Portfolio Health Assessment - (18th July 2022 - 22nd 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 on an uptrend for the entire week with reduced volatility. FIIs turns buyer for 4 consecutive days.

This week, the Nifty index is up +4.18 percent.

The Nifty Index Movement for a week

Open - 16151.40
Low   - 16142.20
High  - 16752.25
Close - 16714.30

Model 1, Model 2 & Model 3

This week, Models 2, and 3 are up +1.42 percent, and +2.72 percent respectively. Model 1 is down by -0.49 percent.

Models 1, 2, and 3 have underperformed the Index by -4.67 percent, -3.06 percent, and -1.46 percent respectively.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a positive result of +7.18 percent this week.

Next Week Update

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

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 -19.97 percent, -25.03 percent, and -7.35 percent, respectively, compared to Nifty's -3.71 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +17.78 percent, compared to the Index's -3.71 percent.

From July 12th, 2021, the Model 3 is up +12%, compared to 5% for the Nifty Midcap Index.

Summary since inception 

Since their debut, Model 1 and 2 have increased by 120 percent and 36 percent, respectively. The Nifty index has increased by 55 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 107 percent on capital and 198 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.

________________________________________________________________________________________________

Looking to invest? You can find our terms of service here. Or you can write to us and we will get back to you