Markets continued to remain volatile and weak amidst uncertainty around several factors that are already known to all with Nifty 50 trading below it’s 200 DMA for the entire week. The weakness may continue if the tension around Russia – Ukraine issue does not ease. Smallcaps having closed flat, showed relative strength compared to other indices. In the sectors, Banking took a beating this week with PVT BANK , NIFTY BANK , PSU BANK falling by (-5.51%) , (-5.55%) & (-3.2%) respectively. Top performing sectors of the current FY like METALS (+7%) , ENERGY (+3.8) , IT (+2.1%) showed very encouraging signs of strength this week and brought much needed cheer to the markets.
WeekendInvesting Strategies all had a great week outperforming the respective benchmarks simply because of sticking to the strongest stocks (Rotational Momentum Strategies) / sitting partially in CASH (Absolute Momentum Strategies). Mi 25 with (+2.95%) & Mi 20 with (+2.19%) topped the weekly charts.
We have continued to emphasize the importance of GOLD as a hedge to your equity portfolio and there couldn’t have been a better time to visualize the impact of the same. Since 18 Jan 2022 (right when the war panic was heating up), Nifty has cracked down by 10% while GOLD has contrastingly gained 7.65%. Having exposure to GOLD augers extremely well in keeping you calm when panic makes inroads into equities.
Mi EverGreen – which is created to be your companion at all market times, captures the union of Equities & Gold in a superb fashion. We have a special 20% discount for Subscribers of any WeekendInvesting Smallcase (2019 – 2021) . Please use code EVERGREEN20
The performance is updated 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.
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
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 !