Weekly Performance Review Jul 17 2020- New long format including smallcase updates1 min read

Another week of amazing volatility has gone by.  Nifty started the week out of a range and then went all over the place before closing at a four month high.59cVZ

The Nifty Implied Vol is at 23 and that of BankNifty is at 37. We use these for position sizing in our LONG SHORT product STAIRS


The weekendinvesting small case products have done well this week and for the year so far barring the Long term case. From this week I will update the smallcase re-balance notification here as well

Mi_LT_CNX200    : ADD  4 new stocks.
Mi_MT_Allcap     : NO CHANGE
Mi_ST_ATH           : NO CHANGE

s5jCvcItZC+

Since Inception in Apr 16, all these strategies have beaten the benchmarks by a wide margin.

chart (10)


In the LIVE product strategies, Mi25 and Mi50 which include small cap stocks saw the most surge and the other CNX500 strategies Mi40 and Mi30 are slower to catch up.  All in all the LIVE products provides a mature ground for more diversified and lower risk strategies than the smallcases.

xvaRV


STAIRS was not impacted much due to the intense volatility as it remained neutral with Long Nifty and Short Bank Nifty for most of the week.
ymuE3

The options tests are going well and I will be releasing the options sheets to the STAIRS users this weekend. We will continue to test and discuss these as we go forward this . Some preliminary gross results of the CY2020 gone by:


This is all for this weekly update. Have a SAFE weekend!!

Related posts

Practical insights for wealth creation

Join the thousands of regular readers of our weekly newsletter and other updates delivered to your inbox and never miss on our articles.

Thank you. You will hear from us soon.

Mail Sent Failed !

    vector
    guest
    0 Comments
    Inline Feedbacks
    View all comments