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. We have seen a nearly -5% cut in the Nifty Index(The biggest single-day drop since last 20 Months). The Small Cap Index breached the 200-DMA level for the first time since March 2020 and down around 19% from the top. Similarly, The Midcap Index is down around 14% from the top.
The Nifty index ended at -3.58% this week.
Please read our post on Market Update Jan 2022 for more context.
The Nifty Index Movement for a week
Open - 17192.25
Low - 16203.25
High - 17351.05
Close - 16658.40
Model 1, Model 2 & Model 3
Model 1, 2 & 3 are down -2.10, -6.44 & -2.48 respectively.
Model 1,& 3 have outperformed the Index by +1.48% & +1.10% respectively. While Model 2 has underperformed the Index by -2.86%.
Model 1 was having 60% equity exposure, which was further reduced to 20% this Monday.
Nifty Long-Short
The Nifty Index Long-Short strategy has ended up positive at -18.50%.
Next Week Update
The current position for the Nifty Long-Short Strategy is Long. All three models will have 100% cash allocation from the coming Monday.
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 -12.30%, -15.22% & -9.72% respectively vs. Nifty's return of -4.06% for the Year 2022.
Nifty Long-Short year-to-date (From 1st Jan 2022) return is now +5.58% as compared to the -4.06% of the Index.
Model 3 is up 9% compared to 2% of the Nifty Midcap Index from 12th July 2021.
Summary since inception
Model 1 and 2 are up 141% and 54% respectively from inception. For the same period, the Nifty Index is up 54%.
The Nifty long-Short strategy is up 86% since inception and 159% 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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