Weekly update: for week ending 29nd Oct

WEEK that was The correction intensified this week with NIFTY taking it on the chin. Broader market was not as badly hit. Surprisingly MWV has come out unscathed in this correction. MWM current drawdown stands at -6.50%   Here is a weekly update on o...

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Oct 31, 2021
IRCTC and Power of System investing.

Indian Railways’ catering, tourism and online ticketing arm – Indian Railways Catering and Tourism Corporation (IRCTC) was in the news recently for all the wrong reasons. Ministry of Railways decided to impose 50% convenience fee sharing which result...

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Oct 30, 2021
Weekly update: for week ending 22nd Oct

WEEK that was Finally, The correction is Upon us. While Nifty cracked 2%, the broader indices fell twice as much. Our strategies fell in tandem shedding some extra fat accumulated over last 02 years.   Here is a weekly update on our strategies.   MWM...

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Oct 24, 2021
Weekly update: for week ending 14th Oct

WEEK that was Nothing new to talk about, same fact remains. We are in midst of a crazy bull run with no respite for bears and non believers Both our Model Portfolios did well This week. Here is a weekly update on our strategies.   MWM website gained...

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Oct 16, 2021
Indian Momentum Space

Indian Momentum Space. We had a pain point explained by 01 of our subscribers stating that different momentum smallcases have different start dates making it impossible to do an Apple 2 apple comparison on smallcase website. If somebody wants to take...

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Oct 12, 2021
#MWM Vs Benchmarks.

MWM Performance Graph We received a feedback that on smallcase our equity curve is compared only with Nifty and Nifty Multicap whereas our mandate is to do momentum investing and therefore should be compared with momentum indices. Here is our perform...

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Oct 10, 2021
Weekly update: for week ending 8th Oct

WEEK that was The US Seasonality trade is rubbing off on India as well and we are in midst of a super rally!!. Mid smallcaps continued their stellar one way move this week as well inching close to 4%. #MWM finally moved from its shell and moved 3% th...

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Oct 09, 2021
Bharti Rights

BHARTI RIGHTS ISSUE We are receiving a lot of queries on Bharti Rights and therefore thought of writing this quick blog to bring our subscribers up-to speed on what to expect. First question to answer is, What is RIGHTS and why are they there to star...

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Oct 06, 2021
Weekly update: for week ending 1st Oct

  WEEK that was Mid and smallcaps staged a comeback this week.  Smallcap index was up around 1%. #MWM our momentum offering is in resting phase, neither going up or down. #MWV, our value offering increased its gap from the benchmarks. Here is a weekl...

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Oct 03, 2021
Weekly update: 24th Sep

WEEK that was Markets are bullish hitting all time highs. IT sector in particular was on fire. MWM is not participating in this uptick though. We had a flat week and a muted month (up 3.5%)   Here is a weekly update on our strategies.   MWM website l...

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Sep 26, 2021