The markets finally had a bout of correction and were down four of the five days of the week. While it is pre mature to say what happens next, one of these corrections can covert into a deeper one and we will not know until it does. Hence following a system always help in keeping your sanity with no worries what ever happens.
The Weekendinvesting Smallcases were a huge success this week.
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 did not fall this week also and is now up 141%!! this FY and Allcap becomes the second strategy to cross the 3 digit mark at 110%!! Mi25 the smallcap wonder is also up 87%!
All this is available at anybody’s fingertip with just 2 clicks a week at a nominal fees!
For Monday 21th Feb 2021, the proposed changes are:
Mi_LT_CNX200 : 0 ADD, 0 EXIT
Mi_MT_Allcap : 0 ADD, 0EXIT
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.
More smallcases on existing products like Mi30 and Mi50 will be added by end of the next week and by end of the quarter we will add the new product Mi SWING
In the LIVE product strategies, there were mild gains despite the market falls in most strategies and mild losses in others.
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 19.02.21
Mi25 : : 0 ADD, 0 EXIT
Mi30 : : 2 ADD, 2 EXIT
Mi40 : : 0 ADD, 0 EXIT
Mi50: : 1 ADD, 1 EXIT
Testimonials of the week
That is all from my end. I look forward to seeing many of you on the weekend in the Webinar series.
Have a safe week…!!
To get this weekly report directly to your e-mail Click this
