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The markets are on a break this week with only three trading days. It opened on a gap up but could not really build on the gains in the next two sessions. It is very interestingly poised now to either breakout and regain the All Time High levels again or succumb to the increasingly dire Covid situation again at home. The global context remains strong and the tailwinds of lower yield can help on the upside.

The Weekendinvesting Smallcases were all flying this week despite the markets remaining sideways this week and all strategies gained ground. When you have strong stocks with relative strength in the portfolio, you will often get such out performance.

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 gained this week to another ATH along with Allcap …ATH closed the FY21 at +180%+
The new financial year FY22 also started with a bang and a single day gain of +4.4% . The strategy ATH will be closed for new subscription from Sat Apr 3rd onwards.

FY21 has been phenomenal and I will let the numbers speak for themselves.

And FY22 starts with a bang…

For Monday 5th Apr 2021, the proposed changes are:

Mi_LT_CNX200   : 0 ADD, 0 EXIT
Mi_MT_Allcap     : 1 ADD, 1 EXIT
Mi30 : 0 ADD, 0 EXIT
Mi50 : 1 ADD, 1 EXIT
Mi_ST_ATH          : 0 ADD, 0 EXIT
Mi 25                    : 0 ADD, 0 EXIT

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

2 new smallcases on existing products like Mi30 and Mi50 have been added in the last few weeks which suit portfolio size of 10L and more.

In the LIVE product strategies,  there were again good gains and all portfolios gained ground

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.

For LIVE Products proposed changes for week ended 02.04.21
Mi25 : : 0 ADD, 0 EXIT
Mi30 : : 0 ADD, 0 EXIT
Mi40 : : 1 ADD, 2 EXIT
Mi50: : 1 ADD, 1 EXIT

Some Testimonials of the week.