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 turned a downtrend at the start of the week and closed down by -3.50%. The Nifty index remained volatile throughout the week with higher intraday volatility. The US market sell-off and budget events have triggered the volatility.
The Nifty Index Movement for a week
Open - 18235.65
Low - 17487.20
High - 18350.95
Close - 17617.15
Model 1, Model 2 & Model 3
Model 1, 2 & 3 are down -6.01, -6.96 & -4.29 respectively.
Model 1, 2 & 3 have underperformed the Index by -2.51%, -3.46% & -0.79% respectively.
Nifty Long-Short
The Nifty Index Long-Short strategy has ended up in green at +2.86%. The nifty Long-Short is providing a perfect hedge to the portfolio when it is needed the most.
Next Week Update
There are 3, 2 and 4 changes for Model 1, 2 & 3 respectively for the next week.
The current position for the Nifty Long-Short Strategy is Short.
Long term Performance Summary
November 2021 Summary
*Returns are calculated at the actual executed trades after brokerage and taxes
Model 1, 2 & 3 have clocked +5.85%, -0.23% and +4.54% return respectively in Dec 2021 compared to +2.24% return in the Nifty 50 Index.
Nifty Long-Short has gained momentum and ended up +9.66% in Dec 2021.
Model 1, 2, and Nifty Long-Short clocked +86%, 33%, and 5.95% respectively for the Year 2021 (1st Jan 2021 -31 Dec 2021) compared to +24% return in the Nifty 50 Index.
Year To Date - 2022
Model 1 has outperformed the Nifty in YTD 2022. Model 1, 2 & 3 each gave a return of +2.5%, -2.80% & -2.43% respectively vs. Nifty's return of +1.46% for the Year 2022.
Nifty Long-Short year-to-date (From 1st Jan 2022) return is now +21.68% as compared to the +1.46% of the Index.
Model 3 is up 18% compared to 11% of the Nifty Midcap Index from 12th July 2021.
Summary since inception
Model 1 and 2 are up 182% and 77% respectively from inception. For the same period, the Nifty Index is up 63%.
The Nifty long-Short strategy is up 114% since inception and 211% on the margin money since inception.
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.
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