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
This week, the Nifty Indices have been incredibly volatile. CPI in the US comes down to 6.5% compared to 7.1% last month. In India also CPI comes down to 5.72% compared to 5.9% last month. The Nifty Index is rangebound for the last 3 weeks and hovering around 17800-18200.
Weekly recap:
Bank Nifty Index has underperformed the Nifty Index while Nifty IT Index has outperformed it.
Nifty Midcap 100 Index is down -0.73 percent.
The nifty index on the other hand was volatile and we saw positive movement.
This week, the Nifty index is up +0.40 percent.
Open - 18033.15
Low - 17853.65
High - 18183.75
Close - 18027.65
Model 1, Model 2 & Model 3
This week, Model 1 is down -0.34 percent, and Model 3 is down -1.09 percent.
Model 1 has unperformed the Index by -0.74 percent and Model 3 has underperformed the Index by -0.36 percent.
Nifty Long-Short
The Long-Short strategy for the Nifty Index has returned a negative result of -3.56 percent this week.
Next Week Update
The Nifty Long-Short Strategy's current position is Long.
Long-term Performance Summary
Monthly Performance Summary of models
*After brokerage and taxes, returns are determined at the actually performed deals.
In December 2022, Models 1, and 3 returned -7.80 percent, and -7.86 percent respectively, compared to the Nifty 50 Index's -3.48 percent return.
In December 2022, the Nifty Long-Short is down -5.92 percent.
For the year 2022 (1st January 2022 - 30 December 2021), Model 1, 3, and Nifty Long-Short returned -17.87%, -3.31%, and +31.43%, respectively, compared to the Nifty 50 Index's return of +4.27%.
Year To Date - 2023
Models 1, and 3 returned -2.19 percent, and -1.96 percent respectively, compared to Nifty's -0.43 percent return for the year 2023.
The Nifty Long-Short year-to-date return (from January 1, 2023) is now -3.56 percent, compared to the Index's -0.43 percent.
From July 12th, 2021, the Model 3 is up +15%, compared to 13% for the Nifty Midcap Index.
Summary since inception
Since its debut, Model 1 has increased by 121 percent. The Nifty index has increased by 67 percent over the same time span.
Since its debut, the Nifty long-short strategy has returned 124 percent on capital and 230 percent on margin money.
Model 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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