The markets remained in a downward drift with global yield looking up all through the week. The move on the last day became very volatile with a sharp gap down and a bear covering rally thereon. The markets may not be out of the woods yet but who can say. FII selling seems to have abated in the last few sessions and that may be a silver lining going ahead.
The Weekendinvesting Smallcases were hardly impacted despite the markets remaining weak this week.
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.
The ATH portfolio hardly fell this week while Allcap was indeed up…ATH is now up 161% up !! this FY and Allcap becomes the second strategy to cross the 3 digit mark at 130%!!
All this is available at anybody’s fingertip with just 2 clicks a week at a nominal fees!
For Monday 22st Mar 2021, the proposed changes are:
Mi_LT_CNX200 : 0 ADD, 0 EXIT
Mi_MT_Allcap : 0 ADD, 0 EXIT
Mi30 : 0 ADD, 3 EXIT
Mi50 : 1 ADD, 1 EXIT
Mi_ST_ATH : 2 ADD, 2 EXIT
Mi 25 : 1 ADD, 1 EXIT
The selection of the smallcase can be 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.
2 new smallcases on existing products like Mi30 and Mi50 have been added in the last month which suit portfolio size of 10L and more.
In the LIVE product strategies, there were mild changes and some ground was lost.
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.
For LIVE Products proposed changes for week ended 19.03.21
Mi25 : : 1 ADD, 1 EXIT
Mi30 : : 0 ADD, 3 EXIT
Mi40 : : 1 ADD, 1 EXIT
Mi50: : 1 ADD, 1 EXIT
Enclosed is the summary comparison of all LONG products for period 2016-2021 as well as individual highlights of each product
Some Testimonials of the week.
That is all from my end for now . Do let me know about your experience with our products or services and where you feel we can improve more. Always willing to listen and implement.
Have a safe week…!!
