The Good Bad and Ugly Weekly Report 13 Nov 2020

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After the monster week of Nov 6th 2020, the momentum continue, albeit a bit abated and restrained. The NIFTY remained quite strong and is making a flag to break out maybe next week. BankNifty took a dip but surprisingly recovered on the last day although still being a bit apprehensive still. All our strategies fared very well.

Following the trends frees you from the guess work that 98% of the market participants wreck their brains over. Maybe they get better results. We are happy with our results and our very peaceful and planned market strategies that require you to not be glued to the markets all the time.


STAIRS our trading product was a super hit this week again gaining a handsome near 8% on capital if trading on futures. On balance so far for CY 2020, STAIRS has accumulated 3200+ points on NF and 11600+ points on BN.

There are two models to trade using futures. For Model 1, which trades at 3X leverage (you can easily trade at a lower leverage too if you like) , capital of 10L at start of the year is now at 17.3L and for Model 2, where leverage is left to the user, NF has gained 1922 points and BN 6660 points per lot basis.


The Options4STAIRS module of STAIRS was also a good place to be. All strategies gained ground this week. The Options4STAIRS works off STAIRS signal so that you only spend a few mins a day at designated time to look into the markets. No staring at the screen all day!! Our options strategies have broken the myth that simple strategies cannot yield results .

Simple Nifty option buying …Can you believe it !!
Plain simple BN option buying…
BN income strategy using weekly options spread
Nifty income strategy using weekly options spreads

In fact our simple options buy strategies are the biggest surprise for most our users who always thought buying options is a losers game !!

Both these models (options buy and options spreads) above track STAIRS signal and have defined risk per trade. The Options4STAIRS has now made the STAIRS product accessible to lower capital , is risk defined and has better performance dynamics. For volatile weeks like these options models are easier to handle and trade.

More details on the options models are here
To subscribe to STAIRS click here.


The Weekendinvesting Smallcases did well and were all up. There is a decisive shift happening in the retail mutual fund space. Investors are increasingly taking charge of their investments and getting better value for their money spent. The bang for the buck is certainly MUCH BETTER and the peace of mind having CONTROL in your own hand is incomparable.

For Tuesday 17 Nov 2020, the proposed changes are:

Mi_LT_CNX200   : 0 ADD, 0 EXIT
Mi_MT_Allcap     : 0 ADD, 0 EXIT
Mi_ST_ATH          : 1 ADD, 0 EXIT
Mi 25                    : 0 ADD, 0 EXIT

Liquid bees is not being included as an add or exit.

(IF YOUR PF IS LESS THAN 2 LACS YOU CAN AVOID BUYING LIQUIDBEES BY CUSTOMIZING YOUR ORDER IN CASE MIN INVESTMENT IS BEYOND YOUR EXISTING CAPITAL)



This week we are starting a new Smallcase Mi _NNF10. This 10 stock smallcase is based on finding momentum within the top 51st to 100th NSE stock by market capitalization. These are all liquid and large cap stocks. The strategy will have a monthly rebalance and will allocate 10% capital to each pick . At the end of each month it will rebalance into the 10 stocks for the next month.

The strategy has been tested thoroughly over last decade of data and has beaten the benchmark in all respects over a medium and long term.

 Mi_NNF10NiftyNext50
CAGR16.86%10.44%
MAX DD23.90%32.40%

The smallcase has been launched at a festive introductory prices of quarterly 1999 and annual plan at 7499 for first few hundred users in next few weeks.

I believe this is a great passive strategy for folks who are wanting to diversify into index investing. This can not only beat index returns but provide a much needed low cost experience of managing your own monies yourself.


In the LIVE product strategies,  there was overall gains as smallcap index seem to be breaking out of a slumber.

The LIVE products area more suitable for large portfolios who are not chasing high returns and want more mature and diversified lower risk portfolios. Also the user here churns his portfolio at Fri 3 PM along with the model and there is no slip between the model the actual experience.


This week again everything was Good and there were no BAD or UGLY !!.

The holiday season is coming and things may slow down in coming weeks. The US election outcome and the stimulus is still awaited. All our strategies are ready for any eventuality with capital protection built into our models. We may get hit anytime but we will live to fight another day.


That is all this week. STAY SAFE and stay in peace ! Do share this newsletter with your friends who you think can benefit from the momentum way ! Send me your suggestion what you do or don’t like about our strategies, updates or anything else. We are always keen on listening to you!

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5 thoughts on “The Good Bad and Ugly Weekly Report 13 Nov 2020

  1. Hello SIr,
    I just now rebalanced smallcase MI_ST_ATH thru HDFC Sec. I received errors 4-5 times while executing and I repaired order that many times. When I saw my trade book, it shows I have bought / sold more than required quantity due to multiple orders for the failed scrip. This is absolutely unacceptable on the part of smallcase. I am writing here so that you can also please escalate from your side. Ultimately there will be difference in Qty as per smallcase and Actual in Demat.

    Like

  2. Good morning, I am new to weekend investing. I have enrolled in mi mt all allcap. I bought 17 shares , this weeks mail suggestion was no exit Nd 3 buys couldn’t understand how to execute. Kindly help me with this. Thanks Regards Arvind Kumar.s.m

    On Fri, 13 Nov 2020, 21:54 WeekendInvesting.com, wrote:

    > WeekendInvesting.com posted: ” To get this weekly report directly to your > e-mail Click this After the monster week of Nov 6th 2020, the momentum > continue, albeit a bit abated and restrained. The NIFTY remained quite > strong and is making a flag to break out maybe next week. BankNift” >

    Like

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