Weekly update: 24th Sep

WEEK that was

Markets are bullish hitting all time highs. IT sector in particular was on fire. MWM is not participating in this uptick though. We had a flat week and a muted month (up 3.5%)


Here is a weekly update on our strategies.


MWM website lost -0.89% this week to close at 301.31% returns since inception. Current Drawdown is at -1.40%. Our Overall out performance to benchmarks is at 208.05%


This week will have 1 Exit and 01 Additions in Both MWM website and smallcase. 


You need to subscribe to this newsletter in order to receive Rebalance update in advance. Please read this blog detailing the rebalance process.


Smallcase is up 110.70% year on year and  Up 3.55% Month on Month. You can download the smallcase excel sheet from here



#MWM is a 20 stock Automated, Multi-cap Model portfolio selected on the basis of Price momentum. It has broader market filters to sit in cash in bear markets.

If you want to know more about HOW momentum investing works, read our moneycontrol article

#MWM is a wonderful way to take “Momentum” factor exposure in your portfolio. The entire idea is to capture the Alpha, by falling lesser than the broader markets in bad days and be with fast movers in good days.


Please note that MWM smallcase and MWM website have seperate set of stocks now and therefore performance would be different. Please find below MWM smallcase graph.



Mystic Wealth value is close to its ATH at 129.38% returns since inception. Which is exact 20% CAGR. We have 10% still in cash. Strategy outperformance to benchmarks stand at 36.12%

This month MWV has gained 6.14%



This week will have NO changes Both MWV website and smallcase.


MWV is run by Dayanand Deshpande who is considered an authority on Special situation Investing in India. Over the years, Demergers as a theme has generated amazing wealth for our long term clients.

Checkout our MWV strategy page on website

Here, you can watch the webinar where Mr. Dayanand explains what is Spin-off investing.



Now you can Visit of DASHBOARD page to see LIVE snapshot of ALL 03 strategies. It is a 01 stop PAGE for everything at MysticWealth.


#MWO. MysticWealth Options:


Its getting worse. We lost further ground this week.

Gap between Nifty and MWO increased this week as well and is at whooping 50% now!!


MWO is a Risk defined Option writing Model portfolio aimed at generating income from idle (cash/pledge). We aim to generate 18-25% annual return with around same drawdowns.

Our Current DD is at 16.81%. with a total return of 43.78% (8.3% CAGR)


You can know more about MWO here.


Feel free to contact us at info@mysticwealth.in for any questions and concerns.

Have a great Weekend.