Portfolio Health Assessment - (19th Sep 2022 - 23rd Sep 2022)

Portfolio Links

Model 1 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

The Nifty Index has had an extremely volatile movement for the entire week. Due to concerns about inflation, the Fed increased the federal funds rate by 0.75%, and the entire global market is under pressure. Compared to the Nifty Index, Bank Nifty has demonstrated a comparatively greater weakness and the Nifty IT index has shown strength.

This week, the Nifty index is down -1.16 percent, and the Nifty Midcap 100 Index is down -1.32 percent.

The Nifty Index Movement for a week

Open - 17540.65
Low   - 17291.65
High  - 17919.30
Close - 17327.35

Model 1, Model 2 & Model 3

This week, Model 1 and Model 3 are down -2.58 percent and -1.89 percent respectively.

Model 1 has underperformed the Index by -1.42 percent and Model 3 has underperformed the Index by -0.57 percent.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a negative result of -1.72 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 August 2022, Models 1, and 3 returned +5.82 percent, and +9.73 percent respectively, compared to the Nifty 50 Index's +3.50 percent return.

In August 2022, the Nifty Long-Short gained some traction and is down -6.81 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, and 3 returned -10.86 percent, and +2.90 percent respectively, compared to Nifty's -0.21 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +12.33 percent, compared to the Index's -0.21 percent.

From July 12th, 2021, the Model 3 is up +25%, compared to 13% for the Nifty Midcap Index.

Summary since inception 

Since its debut, Model 1 has increased by 145 percent. The Nifty index has increased by 60 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 98 percent on capital and 181 percent on margin money.

Models 1 has 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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