The WeekendInvesting Newsletter is a daily newsletter that summarizes all the stories we cover during the day(market nuggets), including the daily byte that we shoot every evening. This newsletter will be delivered to your email every evening on market days, providing you with a wealth of market-related information. The newsletter includes both summaries and long-form blogs for all the market nuggets covered. These blogs are also link.
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Nifty on the Daily Chart
The daily chart of the Nifty shows that the market does not want to fall, but it is also not moving up strongly. It is stuck in a range. The gap created after the first US deal announcement is still not filled. If the market was weak, it would have filled that gap quickly. Nifty was up 0.39% this week.
Nifty – Weekly Chart Perspective
A new update from the US says there will be a uniform 10% tariff, and earlier tariffs were struck down by the Supreme Court. This may reduce fear in the market. A small positive move is possible next week, but it is not clear if Nifty can move strongly above the 26,500 level. The market may continue in a range with a slightly positive mood.
S&P 500 Overview
US markets were strong this week, up 1.07%.
GOLD Overview
Gold closed at a new all time weekly high, rising 1.5%. When gold keeps closing at highs even during volatile times, it shows strength.
Dollar Index Overview
The dollar index is flat and not falling much, even though there is pressure for it to weaken.
Global Indices Overview
In global markets, South Korea rose 5.3% and Brazil gained 3%. The S&P 500 was up around 1%, and Nasdaq gained about 1.5%. Japan and Hong Kong were slightly down. Over the last one year, South Korea and Brazil have given very high returns. Over five years, the S&P 500 has been one of the best performing markets. India has underperformed in the past year but may be consolidating for a better move ahead.
Global Momentum
Benchmark Indices Overview
Even though headline indices look stable, the broader market is weak. In micro caps, nearly 74% of stocks declined this week. Only large caps and some mid caps managed to stay stable.
Sectoral Overview
Within Indian sectors, PSU banks were the top performers this week, up 5.5%. They have clearly outperformed private banks over the last one, three, and five years. Private banks have delivered much lower returns compared to PSU banks in this period. This shows that leadership in banking is shifting.
Earlier, private banks were the leaders, but now PSU banks are taking charge. Other sectors that did well this week were CPSE and energy. On the other hand, FMCG, media, capital markets, and IT struggled. In fact, IT has fallen sharply over the last one year. This is a clear example of sector rotation. Investors should avoid staying stuck in weak sectors.
Introducing All Seasons
Markets reward patience — but rarely make it easy.
Even index investors — owning India’s top 50 companies through the Nifty 50 — struggle to stay the course. Drawdowns hurt, flat markets drain conviction, and emotions often break compounding faster than crashes do.
That’s exactly why we built All Seasons — a simple, rule-based strategy that helps you stay invested through every phase of the market by dynamically balancing between Nifty 50 (for growth) and Gold (for stability).
📈 Growth — Nifty 50
Own India’s strongest 50 companies — the backbone of our economy. Participate in the nation’s long-term growth story without picking stocks or timing entries.
🛡️ Stability — Gold
Crises strike without warning. Gold rises when equities stumble — acting as your portfolio’s natural hedge and emotional anchor.
⚙️ The Engine Behind It
All Seasons shifts allocations every fortnight based on market conditions:
- When equities run hot, exposure trims automatically.
- When they’re beaten down, the system increases weight.
- Gold moves in the opposite direction — balancing every phase.
No guesswork. No emotion. No fear of missing out — just a calm, intelligent portfolio that adapts to markets for you.
Who is this for?
✅ Index investors who want smoother participation
✅ New investors who prefer ETFs over stock-picking
✅ Professionals who can’t invest in direct equities
✅ Seasoned investors looking to add stability to their core
✅ Anyone who wants to stay in control without daily decisions
Price: ₹4,999 per year
Recommended Capital: ₹2–30 lakh
Introducing Mi Allcap GOLD
Mi Allcap GOLD is designed for investors who want broad equity exposure with a built-in hedge. It combines:
25% Large Caps – for stability
25% Mid Caps – for growth
25% Small Caps – for alpha
25% Gold ETFs – as a permanent hedge
Mi AllCap GOLD follows a rules-based, momentum-driven approach to select the strongest stocks in each segment. The portfolio is rebalanced monthly to ensure it stays aligned with market leadership — with no human discretion involved.
Why Mi AllCap GOLD?
All-in-one exposure to all equity tiers + gold
Rebalance Frequency : Monthly
Momentum Style : Rotational
Whether you’re just starting your wealth journey or looking to anchor your core portfolio, Mi AllCap GOLD offers a powerful blend of momentum, diversification, and downside protection.
Don’t just diversify — balance wisely.
Rebalance Update
