Weekly update: for week ending 11th Feb, 2022

WEEK that was


Smallcap index took it on the chin this week by dropping 4%. Both MWM and MWV have quite a few of them and therefore corrected along.

Here is a weekly update on our strategies.


MWM website lost -5.27% this week. We closed at  284.79% returns since inceptionOur Overall out performance to benchmarks is now at 196%. Current Drawdown stands at -8.24%. We have averaged 31.37% CAGR since april 2017.



This week will have 1 exit and NO 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 --4.74% this week. Our Overall return stands at  132% returns since inception. Which is 18.65% CAGR. We have 19% in cash. Strategy outperformance to benchmarks stand at 44.66%



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 was up by a fraction (Rs 3500) this week.


Our Current DD is at -15%. with a total return of 468% (8% CAGR). We are underperforming the buy and hold Nifty by -42%


Have a Great weekend!!!