The WeekendInvesting Newsletter 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 link.
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Nifty – Weekly Chart Perspective
What unfolded in the markets this week was an enormous move that built directly on the momentum of the previous week. Although the weekly gain stood at 0.63 percent, it effectively bolstered and strengthened the upward move created last week. Nifty is now sitting very comfortably above its 24,400 resistance level at 25,144, and after some consolidation around these levels, a move toward a new all-time high looks possible.
S&P 500 Overview
On the global front, the S&P 500 also moved up 2.5 percent this week as many AI semiconductor stocks sprung back up once again, with signs that Nvidia’s business may get redistributed elsewhere to some extent.
GOLD Overview
Meanwhile, gold was smashed down due to the specter of rising inflation everywhere, which implies that interest rates will have to rise across the board. In the short term, gold dropped 4.2 percent, making it a brutal week for both gold and silver.
Crude Oil, USD/INR & India Vix Overview
At the same time, USDINR is hovering near 94, Brent Oil is near 97, and the VIX has come off. The dollar index is strengthening rapidly, which is the main reason several markets are getting hit hard.
Global Indices Overview
When global indices are compared in dollar terms to evaluate one market against another in the same currency, South Korea and Japan emerged as the biggest gainers at 6.2 percent and 5 percent respectively. The biggest loser was Hang Seng China, while Nifty stayed reasonably flat in the plus 1 percent range.
Global Momentum
Looking at global indices momentum across different periods, the Dow Jones is firmly at the top now, with Nifty sitting very close to the number 2 and number 3 spots. The S&P 500 and DAX follow behind, while Hang Seng, Brazil, Australia, and France have been pushed to the last ranks.
Benchmark Indices Overview
In the benchmark indices overview, the market displayed a different pattern than most weeks seen so far. Small caps moved up 3 percent, mid caps moved up 1.8 percent, and Nifty Next 50 moved up 1.7 percent, whereas Nifty consolidated at 0.46 percent.
Sectoral Overview
Within sectors, PSU banks led by SBI topped the list with a 7.5 percent jump this week. Media was up 5.2 percent, the capital market and broader banking space also moved up, and real estate gained 2.7 percent, while IT stocks fell 3.2 percent during the week.
Across sector momentum, PSU banks and capital market hold the top positions, making them strong areas to look for trades, while public sector enterprises, FMCG, MNC stocks, and commodity stocks sit at the bottom of the pack.
Introducing All Seasons
Markets reward patience — but rarely make it easy.
Even index investors — owning India’s top 50 companies through the Nifty 50 — struggle to stay the course. Drawdowns hurt, flat markets drain conviction, and emotions often break compounding faster than crashes do.
That’s exactly why we built All Seasons — a simple, rule-based strategy that helps you stay invested through every phase of the market by dynamically balancing between Nifty 50 (for growth) and Gold (for stability).
📈 Growth — Nifty 50
Own India’s strongest 50 companies — the backbone of our economy. Participate in the nation’s long-term growth story without picking stocks or timing entries.
🛡️ Stability — Gold
Crises strike without warning. Gold rises when equities stumble — acting as your portfolio’s natural hedge and emotional anchor.
⚙️ The Engine Behind It
All Seasons shifts allocations every fortnight based on market conditions:
- When equities run hot, exposure trims automatically.
- When they’re beaten down, the system increases weight.
- Gold moves in the opposite direction — balancing every phase.
No guesswork. No emotion. No fear of missing out — just a calm, intelligent portfolio that adapts to markets for you.
Who is this for?
✅ Index investors who want smoother participation
✅ New investors who prefer ETFs over stock-picking
✅ Professionals who can’t invest in direct equities
✅ Seasoned investors looking to add stability to their core
✅ Anyone who wants to stay in control without daily decisions
Price: ₹4,999 per year
Recommended Capital: ₹2–30 lakh
Introducing Mi Allcap GOLD
Mi Allcap GOLD is designed for investors who want broad equity exposure with a built-in hedge. It combines:
25% Large Caps – for stability
25% Mid Caps – for growth
25% Small Caps – for alpha
25% Gold ETFs – as a permanent hedge
Mi AllCap GOLD follows a rules-based, momentum-driven approach to select the strongest stocks in each segment. The portfolio is rebalanced monthly to ensure it stays aligned with market leadership — with no human discretion involved.
Why Mi AllCap GOLD?
All-in-one exposure to all equity tiers + gold
Rebalance Frequency : Monthly
Momentum Style : Rotational
Whether you’re just starting your wealth journey or looking to anchor your core portfolio, Mi AllCap GOLD offers a powerful blend of momentum, diversification, and downside protection.
Don’t just diversify — balance wisely.
Rebalance Update
