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The Good Bad and Ugly weekly review : 12 Nov 2021

Reading Time: 5 minutes

Performance Update

This week has turned out to be favorable for all the Indices with Nifty Jnr (2.65%) leading the pack while all other indices gained between 0.98% & 1.39%. WeekendInvesting products made the most out of this move on the up side with Mi NNF 10 (2.28%) & Mi LT CNX 200 (3.54%) leading the performance tables for this week. These are low – volatile , robust long term investment vehicles that are designed to help you create wealth.

Mi NNF 10 recently completed 1 year of LIVE performance. We have had several folks enjoy their journey with this strategy. If you have been investing with Mi NNF 10 since sometime and wish to share your journey with us, please send us an email.

You can subscribe to the Mi NNF 10 using this link or if you have any questions, you can write to us at support@weekendinvesting.com. Overall, the good performance this FY continues. The performance since April 2016 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.


Rebalance Update


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

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.

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.


Testimonials

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

Author

  • Alok is the founder of weekendinvesting.com He is a veteran with over 25 years of experience in the India markets first as a member of the National Stock Exchange and in the last half a decade as a SEBI registered manager specializing in momentum based non discretionary portfolio strategies for retail investors. He is usually found on twitter at @weekendinvestng

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Alok Jain

Alok is the founder of weekendinvesting.com He is a veteran with over 25 years of experience in the India markets first as a member of the National Stock Exchange and in the last half a decade as a SEBI registered manager specializing in momentum based non discretionary portfolio strategies for retail investors. He is usually found on twitter at @weekendinvestng

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Alok Jain

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