The Good Bad and Ugly weekly review : 17 Mar 2022

Performance Update

G-R-E-E-N seems to have been the unanimous choice of color gifted by Dalal Street to fellow investors this week to mark HOLI. Nifty 50 has clocked close to 10% since making a low of 15671 on 8th March 2022 and has now closed above it’s 200 DMA as well which might bring cheer to many many folks. In this week, Nifty gained (+4.17%) while other benchmark indices grabbing between 2.5% to 4%. to A lot of eyes would now be on whether markets will go further higher to make a new all time high in the coming times. METALS , ENERGY & IT continued their strong FY run with handsome gains. Almost all strategies benefitted immensely from this strong bounce as we look to close out the last 2 weeks of the current FY with flying colors.

The performance is tabulated below.

A SHORT COURSE to Help you Stay Calm in All Market Conditions

Usually, quick – sharp corrections amidst a Bull Run creates ambiguity in the minds of lots of new investors. The most important questions we often get asked is whether markets will crash from here ? Should we exit ? and few other questions like these. We have made several videos to help you clarify many such questions and help you have the RIGHT MINDSET for a rewarding journey in investing.

We have put together a few of our previous Daily Bytes which we think might be relevant for times like these. Do have a look and send us your thoughts, questions or comments if any.

The smallcase products are all LONG ONLY products that invest in various subsegments of the markets but have the momentum theme underlying in all of them. The strategies will pick strong outperforming stocks and remove weak ones once a week (except NNF10 which is monthly rebalanced)

These are all long term strategies that will create enormous wealth in each upswing and then maybe give some back in the downswing and repeating this process again and again achieving the compounding effect. With patience and grit to follow strategy over ups and downs over the last nearly five years it has been shown that much superior CAGR returns are possible than the benchmarks.
FY21 was also phenomenal and I will let the numbers speak for themselves. You may read the Consolidated FY21 report.

Rebalance Update

We give an advance notice here on the upcoming changes in your smallcase for Monday . This advance notice can be used to ignore Monday update if there is no change. If there is a change indicated you can use the smallcase app or login to weekendinvesting.smallcase.com to see the rebalance. A back up email is sent by mid day Monday if you have not rebalanced by then and yet another one a day later.

Note : We are not including LIQUIDBEES as an ADD or an EXIT count.

The performance for the week and the month for all the smallcases is presented below.

Large & Mid Cap Strategies – Performance

Mid & Smallcap Strategies – Performance

Smallcap Based Strategies

All Cap Based Strategies – Performance

We have opened limited slots to our most popular Smallcases Mi 25 , Mi MT Allcap , Mi ST ATH & Mi ATH 2. You may have look at more details & performance on WeekendInvesting HUB

WeekendInvesting Products – LIVE Index Data

Many of you had asked us to make the index series of all WeekendInvesting Products available so that you could perform your own analysis and studies. You can find a link to the LIVE sheet here and also on the HUB under support column in the content tab.

WeekendInvesting Telegram and YouTube Channel

We post daily content related to investing on our Weekendinvesting Telegram Channel and YouTube channel to help our community take stock of the performance of markets, sectors & our products and touch base upon a new topic every day. We look forward to having you all there.! The several videos in this blog are from this series.

Testimonials

This is all for this week. Please stay safe and we shall meet again next week. Bye !