The Good Bad and Ugly weekly review : 04 Feb 2022

Performance Update

Despite gaining (+2%) to (+3%) , all benchmark indices remained volatile as expected during the budget week. FIIs seem to be continuing to sell amidst rising US bond yields while DIIs were net buyers. Nifty 50 is trading in a crucial range between support of 16410 & resistance of 18350. Whether we might get to witness a break on the upper side is anybody’s guess and as momentum investors we will PEACEFULLY follow the markets and spend not more than 2 mins a week with our portfolio. Almost all sectors did well this week with positive gains. On the monthly performance, IT has been under the pump with (-10.9%) losses while PSU BANKS topped the sectoral table with (+14.35%) gains.

All WeekendInvesting strategies ended the week with positive gains. It was a fabulous week particularly for Mi NNF 10 ( +5%) , Mi 35 (+4.8%) & Mi 25 (6.28%). With only 2 months left in this FY, we are looking quite healthy and hope to finish on a high. Fingers Crossed !

The performance metrics are 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.

Rebalance Update

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 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

A BRAND NEW SMALLCASE – Mi EVERGREEN

This consolidated document contains all the links relevant to Mi Evergreen – All past WeekendInvesting plan holders from CY 2019 , 2020 & 2021 can avail this Smallcase at a special discount of 20% using the code EVERGREEN20.

Subscribe to Mi EverGreen here

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.

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 check out all previous 444 queries here

Testimonials

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