Portfolio Health Assessment - (13th Sep 2021 - 17th Sep 2021)

Portfolio Links

Model 1 Performance     (To know more about it click here)

Model 2 Performance    (To know more about it click here)     

Nifty Future Long-Short Strategy Performance   (To know more about it click here)

Weekly Portfolio Performance Chart

This week, Nifty is up by +1.24%. The Nifty index remained in an uptrend this week.

The Nifty Index hit 17269.15 on the lower side and hit 17792.65 on the upper side and ended at 17602.20.

Model 1 & Model 2

Model 1 & 2 are up 4.39% and 2.18% respectively this week. Model 1 & 2 have outperformed the index by 3.15% and 0.94% respectively.

Nifty Long-Short

The Nifty Index Long-Short strategy has ended up in green by 2.69%.

Next Week Update

There is no change for Model 1 and Model 2 for the next week. 

The current position for the Nifty Long-Short Strategy is Long.

Long term Performance Summary

Model 1 & 2 have clocked 2.17% and 0.61% return in August 2021 compared to 8.69% return in the Nifty 50 Index.

Nifty Long-Short has gained momentum and captured most of the index up move and up 11.69% in August 2021.

Both Model 1 & 2 have outperformed the NIFTY in YTD 2021. Model 1 & 2 each gave a return of 61.30% & 55.40% respectively vs Nifty's return of 25.77% YTD.

Nifty Long-Short is now recovering after witnessing the severe whipsaw in the last 2 months. Its year-to-date (From 1st Jan 2021) return is now below the index with 2.29% as compared to the 25.77% of the Index.

Model 1 and Model 2 both are live from 13th July 2020 while the Index Long-Short strategy has been live from 14th August 2020.

Model 1 and 2 are up 138.51% and 112.41% respectively from inception. For the same period, the Nifty Index is up 69.95%. Both the Models have hit the all-time high mark this week.

The Nifty long-Short strategy is up 69.95% and 129% on the margin money.

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