Portfolio Health Assessment - (18th Apr 2022 - 22nd Apr 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

The Nifty index remained volatile for the entire week amind global inflation concerns and rising commodity and crude oil prices. On the news of the Fed's 50 basis point rate hike for the upcoming FOMC meeting in May, the Nifty Index remained in a downward trend at the end of the week.

This week, the Nifty index is down by -1.74 percent.

The Nifty Index Movement for a week

Open - 17183.45
Low   - 16824.70
High  - 17414.70
Close - 17171.95

Model 1, Model 2 & Model 3

This week, Model 1 is up +0.97 percent, and Model 2 & 3 are down by -0.28 percent and -2.70 percent respectively.

Models 1, and 2 have outperformed the Index by +2.71 percent, and +1.46 percent respectively. Model 3 has underperformed the Index by -0.96 percent.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a positive result of +6.28 percent.

Next Week Update

The Nifty Long-Short Strategy's current position is Long. For the next week, Models 1,2, and 3 will have 100 percent stock allocation.

Long term Performance Summary

November 2021 Summary

*After brokerage and taxes, returns are determined at the actually performed deals.

In March 2022, Models 1, 2, and 3 returned +2.76 percent, +1.41 percent, and +6.59 percent, respectively, compared to the Nifty 50 Index's +3.99 percent return.

In March 2022, the Nifty Long-Short has acquired some traction and is up 11.81 percent.

For the year 2021 (1st January 2021 - 31 December 2021), Model 1, 2, and Nifty Long-Short returned +86%, 33%, and 5.95%, respectively, compared to the Nifty 50 Index's return of +24%.

Year To Date - 2022

Models 1, 2, and 3 returned -1.85 percent, -9.76 percent, and -3.54 percent, respectively, compared to Nifty's -1.11 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +22.43 percent, compared to the Index's -1.11 percent.

From July 12th, 2021, the Model 3 is up 16%, compared to 10% for the Nifty Midcap Index.

Summary since inception 

Since their debut, Model 1 and 2 have increased by 170 percent and 64 percent, respectively. The Nifty index has increased by 59 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 116 percent on capital and 215 percent on margin money.

Models 1 and 2 have been operational since July 13, 2020, whereas the Index Long-Short strategy has been operational since August 14, 2020. Model 3 has been operational since July 12, 2021.

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