Product Comparison Sheet
WeekendInvesting is primarily a Do it Yourself Advisory Service with a focus on minimal intervention. So, the idea is to make you execute and maintain your portfolios in your own accounts based on our advisory. The key differentiation viz a viz other advisories here is that we run a Model Portfolio for you to follow and our approach remains holistic in terms of one focus – achieving overall wealth creation vs focusing on individual trade success.
All our products are in-house self designed momentum models. All are based on delivery based transactions and none of these transactions are “trading” oriented. All the models are tactical dynamic asset allocations – meaning that if there are no opportunities of strong momentum in the markets, the model will sit in cash / LIQUIDBEES earning risk-free returns. Thus, the advantage over Mutual Funds which are unable to do so in severe market downturns due to their “Be invested always” mandate.
All our products are now available on a weekly time-frame. So we review the portfolio once a week only. The thesis is that you must remove the daily noise from your investing.
A detailed product comparison can be seen here
Mi10 Mi20 are two new products to be launched in Q3 FY1819
Mi25 is a subscription based service and suits portfolio size of around INR 5-15 lacs approximately. It is primarily focused on small cap stocks listed on the NSE.
Mi30 is a subscription based service and suits portfolio size of around INR 5-25 lacs approximately. The salient distinguishing feature here is the CNX500 universe of stocks that ensure better quality and depth of the stocks. Also the diversification is wider and the volatility is expected to be low.
Mi50 is a flagship product of Weekendinvesting. It was initiated in Apr 2016. It’s first year report can be seen here. The services offered for Mi50 are to help you run a up-to 50 stock portfolio along with me. The momentum Type B logic used here is different from Type A in Mi25 and Mi30 as in the late matured entry vs an early entry in Type A. This reduces the returns a bit but also results in a much lower churn as strike rate of success is better.This service suits portfolio allocations of INR 50 lacs onwards. You can do a step-up of 25Lacs to enter. The portfolio changes will be once a week on Fri and hence only a 5-10 min time allocation per week is needed here. The advisory billing is raised at the end of each quarter based on performance. Please email me if you are interested in this strategy.
Mi40 is a weekly timeframe product of Weekendinvesting based on CNX500 stocks . It was initiated commercially in Oct 2017 though it was running in my portfolio since long. The services offered for Mi40 are to help you run a 40 stock portfolio along with me. The portfolio will run in your own account one on one guidance. The momentum Type B logic used here is different from Type A in Mi25 and Mi30 as in the late matured entry vs an early entry in Type A. This results in a lower churn and follows longer trends longer. As a result the returns are also a bit moderated and the drawdowns are a bit steeper too. This service suits portfolio allocations of 50 lacs to INR 5 Cr. You can do a step-up of 25Lacs to enter. The portfolio changes will be once a week and hence only a 5 min time allocation per week is needed here. The advisory billing is raised at the end of each quarter based on performance. Please email me if you are interested in this strategy.
Mi-LRHR is our charity linked product. Here two portfolios (One High Risk nano cap and one Low Risk CNX200 based) are provided as a service for a year on a donation made by you to a charitable foundation. Read more about it here
Disclaimer: I am invested in all the products myself. I also invest and trade several other strategies that may overlap or be contrary to these products.
You may contact me on email Alok@WeekendInvesting.com for any queries.
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