Weekly update: for week ending 28th Jan, 2022

WEEK that was


Relentless selling by FIIs continue and while Nifty bounced from supports, this still looks like dead cat bounce in a down market. Market seems to be pricing in some bad news of the budget.

Here is a weekly update on our strategies.



MWM website lost 3.18% this week. We closed at  296.75% returns since inceptionOur Overall out performance to benchmarks is now at 211%. Current Drawdown stands at -5.4%. We have averaged 32.46% CAGR in last 4.5 years.



This week will have 4 exits and 1 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 -3.54% this week. Our Overall return stands at  140% returns since inception. Which is 19.61% CAGR. We have 14% still in cash. Strategy outperformance to benchmarks stand at 55%



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:

There were NO trades this week in MWO.



MWO had no changes this week.

Our Current DD is at -15.78%. with a total return of 45.55% (8% 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!!!