Are you betting on the wrong horse ?

Understanding how to handle this race effectively is key to achieving market-beating returns while minimizing portfolio drag.


05 December 2024 · Thursday

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Good evening, WeekendInvestor

Weekendinvesting is thrilled to celebrate the 6-year journey of our super successful momentum strategy Mi MT Allcap—your perfect core companion for long term compounding! 🚀

Mi MT Allcap follows medium term momentum trends among NSE highly liquid stocks above a market capitalization of INR 1000 cr. With a legacy of dominant and consistent performance over its benchmark index CNX 500 since Nov 2018, thousands of investors continue to trust and benefit from this strategy.

🎁 To celebrate, we're offering a 20% discount on new subscriptions using code ALLCAP6, valid until tonight !

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Today’s Daily Byte

It has been a volatile day, but a fantastic one from the bull's perspective as the market reached new heights. The topic for today's discussion is whether the defense sector is once again becoming attractive and if this could be a game changer.

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Are you betting on the wrong horse ?

Managing a stock portfolio can often feel like managing a horse race, where every stock represents a different horse in the race. Understanding how to handle this race effectively is key to achieving market-beating returns while minimizing portfolio drag.. ..

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Which statement about the risk-return tradeoff do you agree with most? Share your thoughts or experiences that influenced your choice.

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Reversion to mean

Analyzing the long-term performance of the S&P 500 offers fascinating insights into the cyclical nature of markets. Historical data spanning nearly a century, as tabulated by Charlie Bilello, shows an interesting trend: after consecutive years of high returns, the market often experiences a down or flat year. Let’s dive deeper into these patterns and what they mean for investors.. . . . .

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Portfolio Momentum Report

Your deep dive into two critical metrics to assess your portfolio’s potential:

1️⃣ Momentum Score: See what percentage of your portfolio is in high vs. low momentum stocks, giving you a snapshot of its performance and health

2️⃣ Weightage Skew: Discover if certain stocks are dominating your portfolio, affecting its performance and risk balance.

💡 Why it matters:

Weak momentum stocks can limit your gains, while high momentum stocks improve capital allocation, enhancing your chances of superior performance.

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Are rate hikes coming back ?
Is Gold Expensive Yet ?

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