Though markets did reasonably well this week amidst the sharp corrections we’ve seen the past few weeks, only time can tell if the corrections may continue or if this is the beginning of another move on the upside or perhaps we may witness a rangebound phase. All sectors except of IT, METALS & PSE showed signs of weakness. On the Benchmark Indices front, Mid-Small 400 (1.46%) & Smallcap 250 (1.37%) led the way forward. Mi 50, our most diversified 50 stock Mid-Small 400 Index based momentum strategy did well to return with 2.5% this week.
The consolidated performance is tabulated below.
A SHORT COURSE to Help you Stay Calm in All Market Conditions
Usually, quick – sharp corrections amidst a Bull Run creates ambiguity in the minds of lots of new investors. The most important questions we often get asked is whether markets will crash from here ? Should we exit ? and few other questions like these. We have made several videos to help you clarify many such questions and help you have the RIGHT MINDSET for a rewarding journey in investing.
We have put together a few of our previous Daily Bytes which we think might be relevant for times like these. Do have a look and send us your thoughts, questions or comments if any.
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 also go through Q1 FY 2022 & Q2 FY 2022.
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.
Note : We are not including LIQUIDBEES as an ADD or an EXIT count.
The WeekendInvesting User Manual
The performance for the week and the month for all the smallcases is presented below.
Large & Mid Cap Strategies – Performance
Mid & Smallcap Strategies – Performance
Smallcap Based Strategies
All Cap Based Strategies – Performance
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.
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.
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.
This is all for this week. Please stay safe and we shall meet again next week. Bye !