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 Nuclear war threat from the ongoing Russian invasion of Ukraine. We have seen a sharp cut and reversal in the Nifty Index Intraday. 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 15% from the top.
The Nifty index ended at -2.48% 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 - 16481.60
Low - 16134.10
High - 16815.90
Close - 16245.35
Model 1, Model 2 & Model 3
Model 1, 2 & 3 are down -0.52%, -3.06% & -0.84% respectively.
Model 1,& 3 have outperformed the Index by +1.98% & +1.64% respectively. While Model 2 has underperformed the Index by -0.58%.
All Models are in 100% cash.
Nifty Long-Short
The Nifty Index Long-Short strategy has ended up negative at -11.02%.
Next Week Update
The current position for the Nifty Long-Short Strategy is Short. All three models are having 100% cash allocation.
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 -12.76%, -17.81% & -10.48% respectively vs. Nifty's return of -6.44% for the Year 2022.
Nifty Long-Short year-to-date (From 1st Jan 2022) return is now -6.06% as compared to the -6.44% of the Index.
Model 3 is flat 0% compared to 8% of the Nifty Midcap Index from 12th July 2021.
Summary since inception
Model 1 and 2 are up 140% and 50% respectively from inception. For the same period, the Nifty Index is up 50%.
The Nifty long-Short strategy is up 65% since inception and 120% 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.
________________________________________________________________________________________________
Looking to invest? You can find our terms of service here. Or you can write to us and we will get back to you
