Portfolio Health Assessment - (21st Mar 2022 - 25th Mar 2022)

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 and witnessed whipsaw for the entire week without any clear trend.

The Nifty index ended down at -0.78% this week.

Please read our post on What to do with your money during a war for more context.

The Nifty Index Movement for a week
Open - 17329.50
Low   - 17006.30
High  - 17442.40
Close - 17153.00

Model 1, Model 2 & Model 3

Model 1 & 3 are up +0.03% and +4.48% respectively and Model 2 is down -0.26% for this week.

Model 1, 2& 3 have outperformed the Index by +0.81%, +0.52% and +5.26% respectively.

Nifty Long-Short

The Nifty Index Long-Short strategy has ended up negative at -2.1%. 

Next Week Update

The current position for the Nifty Long-Short Strategy is Long. Model 1 & 3 will have 100% equity allocation and Model 2 will have 50% equity allocation for the next week.

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 -9.45%, -11.47% and -7.78% return respectively in Feb 2022 compared to -3.15% return in the Nifty 50 Index.

Nifty Long-Short has lost momentum and given up all the gains of Jan 2022 and ended up -26.00% in Feb 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 -12.73%, -18.02% & -6.46% respectively vs. Nifty's return of -1.22% for the Year 2022.

Nifty Long-Short year-to-date (From 1st Jan 2022) return is now +10.43% as compared to the -1.22% of the Index.

Model 3 is up 13% compared to 6% of the Nifty Midcap Index from 12th July 2021.

Summary since inception 

Model 1 and 2 are up 140%  and 49% respectively from inception. For the same period, the Nifty Index is up 59%. 

The Nifty long-Short strategy is up 94% since inception and 174% 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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