Are your investments beating the market?

How past mistakes hold you back—and how to reclaim your edge

Author

Alok Jain
May 19, 2025


19 May 2025 · Monday

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Good evening, WeekendInvestor

Today’s Daily Byte

The market continued to exhibit strength overall. While large-cap stocks surrendered some of their recent gains and sectors like defence experienced profit booking, fresh momentum is emerging in several new sectors.

Gold is often seen as a global safe haven, but its returns can look very different depending on your local currency. For Indian investors, the impact of a depreciating rupee plays a major role in long-term gold performance.

Reading Time : 4 Minutes

Mi INDIA Top 10

This 10 stock portfolio is a Low Churn strategy that invests in Top 10 trending stocks from the robust Nifty 50 Universe. It is a great substitute for Index investing. It is rebalanced monthly.

Mi 20

This 20 stock portfolio is made up of the strongest mid and Smallcap stocks from the Mid-Small Cap 400 Index. It is rebalanced weekly.

Don’t Let Past Trades Stop You

Past trades, especially those that ended in losses, can cast long shadows over our future decisions. But allowing previous missteps to dictate our current actions can hinder our growth as investors. It's essential to recognize that every trade is a new opportunity, unburdened by past outcomes. By focusing on the present and adhering to a disciplined strategy, we can navigate the markets with clarity and confidence. To break free from the past…(Click the button to read more)

Reading Time : 3 Minutes

The Momentum Podcast

This episode of The Momentum Podcast unpacks 15 years of investing experience!

We cover:

✅ Early investing mistakes and learnings

✅ Navigating market fluctuations (including the 2020 crash)

✅ The transition from direct stock picking to managed funds

✅ The role of momentum investing in long-term strategy

✅ Key takeaways for building a resilient investment portfolio.

Whether you're new to investing or looking to refine your approach, this episode is packed with practical advice!

Are your investments beating the market?

Are your investments truly working for you? Holding onto underperforming stocks can silently drain potential gains. Opportunity cost reminds us that every stagnant asset comes at the expense of a better one. Reallocating to stronger performers can supercharge overall returns. Make sure every rupee is pulling its weight.

Why should investors care about opportunity cost?….Click the button to find out why.

Reading Time : 3 Minutes

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.

🎥 Watch this video to learn more : 

Get your Portfolio Momentum Report today and ensure your investments are positioned for success!

Make Better Investment Decisions: A Quick Guide to the Information Ratio


 

 Easy Gold and Equity Ratio

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