Portfolio Health Assessment - (30th May 2022 - 3rd 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

After a gap higher on Monday, the Nifty index remained range-bound for the remainder of the week. At the end of the week, the Nifty index stayed in an uptrend.

This week, the Nifty index is up by +1.56 percent.

The Nifty Index Movement for a week

Open - 16527.90
Low   - 16438.85
High  - 16793.25
Close - 16584.30

Model 1, Model 2 & Model 3

This week, Models 2 & 3 are up +3.41 percent, & +0.0.8 percent respectively and Model 1 is down -1.60 percent.

Model 2 has outperformed the Index by +1.85 percent, and Models 1 & 3 have underperformed the index by -3.06 percent, and -1.48 percent respectively.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a positive result of +5.81 percent.

Next Week Update

The Nifty Long-Short Strategy's current position is Long. For the next week, Models 2, and 3  will have an approx 40% stock allocation and Model 1 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 acquired 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 -19.31 percent, -18.85 percent, and -10.71 percent, respectively, compared to Nifty's -4.36 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +0.77 percent, compared to the Index's -4.36 percent.

From July 12th, 2021, the Model 3 is up +8%, compared to +2% for the Nifty Midcap Index.

Summary since inception 

Since their debut, Model 1 and 2 have increased by 122 percent and 48 percent, respectively. The Nifty index has increased by 54 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 78 percent on capital and 144 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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