Introducing “The WeekendInvesting Newsletter”

Another brand new initiative from our Research Desk is The WeekendInvesting Newsletter. This is a daily newsletter that summarizes all the stories we cover during the day(market nuggets), including the daily byte that we shoot every evening. This newsletter will be delivered to your email every evening on market days, providing you with a wealth of market-related information. The newsletter includes both summaries and long-form blogs for all the market nuggets covered. These blogs are also linked to the videos we shoot, so you can choose to watch or read the content according to your preference.

Check out our past newsletters.

From the Research Desk of WeekendInvesting

Pick YesBank or HDFCBank does not matter. Trend should be UP !

Dive into the illusion of past performance. While Yes Bank’s stock soared by 3400% from 2005 to 2018, HDFC Bank, with a modest 1800% increase, challenges the notion that historical gains predict future triumphs. Explore why a well-rounded investment strategy is vital in navigating the dynamic landscape of the stock market.

Are PSU bank Charts stronger than Pvt Banks ?

Embark on a financial journey as we dissect the performance gap between Nifty PSU banks and Nifty private banks over 16 years. The comparative chart reveals a stark reality: private banks surged by 2200%, leaving PSU banks trailing with a mere 340% growth since 2005. What secrets lie beneath these figures, and how can they shape your investment choices?

Rear view mirror driving syndrome!

Unlock the mystery behind the perplexing misalignment of company earnings and stock prices. Delve into the intricacies of this phenomenon that leaves investors puzzled, challenging the principles of fundamental analysis. What forces drive this divergence, and how can you navigate these complexities?

Introduction to Candlesticks

Uncover the artistry of Japanese candlesticks, a visual storytelling technique in trading that goes beyond numbers. Discover how these candlestick patterns offer insights into price movements, providing a nuanced understanding of market dynamics. What secrets do these visual cues hold, and how can traders leverage this ancient technique for informed decision-making?

Alibaba and 40 Chor !

Embark on a visual journey through Alibaba’s rollercoaster ride over the past eight years, juxtaposed against the total returns of Investco, a technology ETF. Uncover the highs and lows of Alibaba’s trading performance and decipher the implications for investors. What crucial lessons does this chart hold for those navigating the volatile landscape of e-commerce giants?

Index Investing can also be Risky!

Explore the rising phenomenon of index investing and unravel its complexities—Is this seemingly foolproof strategy truly without pitfalls? Delve into the intricacies, discover potential challenges, and navigate the nuanced world of index investing.

Some common Candlestick patterns

Unlock the secrets of successful trading by mastering the art of candlestick patterns—discover the most powerful and widely-used formations that hold the key to deciphering market movements. How can these patterns empower you to make strategic decisions? Dive into the intricacies of candlestick analysis and elevate your trading game.

LIQUIDCASE stings LIQUIDBEES !

Dive into the financial realm and explore the innovative Liquid Case—an emerging player challenging the dominance of Liquid Bees. What sets Liquid Case apart, and can it redefine the landscape of liquid investment options? Uncover its features, benefits, and the potential disruptions it might bring to the market.

#Paytm Mat Karo !

Delve into the intriguing dynamics of Paytm’s recent stock price plummet—unravel the factors behind the decline and discover valuable lessons for investors. What triggered this notable downturn, and what insights does it offer for navigating the unpredictable landscape of financial markets?

What have smart Chinese Investors been buying?

Dive into the enthralling tale of China’s tumultuous equity market, where giants like Alibaba and Tencent faced prolonged downtrends. Discover the surprising outlier that thrived amid the chaos—gold. What factors fueled gold’s remarkable returns while Chinese stocks struggled, and what lessons does this hold for savvy investors?

Markets this week

Nifty displayed promising patterns this week. Despite a partial decline towards the end of the week, an inverted head and shoulders pattern emerged, indicating a potential downtrend. The bottom support at 21,500 to 21,450 remained crucial, while the neckline at 21,800 remained intact. If these levels are not breached, the index could potentially reach 24,000 to 24,500.

Benchmark Indices & WeekendInvesting Overview

Smallcap 250 index had a remarkable run this week clocking 4.4% followed byt Mid-Small 4oo index at 3.3% while other benchmarks were also up between 2.4% and 2.7%.

From the FY 24 perspective, Smallcap 250 leads the chart with a splendid performance of 72% followed by Mid-small 400 index at 62%. Nifty 50 however has stayed relatively weak clocking only 26% clearly indicating that money flow is predominantly seen in the lower market cap segments so far.

WeekendInvesting Strategies had a fantastic week with Mi ST ATH leading the chart clocking 8.5%. Mi 35 was also splendid having recorded gains of 7.8%. Mi MT Allcap comes third on the weekly chart having recorded 7% gains. The best part of the week has to be the fact that majority of the strategies outperformed their respective benchmarks.

From the FY 24 perspective, Mi 20 continues to perform beyond the realms of our imagination clocking 131%. Mi 35 has also done incredibly well to record 113%. Mi MT Allcap and HNI Wealth Builder have been really done well too clocking 92% and 87% respectively.

Sectoral Overview

PSU Banks had a fantastic week leading the sectoral weekly charts clocking 11.5%. ENERGY & PSE stocks also did well clock around 8% gains each. Majority of the sectors ended up doing well clocking gains in excess of the benchmark, Nifty 50.

On the FY 24 front, REALTY has stayed on top despite the recent correction at 121% gains while PSE stocks have continued on their strong momentum clocking 101%. PSE Banks have also done really well recording 78% gains while the PVT Banks have had a contrasting outcome with only 14% gains.

REALY continues to lose steam slipping to #15 on the weekly momentum chart. Despite the weak performance, the sector find itself in top 5 due to its strong performance in the last few months and FY 24. PSE and PSU BANKS have been super strong occupying the top 2 slots with ENERGY taking the third. METALS have done well to regain momentum after a slump in the early part of past month. IT stocks have once again fallen off the radar slipping to #16 in the fortnightly chart as BANKS, FMC & MEDIA continue to languish at the bottom.

Spotlight – JBMA scores 3x in Mi 35

We had entered JBMA back in Mar 2023 at about 629 levels and the stock has become a 3x bagger recording a superb 210% since entering our portfolio. We continue to hold this stock in the strategy and would like to further illustrate the importance of running along with your winners as far as possible while cutting down on your losers early.

Mi 35 has done exceptionally well since launch clocking a massive 144% gains compared to it’s benchmark, the Smallcap 250 index which clocked only 69% ( 15 Jul 2021 to 02 Feb 2024 ).

What is impressive is that the strategy has managed to outperform its benchmark across all timeframes and emerge as an absolute favorite among many many folks.

Rebalance Update

We give advance notice here on the upcoming changes in your smallcase for Monday. This advance notice can be used to ignore Monday’s update if there is no change. If there is a change indicated you can use the smallcase app or log in to weekendinvesting.smallcase.com to see the rebalance. A backup email is sent by mid-day Monday if you have not rebalanced by then and yet another one a day later.

Note: We are not including LIQUIDBEES as an ADD or an EXIT count.

WeekendInvesting Strategies Performance

WeekendInvesting Products – LIVE Index Data

Many of you had asked us to make the index series of all WeekendInvesting Products available so that you could perform your own analysis and studies. You can find a link to the LIVE sheet here and also on the HUB under the support column in the content tab.

WeekendInvesting Telegram and YouTube Channel

We post daily content related to investing on our Weekendinvesting Telegram Channel and YouTube channel to help our community take stock of the performance of markets, sectors & our products and touch base upon a new topic every day. We look forward to having you all there! Several videos in this blog are from this series.

Introducing M Profit

That’s it for this week. See you in the next week’s report