Portfolio Health Assessment - (25th Apr 2022 - 29th 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 -0.40 percent.

The Nifty Index Movement for a week

Open - 17009.05
Low   - 16888.70
High  - 17377.30
Close - 17111.60

Model 1, Model 2 & Model 3

This week, Models 1, 2 & 3 are down -5.94 percent, -2.55 percent, and -1.42 percent respectively.

Models 1, 2, and 3 have underperformed the Index by -5.54 percent, -2.15 percent, and -1.06 percent respectively.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a negative result of -8.21 percent.

Next Week Update

The Nifty Long-Short Strategy's current position is Long. For the next week, Models 1 will have 80% stock allocation, Model 2 will have 90% stock allocation, and Model 3 will have 90% percent stock allocation.

Long term Performance Summary

November 2021 Summary

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

In April 2022, Models 1, 2, and 3 returned +2.97 percent, +5.51 percent, and -0.35 percent, respectively, compared to the Nifty 50 Index's -2.07 percent return.

In April 2022, the Nifty Long-Short has acquired some traction and is up 7.55 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 -7.68 percent, -12.06 percent, and -4.91 percent, respectively, compared to Nifty's -1.51 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +12.37 percent, compared to the Index's -1.51 percent.

From July 12th, 2021, the Model 3 is up 15%, compared to 8% for the Nifty Midcap Index.

Summary since inception 

Since their debut, Model 1 and 2 have increased by 154 percent and 60 percent, respectively. The Nifty index has increased by 58 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 98 percent on capital and 182 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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