Portfolio Health Assessment - (4th Apr 2022 - 8th 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 initial gain on the news of the HDFC and HDFC Bank merger at the start of the week has been given up by the Nifty. At the end of the week, the Nifty Index stayed in an upward trend.

This week, the Nifty index is up by 0.64 percent.

The Nifty Index Movement for a week

Open - 17809.10
Low   - 17602.20
High  - 18114.65
Close - 17784.35

Model 1, Model 2 & Model 3

This week, Models 1,2, and 3 are up +6.30 percent, +3.83 percent, and +3.79 percent respectively.

Models 1, 2, and 3 have outperformed the Index by +5.76%, +3.19% and +3.15% respectively.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a negative result of -1.37 percent.

Next Week Update

The Nifty Long-Short Strategy's current position is Short. 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 February 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 -3.68 percent, -12.79 percent, and +1.16 percent, respectively, compared to Nifty's +2.42 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +7.02 percent, compared to the Index's +2.42 percent.

From July 12th, 2021, the Model 3 is up 22%, compared to 12% for the Nifty Midcap Index.

Summary since inception 

Since their debut, Model 1 and 2 have increased by 165 percent and 59 percent, respectively. The Nifty index has increased by 64 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 88 percent on capital and 163 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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