Portfolio Health Assessment - (27th June 2022 - 1st 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 we saw a range-bound Index with higher Intraday volatility, especially after 3 pm. At the end of the week, the Nifty index remained flat.

This week, the Nifty index is up by +0.34 percent.

The Nifty Index Movement for a week

Open - 15926.20
Low   - 15511.85
High  - 15927.45
Close - 15752.05

Model 1, Model 2 & Model 3

This week, Models 1 and 3 are up +0.12 percent, and +1.05 percent respectively. Model 2 is down -0.37 percent.

Models 1, and 2 have underperformed the Index by -0.22 percent, and -0.71 percent respectively. Model 3 has outperformed the Index by +0.71 percent. 

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a negative result of -3.80 percent this week.

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 30% stock allocation.

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 -22.57 percent, -26.41 percent, and -13.15 percent, respectively, compared to Nifty's -9.28 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +5.63 percent, compared to the Index's -9.28 percent.

From July 12th, 2021, the Model 3 is up +5%, compared to -4% for the Nifty Midcap Index.

Summary since inception 

Since their debut, Model 1 and 2 have increased by 113 percent and 34 percent, respectively. The Nifty index has increased by 46 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 86 percent on capital and 159 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