Is your Strategy beating the Benchmark ?

The Importance of an Exit Plan. . . .


9 April 2025 · Wednesday

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Good evening, WeekendInvestor

Today’s Daily Byte

The US-China trade tension has escalated further. Recently, China has been subjected to tariffs of 104%, a staggering number that’s even hard to quantify. Both the US and China seem determined to stand their ground, and there’s no sign of either side backing down anytime soon. China has even released a white paper on the China-US trade dispute, signaling that they don’t expect much relief in the near future.

Today’s market was a relatively narrow day. The Nifty’s high for the day was 22,468, while its low was 22,353, reflecting a mere 120-point difference. This points to a market that is waiting for the next trigger. If that trigger is positive, the market could fill the current gap; if it’s negative, we may see another retest of the recent lows. Right now, the trend is leaning negative, with the short-term outlook remaining uncertain.

Reading Time : 4 Minutes

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 Evergreen

This 20 stock monthly rebalanced portfolio selects large and mid cap stocks from the CNX200 index with a fixed 25% allocation to Gold ETF.

Is your Strategy beating the Benchmark ?

There was a time when a certain innovation-focused ETF in the US saw a huge rise. The fund focused on companies that were based on new technologies and had the potential to disrupt industries. From 2015 to 2021, especially after the COVID-19 crash, these kinds of stocks started rising sharply.

The ETF jumped nearly 700% in this period, while Nasdaq itself rose about 232%. Many investors were drawn in because of this performance and the strong story built around the fund. . . . .

Reading Time : 4 Minutes

The Momentum Podcast

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US Markets are taking the world down

The US stock market recently witnessed one of its worst quarters in the last 23 years. The quarter ended in March, and even after that, the market has seen more pain with sharp falls in the next few trading sessions.

This has made the overall decline even worse than what the data initially showed. Such a bad phase has only happened during major global events like the Japanese bubble in the late 1980s, the corporate scandals of the early 2000s like WorldCom, and the global financial crisis in 2008.. . . .

Reading Time : 3 Minutes

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The Magic of Asset Allocation
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