Mi 35
This 35 stock - weekly rebalanced - rotational momentum portfolio is made up of the strongest stocks from the Smallcap 250 universe.
Investment Performance
Drawdown
| Period Considered | From To | |
|
Mi 35
|
Benchmark
|
|
| Absolute Returns |
NA
|
NA
|
| Last 3Y |
NA
|
NA
|
| Last 5Y |
NA
|
NA
|
| CAGR |
NA
|
NA
|
| Max Drawdown |
NA
|
NA
|
Why should you invest in this strategy ?
Mi35 is a dynamic strategy which aims to outperform the underlying benchmark Smallcap250 index. These are the 251st -500th stocks in the market place. This product is suitable for use in all stages of the market cycles as it is designed to remain invested in the strongest 35 stocks in the pack regardless of market conditions
Key Points
- This portfolio consists of 35 stocks selected from the Smallcap250 universe
- All stocks start at near 3% weightage of the entire portfolio
- You can expect a 2x – 4x churn.
- The stocks are selected based on the momentum ranking and every week a rebalance ensures that the strongest of the pack remains in the portfolio. This is akin to the concept of survival of the fittest.
- Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.
- The historical performance of this portfolio has beaten the benchmark by a wide margin
- This is a weekly rebalanced portfolio. This ensures deep drawdown in stocks is avoided
- There is zero discretion of the manager in running this portfolio. The strategies have been rigorously back tested on years of data to prove their efficacy.
- This is one of the more popular products at Weekendinvesting.
- The optimal size for investing in this portfolio is INR 5 to 30 lacs
Highlights
RETURNS
Higher Return
Proven to consistently beat benchmark indices by a good margin.
DRAWDOWN
Lesser drawdown
During the Covid fall, this portfolio fell by 26.9% vs Smallcap 250 Index fell by 43.8%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
High Churn
Inherent rules and weekly rebalance makes this a moderate churn strategy. Expect a 2-4X churn per year.
Highlights
RETURNS
Higher Return
Proven to consistently beat benchmark indices by a good margin.
DRAWDOWN
Lesser drawdown
During the Covid fall, this portfolio fell by 26.9% vs Smallcap 250 Index fell by 43.8%
RISK
High Risk Instrument
Investment is subject to equity market risks. Please follow good asset allocation practices.
CHURN
High Churn
Inherent rules and weekly rebalance makes this a moderate churn strategy. Expect a 2-4X churn per year.
Performance during tough markets
The portfolio’s asset allocation strategy reduced exposure to equities when the markets were falling and increased exposure in debt and gold.
| Event | Strategy | Smallcap 250 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-26.9% | -43.8% | 38.65% Lesser fall |
Performance during tough markets
The portfolio’s asset allocation strategy reduced exposure to equities when the markets were falling and increased exposure in debt and gold.
Fees
Subscribing to this strategy provides a detailed view of constituents and timely alerts on rebalancing requirements. If you have any questions, feel free to get in touch with us.
Investment Performance
Practical insights for wealth creation
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