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The Good Bad and Ugly weekly review : Aug 13 2021

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Performance Update

This week was all about Nifty 50 crossing the 16500 mark and scaling a yet another all time high while the mid and smallcap space saw a fierce correction followed by a quick recovery too. Though this week was a mixed bag for WeekendInvesting Strategies, the gains in the current FY are quite strong. The last 5 years & 18 Weeks have indeed been a great testimonial to the strategies.

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 watch the Q1 FY 2022 report here

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. We are including LIQUIDBEES as an ADD or an EXIT count from this week onwards.

***The changes will be visible in your Smallcase app by Monday Morning***

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

This week was dedicated to behavioral concepts under the title “Framework for Ideal Investing”. This is the first chapter in that series.

Launch of New Smallcases

We had launched 3 new new products namely – Mi 20, Mi 35 & Mi ATH 2 and received a tremendous response from our family. We would like to thank all of you who have placed faith in our products and joined us in this remarkable journey. We would like to reiterate that Mi Allcap, Mi 25, Mi ST ATH, Mi ATH 2 remain closed for new subscribers while nothing changes for the existing folks as they can renew and use the products for as long as they wish to. You can find videos and interactive ppt’s for all the products in the HUB

Chapter 2 of the “Framework for Ideal Investing” Series

The LIVE products are a more suitable for large portfolios and those who have broker accounts that are not synced with the smallcase platform. Also the user here churns their portfolio at Fri 3 PM along with the model and there is no slip between the model the actual experience. The back end task of manual execution and record keeping of course is an additional chore. We recommend going for the LIVE products for portfolios >15 L as market order driven system of the smallcase platform is suited for smaller portfolios mostly.

Mi25 Mi30 and Mi50 are offered as LIVE products. All details on the LIVE products is available at the HUB.
The weekly changes are the same as shown earlier and have been communicated to the users in LIVE markets today.

Chapter 3 of the “Framework for Ideal Investing” Series

How to pick the right WeekendInvesting strategy

Kindly watch the below video to understand the compartmentalization of all WeekendInvesting strategies based on their market cap universe.

The performance as per the same categorization is as follows :

Another well received Daily Byte on Behavioral Finance : “Psychological Traps in Investing – Part 1”

The WeekendInvesting HUB

We have launched a completely revamped Weekendinvesting HUB that has ALL the details of all the products and their performance updated daily. Please click the link above. The key feature here is the LIVE current drawdown stat that can help you to add or reduce capital if you are trying to play an active manager with the the strategy. We also update the HUB with our video based content compartmentalized based on their genre which can be immensely useful. We have also added another column for support articles. We would request all of you to go through all of the links given there to strengthen your understanding about both WeekendInvesting and Smallcase ecosystem.

WeekendInvesting Products – LIVE Index Dat a

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. We will enhance this sheet with more analytics as we go forward.

WeekendInvesting Telegram and YouTube Channel

We post daily content related to investing on our Weekendinvesting Telegram Channel and a YouTube channel for community learning of new topics. We look forward to having you all there.! We try to take up a new topic every day for a 10 – 15 min discussion. The several videos in this blog are from this series.

You may also watch #askweekendinvesting – Round 1 , Round 2 , Round 3 , Round 4 & Round 5 to check out the first 114 questions in this series.

Weekend Chat with WeekendInvestors – Episode 04

Testimonials

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

Alok Jain

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)

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