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The markets was chaotic this week. With the pandemic news taking center stage the markets swayed both sides and remained extremely directionless and choppy.  The truncated week started with a gap down and spent the whole week with wide ranging moves. 

The Weekendinvesting Smallcases were all subdued this week on the range bounce phase in the markets. 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.

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. A consolidated FY21 report is here

For Monday 26th Apr 2021, the proposed changes are:

Mi_LT_CNX200   : 0 ADD, 0 EXIT
Mi_MT_Allcap     : 1 ADD, 2 EXIT
Mi30 : 4 ADD, 6 EXIT
Mi50 : 1 ADD, 2 EXIT
Mi_ST_ATH          : 1 ADD, 1 EXIT
Mi 25                    : 2 ADD, 2 EXIT

All details on these products is available at weekendinvesting.smallcase.com

In the LIVE product strategies,  there were hardly any changes this week. The LIVE products area 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.

For LIVE Products proposed changes for week ended 23.04.21
Mi25 : 2 ADD, 2 EXIT
Mi30 : 4 ADD, 6 EXIT
Mi40 : 1 ADD, 2 EXIT
Mi50: 1 ADD, 2 EXIT

A common question that is always asked from us is which strategy should I chose ?

The selection of the smallcase/ L:IVE 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 and more.

We have grouped strategies to their relevant benchmarks and presented the performance below: