Weekly update: for week ending 4th Mar, 2022

WEEK that was

We are in middle of global tension. Every few hours a new set of news change the sentiment resulting gap ups and gap downs. This was one of rare weeks where index was correcting more than the broader market. Bank Nifty has taken it on the chin. Crude and Gold are moving up and equity the world over is reeling.

Here is a weekly update on our strategies.



MWM website gained 0.29% this week to close at 255.34% returns since inceptionOur Overall out performance to benchmarks is now at 179.48%. Current Drawdown stands at –15.27%. We have averaged 28.90% CAGR since april 2017. We have 36% in cash.



This week will have 4 exits and 2 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.

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.

If you had 70:30 MWM/Gold. Your current Drawdown would have been 9.5%


#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.


Mystic Wealth value was down –0.74% this week. Our Overall return stands at  114.93% returns since inception. Which is 16.54% CAGR. We have 21% in cash. Strategy outperformance to benchmarks stand at 39.22%


This week will have NO CHANGES in 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



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






#MWO. MysticWealth Options:


Our Current DD is at -14.5%. with a total return of 47.81% (8.14% CAGR). We are underperforming the buy and hold Nifty by -28%


Have a Great weekend!!!