Weekly update: for week ending 18th November

WEEK that was

While we started the week on a positive note, everything turned sour as it progressed. All major indices corrected and our strategies were no different. #MWM is a drawdown of -4.88%


Here is a weekly update on our strategies.


MWM website was down -3.42% this week to close at 298.88% returns since inceptionOur Overall out performance to benchmarks is at 206.58%


The current draw down is at -4.88%



This week will have 2 Exits and 2 Additions in MWM website

This week will have 3 Exits and 3 Additions in MWM 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 98.12%. 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.


Find below the Asset Allocation video telling you how you can tweak the over all risk below your pain thereshold to ride the horse forever.



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 -2.12% this week. Our Overall return stands at  141.25% returns since inception. Which is  20.57% CAGR. We have 19% still in cash. Strategy outperformance to benchmarks stand at 50.51%




We have 01 Exit this week. Proceeds move to cash.


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


Watch This webinar where he explains the entire concept in easy to understand language.



#MWO. MysticWealth Options:



It was a OK week for MWO, atleast the bleeding has stopped. We have a long way to go to recover this 18% Drawdown.


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.

Our Current DD is at 17.92%. with a total return of 41.85% (7.71% CAGR)


You can know more about MWO here.

Have a Great weekend!!!