As promised, a new system Mi25 is being launched here today. While the entry and exits logic are different than Mi50 , the basic tenets of wide diversification, position sizing, trend following all which are key to mi50 are also present here. The key differentiation will be that Mi25 will be more nimble and spirited than Mi50.
I have been trading Mi25 in the background and found Mi25 results to be quite aggressive. It is likely that the logic here is amenable to many more signals than that in Mi50 and the current small cap bull run may be a big reason as well. The backtests are very encouraging. In the last 14 years of backtest, it lost on 2 occasions CY2008 (-24%) and CY2011 (-14%).
Mi25 will go paid (nominal and charitable) as soon as that setup is ready to take the funds. Till then i will run here on this blog weekly. Mi50 will remain bread and butter for me and will be used in direct advisory. The Mi50 status will be updated here monthly.
Mi25 report with sells / buys and respective allocation will be put up every weekend for everybody. Once we go live on the subscription, the trades will also be available during live market (for subscribers only). You can use the Mi25 to run a portfolio alongside me or just use the entries and exits of the momentum stocks picked in your own strategies. A separate website and blog is under construction for the same.
So to recap :
Mi25 – a momentum strategy on 25 (max) stocks
Action – once a week only
Expected returns : 25% CAGR+ over long term to help you reach Financial Independence.
Now, the Mi25 portfolio as it stands on March 31st 2017 is the following. As a matter of fact, I am also restarting my mi25 portfolio on a equal weighted basis (4% each) in the stocks below although some of them may have run up since their signal just to be inline with this start. So for a model INR 10,00,000 portfolio, the Mi25 Portfolio can be structured as follows. You can use multiples of 10Lacs or a lower that 10L portfolio amount and adjust accordingly.
If you have queries, shoot them over email firstname.lastname@example.org or twitter @rohiniglobal. I will not be able to provide phone support but will try to respond to each query.