Weekly update: for week ending 8th Oct

WEEK that was

The US Seasonality trade is rubbing off on India as well and we are in midst of a super rally!!. Mid smallcaps continued their stellar one way move this week as well inching close to 4%.

#MWM finally moved from its shell and moved 3% this week while #MWV clocked a 4% return.


Here is a weekly update on our strategies.


MWM website gained 2.96% this week to reclaim ATH of 307.81% returns since inception. Our Overall out performance to benchmarks is at 214%

This week will have 0 Exits and 02 Additions in Both MWM website and smallcase.


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Smallcase is up 114.22% year on year and  Up 4.58% 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 moved 4% this week to clock a new ATH of 140.26% returns since inception. Which is  21.05% CAGR. We have 10% still in cash. Strategy outperformance to benchmarks stand at 46.55%


This week will have 2 Exits and 1 Add in Both MWV website and smallcase.


Here is a MWV smallcase graph.



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


Find below our strategy webinar where Daya explains spin-off investing


#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.


We conducted a fascinating Poll on twitter here

while the mathematical answer is C). Correct answer has to be A. as Stock market decisions are taken with stomach and not brain. There is a song in Dil chhahta hai where Aamir khan says,

दूर बनाई थी मंज़िल तो रस्ते में ही शाम हुई अब कहाँ जाऊँ मैं, किसको समझाऊँ मैं.

Set realistic draw down thresholds, Asset allocate to your pain point. The entire game is to NOT get out and play the long game.




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