Portfolio Health Assessment - (8th Nov 2021 - 12th Nov 2021)

Anand Patel November 13, 2021
Portfolio Links

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

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

Model 3 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 the Nifty Index is up by +1.04%. The Nifty Index has witnessed whipsaw without a clear trend for this week.

The Nifty Index hit 17798.20 on the lower side and hit 18123 on the upper side and ended at 18102.75.

Model 1, Model 2 & Model 3

Model 1, 2 & 3 are up +1.26%, +1.40% & +2.13% respectively this week. Model 1,2 & 3 have outperfomred the Index by +0.22%, +0.36%, +1.07% respectively.

Nifty Long-Short

The Nifty Index Long-Short strategy has ended up in red by -4.76%. It has witnessed whipsaw this week.

Next Week Update

There is no change for Models 1,2 & 3 for the next week.

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

Long term Performance Summary

Model 1, 2 & 3 have clocked -0.87%, -6.81% and 1.08% return respectively in Oct 2021 compared to 0.30% return in the Nifty 50 Index.

Nifty Long-Short has gained momentum and is up 17.62% in Oct 2021.

Both Model 1 & 2 have outperformed the Nifty in YTD 2021. Model 1 & 2 each gave a return of 67.06% & 46.04% respectively vs. Nifty's return of 29.47% YTD.

Nifty Long-Short year-to-date (From 1st Jan 2021) return is now below the index with 4.65% (9% on Margin money) as compared to the 29.47% 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 3 is live from 12th July 2021.

Model 3 is up 33% compared to 16% of the Nifty Midcap Index from 12th July 2021.

Model 1 and 2 are up 147% and 100% respectively from inception. For the same period, the Nifty Index is up 68%. Models 1,2 & 3 have hit the all-time high mark this week.

The Nifty long-Short strategy is up 74% and 137% on the margin money.

________________________________________________________________________________________________

Looking to invest? You can find our terms of service here. Or you can write to us and we will get back to you
Tags