Weekly update: for week ending 10th December

WEEK that was


Market staged a V shaped comeback. The corona variant is a dud!! as per markets. Both Nifty and broader markets saw a considerable improvement in breadth. US markets have hit an ATH.

Here is a weekly update on our strategies.



MWM website gained 2.29% despite having 30% in cash. We closed at  293.09% returns since inceptionOur Overall out performance to benchmarks is now at 203%

The current draw down is at –6.26%.




This week will have NO Exits and 05 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 showing a 2 year CAGR of 85.28%. which is an excellent performance whichever way you cut it. You can download the smallcase excel sheet from here


A session on Trend following was done by Manish Dhawan for defineedge at last concluded #EDECMA

Definedge team has decided to make the content available out of Paywall. Please watch the video and give your valuable feedback.



#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.


#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 separate set of stocks now and therefore performance would be different. Please find below MWM smallcase graph.




Mystic Wealth value was up 2.49% this week. Our Overall return stands at  136.81% returns since inception. Which is 19.82% CAGR. We have 23% still in cash. Strategy outperformance to benchmarks stand at 47.26%



We have 01 Add this week. We shall be doubling our position in an existing Portfolio stock.


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


To know more about underlying philosophy at MysticWealth Value (MWV). Please watch this detailed webinar


#MWO. MysticWealth Options:



MWO lost 1.16% this week.

Our Current DD is at -17.52%. with a total return of 42.54% (7.72% CAGR)

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


You can know more about MWO here.

Have a Great weekend!!!