There can be instances where a stock hits a upper/lower circuit and the rebalance order at smallcase does not go throughIf any order is pending in a smallcase then you will not able to place other orders without completing or archiving the pending order.  Archiving a batch excludes those stocks that you have unfilled orders … Continue reading Dealing with errors/pending orders on Smallcase due to Circuits

In the backdrop of the new SEBI guidelines issued on Sept 23 2020 to be implemented from Oct 1 2020, these are the changes for new users of Weekendinvesting/STAIRS productsThe guidelines require us to change our Advisory structure. We are happy to do this. However, it will take time for approvals and licensing. Maybe a … Continue reading What changes from Oct 1 2020 for our new users

Weekendinvesting started something called a Service assurance plan. The plan ensured that subscriptions continue getting advice regardless of the period beyond the subscription period until a internal benchmark was crossed for each portfolio before the user paid for the next round of subscription .For instance, those who came in small-cap products at the peak in … Continue reading Weekendinvesting/ STAIRS Service Assurance Plan to end its life on Sept 30th 2020.

A unidirectionally downward week with sharp fall for four days and a sharp retracement on the fifth. Nifty fell nearly 500 points in the week and intraweek about 750 pts. Nifty this week Bank Nifty was similar and closed a 1000 pts lower with intraweek lows were near 1500 pts dip. BankNifty STAIRS our trading … Continue reading The Good Bad and Ugly weekly review report Sep 25 2020

Hi all, I wanted to share with you some information about how re balance emails from smallcase will be sent here on. The following note has been sent by the smallcase team.The timing of the rebalance notifications including emails, push notifications, and platform notifications (notifications sent on the broker's smallcases platform) has been changed from … Continue reading Important information on Smallcase Rebalance mail timings

The market was non-directional this week also and while Bank Nifty slipped throughout with chopping trends the Nifty picked up some strength in the middle but could not hold on. Nifty this week BankNifty this week The week was also marred with overnight global whiplashes that caused the non trending motion and this resulted in … Continue reading The Good Bad and Ugly weekly review report Sep 18 2020

The market was non-directional this week and while Bank Nifty slipped through the week Nifty picked up some strength in the latter half of the week. The week was marred with overnight global whiplashes that caused the non trending motion and this resulted in further drawdown on our trend following STAIRS program. The strategy lost … Continue reading The Good Bad and Ugly Weekly review 11 Sep 2020

The market was uni -directional this week and that direction was DOWN The week started with a unexpected gap up and the slam down by nifty by almost 500 points, one of the largest falls recently. The BankNifty was also slammed but not as much. Within the week there was sideway move and ended the … Continue reading The Good Bad and Ugly Weekly review 04 Sep 2020

The market was uni -directional this week and that direction was UP BankNifty finally broke the range and ripped higher by more than 2000 points. STAIRS closed at its All Time Highs gaining about 17.5 percent on capital ( that is nearly 50% on margin)  with BankNifty trades now at +121%  and Nifty at +55% … Continue reading The Good, Bad & Ugly Review- 28 Aug 2020

Pursuant to my post yesterday https://twitter.com/WeekendInvestng/status/1297783456445931520?s=20) and subsequent discussion with smallcase/zerodha teams , we have decided to rebalance this stock out As a special case Mi MT ALLCap and Mi25 smallcase will have a rebalance on Wed 26 08 2020 . Live products Mi 25 and Mi50 will have a special rebalance today at close. … Continue reading IOLCP – Illiquid stock issue – to be Re-balanced out