The Good Bad and Ugly weekly review : 19 Aug 2022

Performance Update

• After a RAGING RUN, we saw Nifty consolidating around the trendline (17700 – 17800 levels) which continues to remain an important resistance zone. FIIs & DIIs seem to have had a role reversal with the former on a buying spree and the latter seeing a bit of selling coming in the recent past.
• Nifty Next 50 has been on a dream run leading this uptrend with (+13.5%) gains in the last 3 months and is also up (+5%) in the Current FY 2023. Thanks to this phenomenal run, our very much loved Mi NNF 10 – which picks the top trending 10 stocks from Nifty Next 50 universe has been on a dream run too clocking a whopping (+18.5%) in last three months. Since recent bottom around mid June – the strategy is up a massive (+28%).

• REALTY, INFRA & CONSUMPTION did quite well gaining 1% plus while BANKS & PHARMA stayed flat to negative this week. The story is however about METALS which has been outstanding in the last one month clocking (+17.8%)
• WeekendInvesting strategies have done very well reacting to the recent uptrend. Mi ATH 2 has made a strong come back gaining (+12%) in the last 1 month while Mi ST ATH (+11.3%) & Mi EverGreen (+9.7%) have also done quite well. The performance is updated 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.
FY22 was also superb and I will let the numbers speak for themselves. You may read the Consolidated FY22 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.

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.

Mi India Top 10 is launching soon !

A brand new Smallcase – Mi India Top 10 – A LOW CHURN – MONTHLY REBALANCED strategy that invests in Top 10 trending stocks from the robust Nifty 50 Universe is launching very soon.
Stay tuned for more updates !

STAIRS Revamped Models

We have launched revamped versions of our STAIRS models and we had made a video giving you a basic introduction to the models.

STAIRS is a LONG / SHORT derivative strategy that is designed to offer an uncorrelated diversification option to your equity portfolio. STAIRS will do well when there are up trends & also when there are down trends while giving up some of the gains when markets remain rangebound / volatile.

STAIRS models had yet another good week capitalizing on the up trend. You may go through our weekly report for more details.

All 4 STAIRS models go in line with our fundamental philosophy of making the most and compounding aggressively when markets give us trends and go very defensive as trends fizzle out and enter a rangebound territory thus providing a robust capital & profit protection.

Effectively – STAIRS is a complete trading system (Futures & Options) that covers each of the following decisions required for a successful trading outcome:

• Markets – What to buy or sell ?

• Position Sizing – How much to buy or sell ?

• Entries – When to buy or sell ?

• Stops – When to get out of a losing position ?

• Exits – When to get out of a winning position ?

We also run a dedicated telegram channel for STAIRS which you may join using this link

Testimonials

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