Weekly update: for week ending 17th December

WEEK that was

Markets have taken a U turn again on the negative side. Our Broader market product MWT went into cash 2 weeks ago. BankNifty has moved below its 200 day moving average.

All our strategies bled this week inline with broader markets.


Here is a weekly update on our strategies.


MWM website lost 4.45% this week. We closed at  275.60% returns since inceptionOur Overall out performance to benchmarks is now at 191%

The current draw down is at –10.43%.



This week will have 3 Exits 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 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


Now is a good time as any to bring your attention to the power of Asset Allocation. Your exposure should be in accordance to your pain thereshold. Please watch this Video we prepared to bring this point home.


#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 down  3.49% this week. Our Overall return stands at  128.55% returns since inception. Which is 18.85% CAGR. We have 19% still in cash. Strategy outperformance to benchmarks stand at 44.6%


There are NO changes this week.



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 gained 0.27% this week.

Our Current DD is at -17.30%. with a total return of 42.92% (7.75% CAGR). We are underperforming the buy and hold Nifty by -40%.

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!!!