Portfolio Health Assessment - (28th Aug 2021 - 3rd 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 +3.70%. The Nifty index has witnessed a massive rally this week.

The Nifty Index hit 16764.85 on the lower side and hit 17339.50 on the upper side and ended at 17320.55.

Model 1 & Model 2

Model 1 & 2 are up 4.15% and 3.19% respectively this week. Model 1 has outperformed the index by 0.45% and Model 2 has underperformed the index by 0.51% for the week.

Nifty Long-Short

The Nifty Index Long-Short strategy has ended up in green by 7.48%.

Next Week Update

There is no change for Model 1 & 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 51.48% & 51.49% respectively vs Nifty's return of 23.90% 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 -0.75% as compared to the 23.90% 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 123.99% and 107.06% respectively from inception. For the same period, the Nifty Index is up 60.36%. Both the Models have hit the all-time high mark this week.

The Nifty long-Short strategy is up 64.90% and 120% on the margin money.

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