The liquidity keeps flowing in and the markets keep scaling new highs… Another week another high.. It is almost like nothing matters… No global event , no news is stopping this. Both the Nifty and Bank Nifty went virtually straight up through the week after a initial hiccupp.
The Weekendinvesting Smallcases gained amazing ground 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 122%!! this FY and Mi AllCap at 95% !!
All this is available at anybody’s fingertip with just 2 clicks a week!
Unbelievable to me as well !!!
For Monday 11th 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 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 great 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.
Mi50 has the distinction of carrying 10 multi-baggers in its fold now !!
Yours truly was also featured on MoneyControl in this podcast. Do give it a listen !
Testimonials of the week.
The famous Mr Tanmay Bhat endorses my product. What a moment of my pleasure. Thanks Tanmay !!!!
Have a safe week… Don’t rue over missed opportunities. instead look where you can catch some .. Bye !
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