Weekly update: for week ending 31st December, 2021

WEEK that was

We at Mystic Wealth would like to wish you and your family a  Happy and prosperous New Year. Market cheered the New Year as well and has rallied nicely. Both indices and broader markets have shown strength. Whether this is typical seasonal play and year end window dressing or does it have legs is remain to be seen.

Please note that, going forward, we will post this newsletter only when we have portfoio changes to be discussed or end of the month, whichever is earlier.


Here is a weekly update on our strategies.


MWM website gained 3.6% this week. We closed at  288% returns since inceptionOur Overall out performance to benchmarks is now at 200.17%. Current Drawdown stands at -7.5%




This week will have 0 Exits and 03 Additions in 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 85.27%. 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 up 1.38% this week. Our Overall return stands at  132.19% returns since inception. Which is 19.08% CAGR. We have 14% still in cash. Strategy outperformance to benchmarks stand at 44.33%



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 gained 1.43% this week.

Our Current DD is at -16.12%. with a total return of 44.97% (8% CAGR). We are underperforming the buy and hold Nifty by -42.89%.

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.


We wish you a merry chrismas and a Happy New Year,

Have a Great weekend!!!