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The markets remained in a downward drift with global yield not yielding and all emerging markets remaining under pressure. The week witnessed some heavy profit booking and recovered only marginally on the last day. With monday being a trading holiday the markets will need to catch up to two days of global moves when it opens again on Tuesday morning next.

The Weekendinvesting Smallcases were hardly impacted despite the markets remaining weak this week and rather most of the strategies gained ground. When you have strong stocks 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 is now up 168% up !! this FY and Allcap becomes the second strategy to cross the 3 digit mark at 135%!!

All this is available at anybody’s fingertip with just 2 clicks a week at a nominal fees!

For Tuesday 30st Mar 2021, the proposed changes are:

Mi_LT_CNX200   : 0 ADD, 0 EXIT
Mi_MT_Allcap     : 1 ADD, 1 EXIT
Mi30 : 2 ADD, 0 EXIT
Mi50 : 0 ADD, 0 EXIT
Mi_ST_ATH          : 1 ADD, 1 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 mild changes and most 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 26.03.21
Mi25 : : 0 ADD, 0 EXIT
Mi30 : : 2 ADD, 1 EXIT
Mi40 : : 0 ADD, 0 EXIT
Mi50: : 0 ADD, 0 EXIT

Enclosed is the summary comparison of all LONG products for period 2016-2021*

Some Testimonials of the week.