The Good Bad and Ugly Report 1 Jan 2021

The liquidity keeps flowing in and the markets keep scaling new highs… The Nifty went virtually straight up through the week while the BankNifty gained first two days and then went sideways.

The Weekendinvesting Smallcases gained handsomely this week. I am very happy that smallcase is getting accepted rapidly and a decisive shift happening in the retail mutual fund space. Investors are increasingly taking charge of their investments and getting better value for their money spent. The bang for the buck is certainly MUCH BETTER and the peace of mind having CONTROL in your own hand is incomparable.

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.

The ATH portfolio is now up 112% this FY AND up 517% since inception !

For Monday 4th Jan 2021, the proposed changes are:

Mi_LT_CNX200 : 0 ADD, 0 EXIT
Mi_MT_Allcap : 0 ADD,0 EXIT
Mi_ST_ATH :0 ADD,0 EXIT
Mi 25 : 0 ADD, 0 EXIT

For month ended 31 Dec 2020 a rebalance was done on
NNF10 : 1 ADD, 1 EXIT
NG5050

For LIVE Products proposed changes for week ended 1.1.21
Mi25 : : 0 ADD,0 EXIT
Mi30 : : 0 ADD,0 EXIT
Mi40 : : 0 ADD,0 EXIT
Mi50: : 0ADD, 0 EXIT
Liquid bees is not being included as an add or exit.

The selection of the smallcase can be based on
a. Sub Segment of the market : Mi25 for smallcaps, MiAllcap for all round diversification OR LTCNX 200 for large caps only
b. Activity specific smallcase like Mi LT 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.

More smallcases on existing products like Mi30 and Mi50 will be added soon along with new smallcases like Mi SWING

In the LIVE product strategies, there were good gains again and the strategies held ground well.

The LIVE products area more suitable for large portfolios who are not chasing high returns and want more mature and diversified lower risk portfolios. 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.