Portfolio Health Assessment - (20th June 2022 - 24th June 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

This week we saw major corrections in small & mid-cap at the beginning of the week after that both the index regained the lost ground.  At the end of the week, the Nifty index stayed in an uptrend.

This week, the Nifty index is up by +2.65 percent.

The Nifty Index Movement for a week

Open - 15657.40
Low   - 15619.80
High  - 15747.50
Close - 15699.25

Model 1, Model 2 & Model 3

This week, Models 1 and 2 are down -0.92 percent, and -3.60 percent respectively. Model 3 is up +0.10 percent.

Models 1,2 and 3 have underperformed the Index by -3.57 percent, -6.25 percent, and -2.55 percent respectively.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a negative result of -7.63 percent this week.

Next Week Update

The Nifty Long-Short Strategy's current position is Long. For the next week, Models 1,2, and 3  will have an approx 30% stock allocation.

Long-term Performance Summary

Monthly Performance Summary

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

In May 2022, Models 1, 2, and 3 returned -11.73 percent, -7.77 percent, and -5.18 percent, respectively, compared to the Nifty 50 Index's -3.03 percent return.

In May 2022, the Nifty Long-Short has lost some traction and is down -10.91 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 -22.66 percent, -26.14 percent, and -14.05 percent, respectively, compared to Nifty's -9.59 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +9.80 percent, compared to the Index's -9.59 percent.

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

Summary since inception 

Since their debut, Model 1 and 2 have increased by 113 percent and 35 percent, respectively. The Nifty index has increased by 45 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 93 percent on capital and 172 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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