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 Smallcap and Midcap indices have seen some of the worst volatility this week. This week, the Smallcap index is down 7.4% and the midcap index is down 9.4%. This week, the Nifty Index also broke through the January 2025 low. The market is not reacting to the RBI's positive move of injecting liquidity through OMO and lower the CPI inflation figure for January 2025. The Nifty Index was volatile for the entire week. The Nifty has had a negative return for four months in a row. The repo rate was lowered by 25 basis points to 6.25% by the RBI. In January, India's CPI inflation rate dropped to 4.32% from 5.22% in December. 1.95 lakh crore in GST was collected in January 2025, a 12.3% increase over the previous year.
In January 2025, the US CPI was 3%, which is higher than December 2024 print. The Fed has signaled of No rate cut for 2025 as inflation is becoming sticky.
Weekly recap:
The Bank Nifty Index has outperformed the Nifty Index and the Nifty IT index has underperformed the Nifty Index this week.
This week, Nifty Midcap 100 Index is down -7.38 percent.
The Nifty Index is down -2.68 percent.
Key Levels for the Nifty Index Daily Timeframe
20 EMA - 23296
50 DMA - 23612
200 DMA - 24052
Nifty Weekly Timeframe Levels
Open - 23543.80
Low - 22774.85
High - 23568.60
Close - 22929.25
Nifty closed below 20 EMA ,200 DMA and 50 DMA suggesting down trend in the Nifty Index.
Model 1 & Model 3
This week, Model 1 is flat +0 percent and Model 3 is down -0.97 percent.
Model 1 has outperformed the Index by +2.68 percent and Model 3 has outperformed the Index by +6.41 percent respectively.
Nifty Long-Short
The Long-Short strategy for the Nifty Index has returned a positive result of +3.42 percent this week.
Next Week Update
The Nifty Long-Short Strategy's current position is Short.
Long-term Performance Summary
Monthly Performance Summary of Models
*After brokerage and taxes, returns are determined at the performed deals.
In January 2025, Models 1 and 3 returned -15.04 percent, and -14.66 percent respectively, compared to the Nifty 50 Index's -0.58 percent return.
In January 2025, the Nifty Long-Short is up +0.12 percent.
For the Year 2024 Model 1, 3 and Nifty Long Short returned +25%, +76%, and +45% respectively, compared to the Nifty 50 Index's return of +9%.
For the Financial year 2023 - 2024 (1st April 2023 - 31st March 2024), Model 1, 3 and Nifty Long-Short returned +86.48%, +82.78%, and +36.20%, respectively, compared to the Nifty 50 Index's return of +28.61%.
Year To Date - 2025
Models 1 and 3 returned -15.04 percent and -15.68 percent respectively, compared to Nifty's -3.03 percent return for 2025.
The Nifty Long-Short year-to-date return (from January 1, 2025) is now +3.23 percent, compared to the Index's -3.03 percent.
From July 12th, 2021, the Model 3 is up +111%, compared to 81% for the Nifty Midcap Index.
Summary since inception
Since its debut, Model 1 has increased by 237 percent. The Nifty index has risen by 112 percent over the same time span.
Since its debut, the Nifty long-short strategy has increased by 454 percent on capital and 841 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 operating 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
){kind=link}