A good directionally upward week with a gap to start with and a gap day to end the short week ahead of the National holiday. Intraweek the move stalled but did not follow overseas cues and stayed long.

Bank Nifty more volatile with a sharp dip on Wednesday morning and then a one way ride of near 1200 points in 2 sessions.

The Weekendinvesting Smallcases were remarkable and surged to new highs.

For Monday 5 OCT 2020, the proposed changes are:

Mi_LT_CNX200    : NO CHANGE
Mi_MT_Allcap     : NO CHANGE
Mi_ST_ATH           : NO CHANGE
Mi 25                      : 2 adds

Liquid bees is not being included as an add or exit.

In the LIVE product strategies,  there is no cash and all strategies are doing 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.

This week the everything was the GOOD, and there was no BAD and certainly NO UGLY.
 I continue to believe in the asset allocation to Gold and urge everybody to build up-to half their age as percent net-worth in Gold this decade.

Simply put, we are now doing all actions as a RESEARCH house and not as an ADVISOR. All products are model portfolios and no risk assessment or profiling or customization of any kind will be undertaken.

That is all this week. STAY SAFE and stay in peace !