Overview The markets continued the dream run this quarter even after the massive move in FY 2021. It once again proves our theory that predicting the markets is a pointless exercise. There has always been and will always be a gigantic gap between the market position and the perception of the economy on ground. Only at some points we feel that they are in unison else for all practical purposes there is no correlation between the two. Hence the BBC concept plays this the best. Bhav Bhagwan Che. Follow the markets and allow the markets to do the talking. At the end of Q1 FY 21-22, the benchmark index Nifty gained +7.00%, the broader index CNX500 gained +9.40% the Small-cap index gained +20.00% and the Nifty Next 50 index gained 12.7% During Q1 FY 21-22, the Weekend Investing strategies have gained between +11.3% to +41.4% with each strategy beating the respective benchmark. The performance since we started our journey in Apr 2016 remains robust. The respective benchmarks have gained +14.5% to 15.1% CAGR over the 21 quarters while the Weekend Investing strategies have gained at 16.3 to 58.7% CAGR in the same time. The star performing strategies have remained the Mi25 at +41.4% , Mi ATH +38.9% and Mi Allcap at +31.6% this quarter. A detailed report of each of the products is appended with this letter. We look forward to the rest of FY 21-22 with renewed hopes of a stronger and healthy financial market. Please feel free to send me email at alok@weekendinvesting.com or get in touch over Twitter : @WeekendinvestngWekendInvesting : Product Wise Performance Report NG 5050 This portfolio invests in Nifty and Gold ETF in equal proportion and balances the weights every month. It is designed as a FREE alternative to market instruments that despite having higher risk are unable to deliver appropriate returns. The strategy highlights the high inverse correlation between Nifty and Gold and how combining the two can result in a very low volatility outcome with superior returns than most low risk strategies. The strategy allocates equally to the two asset classes and rebalances it at the end of each month. The strategy is available in the smallcase format. In the last 21 quarters, it has had a CAGR of 13.1% vs the Nifty index at 14.5%. In the quarter ended June 30 2021, it clocked a return of 6.99% vs 7.02% on the benchmark.   Mi NNF 10Mi NNF10 is a rotational momentum strategy based on the Nifty Next 50 large cap index. It is a great substitute for capital that seeks investing in the indices. Nifty Next 50 is an index for stocks that are ranked as Market Cap of 51st to 100th on the NSE and is rebalanced twice a year. These large cap stocks have a higher volatility than the Nifty stocks. This strategy does not go to cash like other strategies in a downturn but this strategy is able to extract some more beta from this group by staying with the strength within this group. The strategy allocates 10% weight at the beginning of each month to its ten constituents and rebalances it each month. The strategy is available in the smallcase format. In the last 21 quarters, it has had a CAGR of 20.3% vs the benchmark index at 14.7%. In the quarter ended June 30 2021, it clocked a return of 13.1% vs 12.7% on the benchmark   Mi LT CNX 200The Mi LT CNX 200 is an upto 20 stock weekly rebalanced portfolio that follows momentum trends among CNX200 stocks. It is a low churn long term hold strategy that is designed to beat the large cap indices and generate alpha over the CNX200 index. The strategy is rebalanced weekly and allocates 5% to each new entrant. The strategy is available in the smallcase format. The strategy is a tactical allocation one and will go to cash if there is a large fall in the markets. In the last 21 quarters, it has had a CAGR of 16.3% vs the benchmark index at 14.7%. In the quarter ended June 30 2021, it clocked a return of 11.3% vs 8.5% on the benchmark.   Mi 25The Mi 25 is an up-to 25 stock weekly rebalanced portfolio that follows momentum trends among small cap stocks only. These stocks are filtered for average min volume and market capitalization above 1000 crores only. The stocks that are picked are allocated an exposure of 4% per stock in the portfolio. This is one of our very popular portfolios and it has consistently outperformed the smallcap index by a wide margin. This strategy is balanced weekly and is available in both the LIVE and the smallcase format. In the last 21 quarters, it has had a CAGR of 42.4% vs the benchmark index at 14.00%. In the quarter ended June 30 2021, it clocked a return of 41.4% vs 20.0% on the benchmark. The strategy will close for new subscription by 30 July 2021.   Mi 30The Mi 30 is an up-to 33 stock weekly rebalanced portfolio that follows momentum trends among constituents of the CNX500 index. The CNX500 index comprises the largest 500 stocks in the NSE universe. These stocks are filtered for average min volume and market capitalization above 1000 crores only. The stocks that are picked are allocated an exposure of 3% per stock in the portfolio. This is one of our very popular all cap portfolios and it has consistently outperformed the underlying index by a wide margin. This strategy is balanced weekly and is available in both the LIVE and the smallcase format. In the last 21 quarters, it has had a CAGR of 24.4% vs the benchmark index at 15.1%. In the quarter ended June 30 2021, it clocked a return of 20.2% vs 9.4% on the benchmark.   Mi 50The Mi 50 is an up-to 50 stock weekly rebalanced portfolio that follows momentum trends among small cap and mid cap stocks only. These stocks are filtered for average min volume and market capitalization above 1000 crores only. The stocks that are picked are allocated an exposure of 2% per stock in the portfolio. This is one of our very popular portfolios and it has consistently outperformed the benchmark index by a wide margin despite the large diversification. This strategy is balanced weekly and is available in both the LIVE and the smallcase format. In the last 21 quarters, it has had a CAGR of 30.5% vs the benchmark index at 15.1%. In the quarter ended June 30 2021, it clocked a return of 22.8% vs 9.40% on the benchmark.   Mi MT AllcapThe Mi MT Allcap is a 20 stock weekly rebalanced portfolio that follows momentum trends among all listed NSE stocks. These stocks are filtered for average min volume and market capitalization above 1000 crores only. The stocks that are picked are allocated an exposure of 5% per stock in the portfolio. This is one of our very popular portfolios and it has consistently outperformed the benchmark index by a wide margin. This strategy is balanced weekly and is available in the smallcase format. In the last 21 quarters, it has had a CAGR of 44.2% vs the benchmark index at 15.1%. In the quarter ended June 30 2021, it clocked a return of 31.6% vs 9.40% on the CNX500 benchmark. The strategy will close for new subscription by 30 Sep 2021.   Mi ST ATHMi ST ATH is a firebrand upto 10 stock portfolio that follows the short term momentum trends among all listed NSE stocks above market capitalization of INR 1000 cr and chases stocks hitting All Time Highs or multi year highs. The strategy is nimble footed and can have a higher churn. The strategy is available in the smallcase format. This strategy is balanced weekly and is available in the smallcase format. In the last 21 quarters, it has had a CAGR of 58.7% vs the benchmark index at 14.5%. In the quarter ended June 30 2021, it clocked a return of 38.9% vs 7.00% on the Nifty50 benchmark. This strategy is currently closed for new subscription.   The WeekendInvesting HUB We have launched a completely revamped weekendinvesting HUB that has ALL the details of all the products and their performance updated daily. Please click the link below. The key feature here is the LIVE current drawdown stat that can help you to add or reduce capital if you are trying to play an active manager with the the strategy.Go to WeekendInvesting HUBWeekendInvesting Daily BytesThis quarter we started a new initiative called the WeekendInvesting Daily Bytes. This is an initiative on our YouTube channel to connect with our audience on a daily basis, inform them about the markets, performance about our products and pick a theme or topic for discussion daily that can add value to the investors journey with WeekendInvesting. We encourage participation in the initiative by choosing topics of discussion as desired by our users and occasionally take up operational and performance queries on our products and processes as well. We have seen a tremendous response to this initiative in just over 8 weeks Daily Bytes – PlaylistWeekendInvesting Telegram ChannelThis quarter we also launched the WeekendInvesting Telegram Channel, a place for all our current and prospective users to get all information regarding all our products at one place. We are able to share all the weekly reports, Daily Bytes and any important announcements regarding rebalances, webinars or any specific market development here. We encourage all users to join this Channel to get clutter free information about our regular updates and new developments using the link below. Join NowYou may also visit weekendinvesting.smallcase.com or you may write to us at support@weekendinvesting.com anytime. |
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March 28, 2025 8 min read
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