Portfolio Health Assessment - (2nd May 2022 - 6th May 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 gloomy for the entire week because of global inflation fears and rising interest rates. RBI raised the repo rate by 40 basis points and the CRR by 50 basis points, removing 87 billion rupees from the system. The Federal Reserve of the United States has raised the benchmark rate by 50 basis points. At the end of the week, the Nifty Index was still trending downward.

This week, the Nifty index is down by -4.04 percent.

The Nifty Index Movement for a week

Open - 16924.45
Low   - 16342.45
High  - 17132.85
Close - 16411.25

Model 1, Model 2 & Model 3

This week, Models 1, 2 & 3 are down -3.12 percent, -5.50 percent, and -2.99 percent respectively.

Models 1, and 3 have outperformed the Index by +0.92 percent, and +1.05 percent respectively. Model 2 has underperformed the Index by -1.46 percent.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a positive result of +7.69 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 an approx 70% stock allocation(7 Stocks each in a 10 stocks portfolio).

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 -10.56 percent, -16.89 percent, and -7.75 percent, respectively, compared to Nifty's -5.49 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +21.02 percent, compared to the Index's -5.49 percent.

From July 12th, 2021, the Model 3 is up 12%, compared to 4% for the Nifty Midcap Index.

Summary since inception 

Since their debut, Model 1 and 2 have increased by 146 percent and 51 percent, respectively. The Nifty index has increased by 52 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 113 percent on capital and 209 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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