Weekly update: for week ending 27th May, 2022

WEEK that was

 

Volatility continues. While the large caps and NIFTY have stopped falling and look to have taken the support, Smallcap index is still bleeding bad.

Here is a weekly update on our strategies.

 

MWM  lost -1.75% this week to close at 247.95% total returnsOur Overall outperformance to benchmarks is at 170.94%. The current Drawdown stands at -17.03%%. We have averaged 26.90% CAGR since April 2017.

 

 

This week will have 2 Entries and 1 exits in both MWM website and Smallcase

 

#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.

 

In case you find Drawdowns of MWM unbearable, please watch the below presentation on Asset Allocation product MMG.

 

 

 

Mystic Wealth value lost -2.05% this week. Our Overall return stands at 109.16% since inception. Which is 15.14% CAGR. We have 16% in cash. Strategy outperformance to benchmarks stands at 32.15%

 

 

This week will have NO Change.

 

 

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.

 

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

 

 

TELEGRAM Channel.

 

To enable fast and prompt communication, we have launched a Telegram channel. Please subscribe to the channel to receive an instant update on our latest blog, video, and rebalance updates.

 

 

Happy Weekend.

 

MysticWealth.