The Weekendinvesting Smallcases continued their tremendous run in FY 22. All the Smallcases clocked good gains this week with returns ranging between 0.8% and 4%. The last 5 years and 4 months have indeed been a great testimonial to the strategies.
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 a EXIT count from this week onwards.
The performance for the week and the month for all the smallcases is presented below.
Launch of Mi 20, Mi 35 & Mi ATH 2
It gives us great pleasure to inform you all about the launch of three new Smallcases namely – Mi 20, Mi 35 and Mi ATH. Please go through the blog linked below to understand more about the products. These products will be available at weekendinvesting.smallcase.com from Aug 01 2021.
WeekendInvesting LIVE products
The LIVE products are a more suitable for large portfolios and those who have broker accounts that are not synced with the smallcase platform. Also the user here churns their portfolio at Fri 3 PM along with the model and there is no slip between the model the actual experience. The back end task of manual execution and record keeping of course is an additional chore. We recommend going for the LIVE products for portfolios >15 L as market order driven system of the smallcase platform is suited for smaller portfolios mostly.
Mi25 Mi30 and Mi50 are offered as LIVE products. All details on the LIVE products is available at the HUB.
The weekly changes are the same as shown earlier and have been communicated to the users in LIVE markets today.
How to pick the right WeekendInvesting strategy
Please watch this video from 2.5 mins onwards for more details
The selection of the smallcase/ LIVE strategy can be done based on
a. Sub Segment of the market : Mi25 for smallcap, Mi_All_cap for all round diversification OR LTCNX 200 for large caps only
b. Activity specific smallcase like Mi ST ATH which chases all time high stocks
c. Or more passive strategies like NNF10 and NG5050 which are monthly rebalanced ones best to replace index investing with or for asset allocation.
d. More diversified smallcases like Mi30 and Mi50 that suit portfolio size of 10L-25L
We have grouped strategies to their relevant benchmarks and presented the performance below:
We have launched a completely revamped Weekendinvesting HUB that has ALL the details of all the products and their performance updated daily. Please click the link above. The key feature here is 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 also update the HUB with our video based content compartmentalized based on their genre which can be immensely useful.
How to Rebalance Your Smallcase the Correct Way
The above video is very important for all folks who are using WeekendInvesting Smallcases. We explain what incremental changes are ? - We show why incremental changes occur with an illustration - and conclude the video with a LIVE Demo on how to avoid incremental changes and rebalance your Smallcase the correct way.
WeekendInvesting Telegram and YouTube Channel
We post daily content related to investing on our Weekendinvesting Telegram Channel and a YouTube channel for community learning of new topics. We look forward to having you all there.! We try to take up a new topic every day for a 10 - 15 min discussion. 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 !