The last week of 2021 gave some cheers heading into 2022 with Mid & Smallcaps raking in between 3% to 4%. Other benchmark indices gained decently too. The Smallcap 250 Index seems to have been the strongest in Q3 FY 2022 with about 5% gains while most of the other indices barring Mid-Small 400 (2.68%) ended marginally under 0%. Mi 35, our 35 stock rotational momentum strategy based on the Smallcap 250 Index has done superbly to return 14.44% in Q3 FY 2022 beating the benchmarks by a very very wide margin. Overall, the performance of all WeekendInvesting Products in the current FY has been very solid. Let us hope that we can finish Q4 on a high note.
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.
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 and also go through Q1 FY 2022 & Q2 FY 2022.
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 WeekendInvesting User Manual
The performance for the week and the month for all the smallcases is presented below.
We did a Special Daily Byte on how our Brain finds it difficult to process the non linearity of the markets. We hope this video will surely provide you with new perspectives. DO watch and write to us with your comments or feedback. We would love to listen to your thoughts on all the topics we take up.
Large & Mid Cap Strategies – Performance
Mid & Smallcap Strategies – Performance
Smallcap Based Strategies
All Cap Based Strategies – Performance
Team WeekendInvesting wishes you a very Happy & Prosperous New Year
We would like to thank you all for all the wishes we have received in the last couple of days. It’s tremendous to see the kind of love we receive everyday. Thank you so much once again. We hope the coming year would turn out to be the best one yet for you and your loved ones.
We look back at the lessons learnt by us and our Twitter Family in the below video.
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 Channeland 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.
Alok is the founder of weekendinvesting.com
He is a veteran with over 25 years of experience in the India markets first as a member of the National Stock Exchange and in the last half a decade as a SEBI registered manager specializing in momentum based non discretionary portfolio strategies for retail investors. He is usually found on twitter at @weekendinvestng | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products.
The views and opinions stated in the content belong to the author. WEEKENDINVESTING ANALYTICS PRIVATE LIMITED does not uphold nor promote any of the views / opinions. | WEEKENDINVESTING ANALYTICS PRIVATE LIMITED is a SEBI registered research analyst (Regn. No. INH100008717)
As Loan Against Mutual Funds is our new offering, we understand you may have various questions – from the processing fees to the repayment process. After countless discussions with our customers, we've meticulously curated this short list of the most commonly asked questions about Loan Against Mutual Funds (LAMF).
