The Good Bad and Ugly weekly review : 01 Oct 2021

Performance Update

This week turned favorable particularly for Mid and Smallcap Stocks with the Mid&Small 400 Index clocking 0.77% and the Smallcap 250 Index going up by 0.93% while there was no good news for the other Indices. It was mixed bag for WeekendInvesting Smallcases as well with returns ranging between -2.9% to 1.18%. Mi 20, our 20 stock rotational momentum based strategy has done phenomenally well gaining 9% in the last 30 days and almost 18% in the last quarter. This is also a low cost Smallcase for investments between 1 Lac and 5 Lac.

The smallcase products are all LONG ONLY products that invest in various subsegments of the markets but have the momentum theme underlying in all of them. The strategies will pick strong outperforming stocks and remove weak ones once a week.(except NNF10 which is monthly rebalanced.)

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.
FY21 was also phenomenal and I will let the numbers speak for themselves. You may read the Consolidated FY21 report and watch the Q1 FY 2022 report here

We give an advance notice here on the upcoming changes in your smallcase for Monday . This advance notice can be used to ignore Monday update if there is no change. If there is a change indicated you can use the smallcase app or login to weekendinvesting.smallcase.com to see the rebalance. A back up email is sent by mid day Monday if you have not rebalanced by then and yet another one a day later. We are including LIQUIDBEES as an ADD or an EXIT count from this week onwards.

Rebalance Update

The performance for the week and the month for all the smallcases is presented below.

How to pick the right WeekendInvesting strategy

Kindly watch the below video to understand the compartmentalization of all WeekendInvesting strategies based on their market cap universe.

Large & Mid Cap Strategies – Performance

Mid & Smallcap Strategies – Performance

Smallcap Based Strategies

All Cap Based Strategies – Performance

The WeekendInvesting HUB

The Weekendinvesting HUB hosts every single detail of all the products and also has a daily update of their performances.  The key features here are the LIVE current drawdown stat that can help you to add or reduce capital if you are trying to play an active manager with the the strategy. We have also incorporated the monthly – quarterly – yearly returns metric that can be quite helpful if you want to compare performances of different WeekendInvesting products and benchmark indices. We also update the HUB with our video based content compartmentalized based on their genre which can be immensely useful. We have also added another column for support articles. We would request all of you to go through all of the links given there to strengthen your understanding about both WeekendInvesting and Smallcase ecosystem.

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 support column in the content tab. We will enhance this sheet with more analytics as we go forward.

WeekendInvesting Products – Monthly – Quarterly – Yearly Returns

We have created new tabs in the HUB which track the monthly , quarterly & annual returns of all WeekendInvesting products segregated based on their market cap universe & compared to their respective benchmark indices. We have colored the backtest data in black while the real data is denoted in Blue. Please head to the HUB (monthly / quarterly / annual returns tab) to have a look and write to us should you have any questions.

Media

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.! The several videos in this blog are from this series.

You may watch all the previous Episodes using this link

Testimonials

This is all for this week. Please stay safe and we shall meet again next week. Bye !