Weekly update: for week ending 24th December

WEEK that was

Nifty is holding on to 30 week moving average for its dear life. There are no clear winners between bulls and bears. It is almost like market is waiting the potency of Omicron before deciding its course.  Same price action is happening on USD INR.

Here is a weekly update on our strategies.


MWM website lost 0.27% this week. We closed at  274.60 % returns since inceptionOur Overall out performance to benchmarks is now at 190.5%

The current draw down is at –10.7%.



This week will have 1 Exits and 02 Additions in MWM website and

01 Exit and 01 Entry in MWM Smallcase.   (Both portfolios have same set of stocks again)


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 82%. 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 0.21% this week. Our Overall return stands at  129.04% returns since inception. Which is 18.82% CAGR. We have 19% still in cash. Strategy outperformance to benchmarks stand at 44.9%


We will be buying 1 Stock on Monday. 5% allocation.


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 are No changes to the portfolio this week.

Our Current DD is at -17.30%. with a total return of 42.92% (7.75% 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.


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

Have a Great weekend!!!