Portfolio Health Assessment - (11th July 2022 - 15th July 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 the Nifty Index remains volatile and ends up closing above the 16000 mark and remains on a downtrend at the end of the week. 

This week, the Nifty index is down by -1.06 percent.

The Nifty Index Movement for a week

Open - 16136.15
Low   - 15858.20
High  - 16248.55
Close - 16049.20

Model 1, Model 2 & Model 3

This week, Models 1, and 3 are up +2.04 percent, and +2.54 percent respectively. Model 2 is down by -0.34 percent.

Models 1, 2, and 3 have outperformed the Index by +3.01 percent, +0.72 percent, and +3.6 percent respectively.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a negative result of -5.51 percent this week.

Next Week Update

The Nifty Long-Short Strategy's current position is Short.

Long-term Performance Summary

Monthly Performance Summary

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

In June 2022, Models 1, 2, and 3 returned -4.76 percent, -9.29 percent, and -3.90 percent, respectively, compared to the Nifty 50 Index's -4.85 percent return.

In June 2022, the Nifty Long-Short has gained some traction and is up +10.94 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 -19.58 percent, -26.08 percent, and -9.80 percent, respectively, compared to Nifty's -7.57 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +9.89 percent, compared to the Index's -7.57 percent.

From July 12th, 2021, the Model 3 is up +9%, compared to 1% for the Nifty Midcap Index.

Summary since inception 

Since their debut, Model 1 and 2 have increased by 121 percent and 34 percent, respectively. The Nifty index has increased by 49 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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