The markets opened very strong at the start of the week but could not sustain there. After Monday it was all downhill. The global yields started creeping up again and that created pressure on the RISK ON trade. The inflation head is also now a considerable headwind for the equity markets given that all commodities whether agro or metal are racing up. The FED is still in denial that inflation will not be a problem but as per the latest figures the inflation in the US has now crossed 4 percent. Unless we resolve the inflation issue, equity markets will find it difficult to keep gliding upwards as before. India markets have stagnated in the last few months with a range bound movement since Feb 2021
The Weekendinvesting Smallcases have had a tremendous start to the year and the last 5 years and 6 weeks have been a great testimonial to the strategies having navigated all kinds of trecherous markets including that of the crash on Mar 2020.
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)
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 has been phenomenal and I will let the numbers speak for themselves. Consolidated FY21 report
The performances for the FY 22 so far have been robust with many strategies starting off with double digit gains.
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.
This week also Mi Allcap remained green despite a broader sell off. The FY22 performance is leading the pack at +15.75% in 6 weeks !
All details on the smallcase products is available at weekendinvesting.smallcase.com or you may write to us at firstname.lastname@example.org anytime
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 his 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 large portfolios as market order driven system of the smallcase platform is suited for smaller portfolios mostly.
All details on the LIVE products is available at weekendinvesting.com
How to pick the right WeekendInvesting strategy
Please watch this video 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:
WeekendInvesting Telegram Channel
We have launched a Weekendinvesting Telegram Channel a few weeks ago Look forward to having you all there.! We try to take up a new topic every day for a 5 min discussion.
Other important Videos this week on the channel
How to find if a rebalance is due https://youtu.be/f3UVikJElZo
Correlation between EEMA and NIFTY https://youtu.be/oZmDyB5mDWY
Divergence in PSU vs Pvt Banks https://youtu.be/NwuIf69Lxc8
Last but not the least, we are over whelmed with the touching testimonials we receive on a almost a daily basis. Here are some Testimonials of the Week
We have segregated the STAIRS newsletter and that is being sent out separately to its subscribers and interested users. You can subscribe to that newsletter by dropping your mail at STAIRS2profits.com at the bottom of the page. The virus is still strong out there. Do take care of yourself and your loved ones. Please abide by the administration guidelines. We are all in this together..