Q4 FY 2025  was a quarter where the market continued to seek lower ground and revert to the mean.. From Jan to Feb 2025 there was a continuous sell environment with brief bounces but the month of March really saw a strong comeback that nullified most of the losses of the first two months. A 0.5% down quarter after a 8.4% drubbing in the previous one is always welcome.  

The major focus remained in sectors like IT and Real Estate that lost ground quickly with a near 15% and and 19% loss. Metals, Financial services Commodities came out as the dark horses clocking handsome positive gains in a weak market.  Gold shone bright as it clocked one of its best quarters of the decade at near +19%. The role of asset allocation has never been highlighted better than this quarter.  

India continued to shine vs US markets in this quarter as the Trump trade which caused a dollar flow out of emerging markets since Q3 gradually started to unwind.  

Nifty lost  0.5 % this quarter and is up only 4.7% for the FY25.  

For Q4FY25 within Weekendinvesting strategies notably only the Evergreen and the HCC strategy stood out while others lost more than their respective benchmarks.

Our belief in the concept of BBC (Bhav Bhagwan Che), a Gujarati saying which means that “Price is God” helps us follow the markets in a non-discretionary manner and we allow the markets to do the talking. This has been our sole mantra in the last 8+  years that we have been offering these services to tens of thousands of Weekendinvestors.  Our 100% non-discretionary approach at times can lag the markets when markets make trend changes but over time, we have seen this perform much better than many other styles of investing. The historical CAGR returns experienced by clients and the resulting thousands of testimonials are proof to this claim.

The forecast for next few quarters as it stands today is that of extreme caution and hope of consolidation given that we are undergoing a complete reset of global supply chains and tariff negotiations. I am hoping that the world leaders will be able to resolve this before the end of the current quarter. 

At Weekendinvesting, we will continue to walk our established chosen path of following our strategies to the T. Several of our strategies are sitting in high cash % as per design and others while down will come back up strongly once indices reverse. All our strategies have a self-healing and self-correcting approach and will come around strongly after any drawdown period that we may face. The whole setup is like a high probability winning machine provided you give the strategies adequate time to heal if the market undergoes some damage. There is little doubt left that having a rule based system like momentum can help you navigate all kinds of markets and over a long period deliver market-beating returns.

This last quarter we have taken many new initiatives at Weekendinvesting.

Our new Momentum Podcast was launched in March where we share experiences of investors that have been associated with Weekendinvesting to learn from their journeys. Do tune into the Weekendinvesting You Tube channel and watch it.  We have also started a series on weakest momentum scores where you can eliminate stocks based on their poor scores and look for stronger stocks. You may do a Momentum health check up of your portfolio here.

Our Momentum Tool (Portfolio Momentum Report) continues to empower investors with insights like Momentum Score and Weightage Skew, helping users assess portfolio health and diversification. The response has been fantastic. You may do a health check up of your portfolio below.

Our YouTube channel continues to churn out insightful content to educate and empower the investor community.Also we have added a lot of features to our Weekly review report that is sent each Saturday to help you get a  better sense of the market dynamics.

Our newsletters have become a go-to place for market update & information on a daily basis with thousands of folks reading it. The newsletter is the best place to find all our content at one place.

We strongly believe in the long-term India story and we believe that momentum strategies will continue to do very well in this India scenario of continuity of growth and liquidity flows. All we need to do is to ensure that we are riding the winners when it is favourable to us and defending our position when it isn’t.  The key to success here is discipline and sticking to the proven strategy.