You may go through our latest weekly report for more details.Īll STAIRS models go in line with our fundamental philosophy of making the most and compounding aggressively when markets give us trends and go very defensive as trends fizzle out and enter a rangebound territory, thus providing robust capital & profit protection.
STAIRS will do well when there are up trends & also when there are down trends while giving up some of the gains when markets remain rangebound/volatile. STAIRS is a LONG / SHORT derivative strategy that is designed to offer an uncorrelated diversification option to your equity portfolio.
Note: We are not including LIQUIDBEES as an ADD or an EXIT count. A backup email is sent by mid-day Monday if you have not rebalanced by then and yet another one a day later. If there is a change indicated you can use the smallcase app or log in to to see the rebalance. This advance notice can be used to ignore Monday’s update if there is no change. We give advance notice here on the upcoming changes in your smallcase for Monday. With patience and grit to follow strategy over ups and downs over the last nearly five years, it has been shown that much superior CAGR returns are possible than the benchmarks. These are all long-term strategies that will create enormous wealth in each upswing and then maybe give some back in the downswing and repeat this process again and again achieving the compounding effect. The strategies will pick strong outperforming stocks and remove weak ones once a week (except Mi NNF10, Mi EverGreen & Mi India Top 10 which is monthly rebalanced) The smallcase products are all LONG ONLY products that invest in various subsegments of the markets but have the momentum theme underlying in all of them. We are extremely happy and are looking forward to the times ahead.
FY 24 has been off to a remarkable start with Mi 20 returning 43% followed by Mi 50 at 38%. Mi MT Allcap & Mi NNF 10 had good outings this week with returns of around 2.5% while Mi 35 & Mi India Top 10 remained dull. WeekendInvesting strategies had a good outing this week with the majority of the strategies doing better than their respective benchmarks. REALTY has been solid clocking a massive 45.3% this FY with AUTO and PHARMA occupying the next two spots returning 26% & 24% respectively. REALTY, PHARMA, METALS, ENERGY & COMMODITIES did well to clock above 2% while the rest of the pack stayed neutral to negative. The sectoral charts witnessed a mixed bag this week. Smallcaps continue to lead FY 24 charts clocking a whopping 27% Nifty Jnr picking up after a difficult period earlier this year augurs well for all. Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA Transamerica Financial Life Insurance. Nifty Next 50 was superb this week clocking 2.2% followed by consistent performers Smallcaps and Mid-small 400 at 1.1% & 1.3% respectively. We may see some resistance around 19990 crossing which we can prepare ourselves for a yet another good move beyond the coveted 20k mark. RSI dropped to 60 odd levels which is a good occurrence during all time high markets. Talking point of the week was FED hiking the interest rate to 5.5% taking the cumulative rate hike in this cycle to 5.25% but Indian markets have truly been on top making new peaks. © Copyright 2019 Freedom Finance Australia.Lower cap segments had a relatively better outing while Nifty stayed flat this week.
General insurance is provided by Freedom Finance General Insurance Pty Ltd (CAR 1249783| ABN 18 117 182 497) Corporate Authorised representative of Community Broker Network Pty Ltd | AFSL 233750 | ACN 096 916 184 Contact your adviser to discuss your individual needsįinancial Planning Services are provided by either Freedom Finance Australia Wealth Pty Ltd, ABN 73 644 564 090, Freedom Finance Australia QLD Wealth Pty Ltd, ABN 21 645 817 321, Freedom Finance Australia (Bayside) Pty Ltd, ABN 78 275 634 492, Freedom Finance Australia Southern Metro Pty Ltd, ABN 30 629 282 453, Freedom Finance Australia (Essendon) Pty Ltd, ABN 37 760 641 059 as Authorised Representatives of Wealth Trail Pty Ltd, ABN 73 634 620 956, AFSL 521516.įreedom Finance Australia (NSW) Pty Ltd, ABN 77 166 863 805 is an Authorized Representative of Australian Unity Personal Financial Services Limited, ABN 26 098 725 145, AFSL 234459. Past performance is not necessarily indicative of future performance. Performance is influenced by market volatility over time. You should obtain a Product Disclosure Statement relating to any products mentioned, and consider the statements before making any decision about whether to acquire products. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. It has been prepared without taking into account any of your individual objectives, financial situation or needs. General Advice Disclaimer: The information/advice provided on this site is General Advice Only.
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