Weekly update: for week ending 1st Oct


WEEK that was

Mid and smallcaps staged a comeback this week.  Smallcap index was up around 1%. #MWM our momentum offering is in resting phase, neither going up or down. #MWV, our value offering increased its gap from the benchmarks.

Here is a weekly update on our strategies.


MWM website lost -1.30% this week to close at 296% returns since inception. Current Drawdown is at –2.68%. Our Overall out performance to benchmarks is at 206.29%


This week will have 6 Exits and 04 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 up 107.85% year on year and  Up 0.27% Month on Month. 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 clocked a new ATH at 131.17% returns since inception. Which is exact 20.12% CAGR. We have 10% still in cash. Strategy outperformance to benchmarks stand at 41.39%

MWV is up 2.65% month on month and 56.24% year on year.


This week will have NO changes 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


#MWO. MysticWealth Options:

There was no change to this portfolio as NO trades were taken 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 43.78% (8.3% CAGR)


You can know more about MWO here.


Our Poker and Investing article was published in CNBCnews. Please give it a read.

If you are interested in learning poker, please check out this Youtube course from MIT.



Feel free to contact us at info@mysticwealth.in for any questions and concerns.

Have a great Weekend.