Weekly update: for week ending 18th Feb, 2022

WEEK that was


A tug of war is underway. Nifty cracked 3% in a day after speculation of a war breaking out and recovered the same amount the next day. Our Strategies did not recover the way Nifty did and therefore our outperformance %age has reduced.

Here is a weekly update on our strategies.


MWM website lost -2.66% this week. We closed at  274.5% returns since inceptionOur Overall out performance to benchmarks is now at 187%. Current Drawdown stands at -10.68%. We have averaged 30.50% CAGR since april 2017.




This week will have 1 exit and 2 entry 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.

Last 02 year CAGR of our Smallcase is at of 84.11%. 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 --3.47% this week. Our Overall return stands at  124.66% returns since inception. Which is 17.72% CAGR. We have 23% in cash. Strategy outperformance to benchmarks stand at 37.65%


This week will have 1 exit  (5 bagger booked) and 1 entry in 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


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




#MWO. MysticWealth Options:


MWO was up by 0.69% this week.Our current drawdown is at 14.48% The total CAGR return since 2017 is at 8.19% We are under performing Nifty by 40%.




Have a Great weekend!!!