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The Good Bad and Ugly weekly review : Jul 30 2021

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Performance Update

The Weekendinvesting Smallcases continued their tremendous run in FY 22. All the Smallcases clocked good gains this week with returns ranging between 0.8% and 4%. The last 5 years and 4 months 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 a EXIT count from this week onwards.

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

This is a very important Daily Byte every smallcase user must watch – How to deal with SHORT DELIVERY of shares.

Launch of Mi 20, Mi 35 & Mi ATH 2

It gives us great pleasure to inform you all about the launch of three new Smallcases namely – Mi 20, Mi 35 and Mi ATH. Please go through the blog linked below to understand more about the products. These products will be available at weekendinvesting.smallcase.com from Aug 01 2021.

New Products – Blog

WeekendInvesting LIVE products

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.

Mi NNF 10, Mi 20 & Mi 35 are based on Rotational Momentum while all other products follow Absolute Momentum. What this Daily Byte to understand the difference between these two styles of Momentum

How to pick the right WeekendInvesting strategy

Please watch this video from 2.5 mins onwards for more details

The selection of the smallcase/ LIVE strategy can be done based on
a. Sub Segment of the market : Mi25 for smallcap, Mi_All_cap for all round diversification OR LTCNX 200 for large caps only
b. Activity specific smallcase like Mi ST ATH which chases all time high stocks
c. Or more passive strategies like NNF10 and NG5050 which are monthly rebalanced ones best to replace index investing with or for asset allocation.
d. More diversified smallcases like Mi30 and Mi50 that suit portfolio size of 10L-25L

We have grouped strategies to their relevant benchmarks and presented the performance below:

A Daily Byte on Mi ST ATH (v) The upcoming Smallcase Mi ATH 2 – Releasing on Aug 01st 2021.

The WeekendInvesting HUB

https://datawrapper.dwcdn.net/PCvl7/3/

Live performance metrics of all WeekendInvesting Products & their benchmark indices

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.

How to Rebalance Your Smallcase the Correct Way

The above video is very important for all folks who are using WeekendInvesting Smallcases. We explain what incremental changes are ? – We show why incremental changes occur with an illustration – and conclude the video with a LIVE Demo on how to avoid incremental changes and rebalance your Smallcase the correct way.

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.

We just published our fourth round of #askweekendinvesting : We have already answered around 90 questions in total across four episodes with an objective to identify and answer the most frequently asked questions.

You may also watch #askweekendinvesting – Round 1 , Round 2 & Round 3

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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