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 remained volatile starting with a big Gap-Down followed by a sharp recovering amid the Russian invasion of Ukraine news. Currently, the Indian market is following the global markets and is majorly driven by global factors. The Small Cap Index breached the 200-DMA level for the first time since March 2020.
The Nifty index ended at -0.57% this week.
Please read our post on Market Update Jan 2022 for more context.
The Nifty Index Movement for a week
Open - 17076.15
Low - 16809.65
High - 17490.60
Close - 17276.30
Model 1, Model 2 & Model 3
Model 1, 2 & 3 are down -3.73, -1.50 & -2.50 respectively.
Model 1, 2 & 3 have underperformed the Index by -3.16%, -0.93% & -1.93% respectively.
Nifty Long-Short
The Nifty Index Long-Short strategy has ended up positive at +0.15%.
Next Week Update
The current position for the Nifty Long-Short Strategy is Long.
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 -3.65%, -7.16% and -2.93% return respectively in Jan 2022 compared to -0.14% return in the Nifty 50 Index.
Nifty Long-Short has gained momentum and ended up +26.28% in Jan 2022.
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, 2 & 3 each gave a return of -10.42%, -9.38% & -7.42% respectively vs. Nifty's return of -0.51% for the Year 2022.
Nifty Long-Short year-to-date (From 1st Jan 2022) return is now +29.54% as compared to the -0.51% of the Index.
Model 3 is up 12% compared to 5% of the Nifty Midcap Index from 12th July 2021.
Summary since inception
Model 1 and 2 are up 146% and 65% respectively from inception. For the same period, the Nifty Index is up 60%.
The Nifty long-Short strategy is up 128% since inception and 237% 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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