Weekly update: for week ending 3rd December

WEEK that was

Market is trying to stage a comeback after getting the thrashing last week. There is a lot of volatility between bulls and bears in this tug of war. US markets are also in downtrend (short term timeframes). MWM is under performing the benchmarks as its on 35% cash.


Here is a weekly update on our strategies.

MWM website was down -1.26% this week to close at 284.27% returns since inceptionOur Overall out performance to benchmarks is now at 198.12%

The current draw down is at -8.37% and total cash in hand is 35%.


This week will have 2 Exits and 03 Additions 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.

Smallcase is showing a 2 year CAGR of 85.28%. which is an excellent performance whichever way you cut it. You can download the smallcase excel sheet from here


A session on Trend following was done by Manish Dhawan for defineedge at last concluded #EDECMA

Definedge team has decided to make the content available out of Paywall. Please watch the video and give your valuable feedback.


#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 -1.91% this week. Our Overall return stands at  131.05% returns since inception. Which is  19.29% CAGR. We have 23% still in cash. Strategy outperformance to benchmarks stand at 44.90%



We have No change for this week.

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


Performance snapsot




#MWO. MysticWealth Options:



MWO gained this week, atleast the bleeding has stopped. We have a long way to go to recover this Drawdown.

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.

Our Current DD is at -16.56%. with a total return of 44.21% (8.02% CAGR)



You can know more about MWO here.

Have a Great weekend!!!