Most Investors may be unaware of this !

Consider these factors before evaluating your portfolio . . . .


13 January 2025 · Monday

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Good evening, WeekendInvestor

Today’s Daily Byte

While some consider the number 13 unlucky, it proved to be so for the markets today. The markets were hit hard, with significant losses across the board. This is one of those days that investors have to endure, as it’s simply part of the market cycle. For every three steps forward, there’s often one step back, and today felt like that one step back. While a lot of damage has been done and chart patterns have been severely impacted, it’s important to remember that markets can’t always rise endlessly, nor can they fall into oblivion. Balance and equilibrium should return in due time.

Today’s market activity was marked by a sea of red, leaving many to question whether these are signs of extreme stress which we will discuss in the video below.

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Mi NNF10

This 10 stock - monthly rebalanced portfolio is a popular strategy that invests in top 10 trending stocks from the Nifty Next 50 index.

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.

Most Investors may be unaware of this !

When evaluating the performance of the Nifty, it’s common to focus on returns in rupee terms. However, looking at these returns in US dollar terms offers a more nuanced perspective, especially when comparing India’s performance on a global scale. The difference between rupee and dollar-denominated returns is significant and has long-term implications for global competitiveness and purchasing power... . . . .

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Short Term moves vs Long Term Goals

Market corrections can be nerve-wracking, especially when large-cap stocks drop 10-15% and individual portfolios are deep in the red. But history reminds us that such phases are a natural part of the market cycle. By maintaining focus on the long-term path, investors can ride out these turbulent times and emerge stronger... . . . .

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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.

🎥 Watch this video to learn more :

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

Case Study : Wockhardt Pharma
Is the “Buy & Hold” Era era past us ?

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