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 was volatile for the entire week. For the start of the week the Nifty Index was down due to tariff impact of US and next day the Nifty Index shoot up and closed above 23700 mark then we have consolidation in the Index and it is closed around 23500 level. We have seen four consecutive months of negative return in the Nifty. The RBI has cut the repo rate by 25bps to 6.25%. The CPI inflation rate in India decrease from 5.22% in December to 4.2% in January. In contrast to the RBI's prediction of 6.6%, the first advance GDP estimate for this fiscal year is 6.4%. GST collection for December 2024 comes at 1.77 lakh crore which is 7.3% higher compared to last year.
The US CPI for December comes at 2.9% in December. The Fed lowered its interest rate by 100 basis points in 2024, but it raised its inflation prediction for the following year from 2.1% to 2.6%. Additionally, the Fed has only indicated one rate cut or no cut for 2025, compared to its initial two rate cuts.
Weekly recap:
The Bank Nifty Index and the Nifty IT index have underperformed the Nifty Index this week.
This week, Nifty Midcap 100 Index is up +0.23 percent.
The Nifty Index is up +0.33 percent.
Key Levels for the Nifty Index Daily Timeframe
20 EMA - 23441
50 DMA - 23754
200 DMA - 24039
Nifty Weekly Timeframe Levels
Open - 23319.35
Low - 23222.00
High - 23807.30
Close - 23559.95
Nifty closed above 20 EMA and down below 200 DMA and 50 DMA suggesting short term up trend in the Nifty Index.
Model 1 & Model 3
This week, Model 1 is flat +0 percent and Model 3 is down -0.14 percent.
Model 1 has underperformed the Index by -0.33 percent and Model 3 has underperformed the Index by -0.37 percent respectively.
Nifty Long-Short
The Long-Short strategy for the Nifty Index has returned a positive result of +0.66 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 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 - 2024
Models 1 and 3 returned -15.04 percent and -14.85 percent respectively, compared to Nifty's -0.36 percent return for 2025.
The Nifty Long-Short year-to-date return (from January 1, 2025) is now -0.18 percent, compared to the Index's -0.36 percent.
From July 12th, 2021, the Model 3 is up +113%, compared to 95% for the Nifty Midcap Index.
Summary since inception
Since its debut, Model 1 has increased by 237 percent. The Nifty index has risen by 118 percent over the same time span.
Since its debut, the Nifty long-short strategy has increased by 436 percent on capital and 807 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}