WEEK that was
Nothing new to talk about, same fact remains. We are in midst of a crazy bull run with no respite for bears and non believers
Both our Model Portfolios did well This week.
Here is a weekly update on our strategies.
MWM website gained 2.83% this week to close at ATH of 319% returns since inception. Our Overall out performance to benchmarks is at 220.88%
This week will have NO changes 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 118.90% year on year. 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 separate set of stocks now and therefore performance would be different. Please find below MWM smallcase graph.
Mystic Wealth value moved 2% this week to clock a new ATH of 145.07% returns since inception. Which is 21.47% CAGR. We have 12% still in cash. Strategy outperformance to benchmarks stand at 46.55%
This week will have NO Changes.
Here is a MWV smallcase graph.
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
Our article on 2 Investing mistakes was published on Tickertape. Check if you are suffering from either 01 of them to correct course.
#MWO. MysticWealth Options:
TCS Earnings trade went bad and we have added to our drawdown this week.
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 40.98% (7.74% CAGR)
You can know more about MWO here.
We Ran a Tweet storm this week explaining the Power of ASSET allocation. How a combination of MWM/MWV and Gold, reduces the drawdowns by half without compromising on returns that much.
Have a look.
Here is an example to understand how Asset Allocation works.
Let us say , u were Invested in #MWM as 100% of your equity. This is what you went through. from April 2017 to 13/Oct-2021
38% CAGR with 25% MDD
Smallcase data. Website data is little different. (36.5% CAGR, 28% MDD pic.twitter.com/HJaR2F6P01
— Mystic Wealth (@MysticWealth11) October 15, 2021
Have a Great weekend!!!