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The week started on a good note on Tuesday but ended on a very poor note on Thursday. It was a short week with only three trading days, consisting of one nice up day and two down days.
Nifty on the Daily Chart
The chart on Nifty this week is very interesting. Over three sessions, the market has basically gone down only 0.47% this week despite all the doomsday scenarios being painted. While the war is getting escalated, markets are trying to find some levels to go forward with a minus 0.47% change for the week.
Nifty – Weekly Chart Perspective
After five weeks, there is a green candle, although the close was not higher than the previous week. It appears the market is perhaps finding some bottom near the previous bottom.
S&P 500 Overview
The S&P 500 also gained 3.3% this week.
GOLD Overview
Gold is up 2.15%, the dollar index is flat, and global indices in dollar terms show that all markets were essentially either flat or slightly positive.
Dollar Index Overview
Global Indices Overview
No market was really going down this week. The Brazilian market has done really well, and the Indian markets are sort of midway with Nifty returns in dollar terms at 1.2%. Brazil saw 5.2%, Germany had 3.8%, and Europe had 3.3%, with almost all markets staying in the green or near zero level.
Global Momentum
The momentum score, however, is very poor for India markets. Hang Seng, Dow Jones, and Germany are among the bottom five picks, whereas Brazil, UK, Canada, and Russell 2000 are in the top league for different durations.
Benchmark Indices Overview
Looking at benchmark indices, the Nifty lost half a percent and the Nifty Mid Cap lost 0.74%, while small caps actually gained 0.4% and the Nifty 500 lost 0.4%. This represents an essentially flattish week except for the mid cap segment.
Sectoral Overview
In the sectoral overview, IT stocks, metal stocks, and defense stocks were up. Pharma was down massively at minus 3.4%, and financial services and banks were down 1.4%. The rest of the sectors remained reasonably flat.
Within sectoral momentum, metals, central PSEs, and capital markets remain in the top three, whereas private banking, tourism, and real estate are at the bottom three.
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
