Weekly update: for week ending 4th Feb, 2022

WEEK that was


Markets are still indecisive. While FIIs are selling relentlessly, Major indices have infact rallied this week. US had a big accident this week, facebook lost more than 200 billion in a single day. That is more than 01 full reliance industries gone.

Here is a weekly update on our strategies.



MWM website gained 2.39% this week. We closed at  306.21% returns since inceptionOur Overall out performance to benchmarks is now at 216.60%. Current Drawdown stands at -3.10%. We are averaging 32.97% CAGR since April 2017.



This week will have 1 exit and 6 entries in both MWM website and Smallcase. With that we will be fully deployed 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 84.84%. 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  1.55% this week. Our Overall return stands at  144.32% returns since inception. Which is 19.91% CAGR. We have 14% still in cash. Strategy outperformance to benchmarks stand at 54.70%

This week will have 01 Exit. Cash Moves to liquid bees.


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


We recently did a Clubhouse with Sanchit, sponsored by smallcase. The session saw both Manish and Dayanand answer FAQs on Mysticwealth Momentum and value. If you missed the Live session, please find below the recordings.




#MWO. MysticWealth Options:



MWO gained 1.55% this week. This includes (3 month) liquid bees interest earned from idle cash.

Our Current DD is at -15.1%. with a total return of 46.72% (8.1% CAGR). We are underperforming the buy and hold Nifty by -43%

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.


Have a Great weekend!!!