WEEK that was

Dear ,

Markets are at new ATH. We had a correction mid week in the broader market. Nifty out-performed mid and smallcaps this week. Something is changing in the structure.

Here is a weekly update on our strategies. 

MWM website lost 0.14% this week to close at ATH of 306.41% returns since inception. Our Overall out performance to benchmarks has come down to 227.48%



This week will have 1 Exit and 01 Additions in Both MWM website and smallcase.

Smallcase is up 121.39% year on year and 5.51% Month on Month.

Check out our latest MWM strategy page on website

#MWM is a 20 stock Automated, Multi-cap Model portfolio selected on the basis of Price momentum. It has broader market filters to sit in cash in bear markets.

If you want to know more about HOW momentum investing works, read our moneycontrol article

#MWM is a wonderful way to take "Momentum" factor exposure in your portfolio. The entire idea is to capture the Alpha, by falling lesser than the broader markets in bad days and be with fast movers in good days.

Mystic Wealth value is at  117.97% returns since inception. Which is 19.20% CAGR. We have 17% still in cash. Strategy outperformance to benchmarks stand at 39.05%

 This week will have 01 Addition and 01 pyramid in Both MWV website and smallcase.

MWV is run by Dayanand Deshpande who is considered an authority on Special situation Investing in India. Over the years, Demergers as a theme has generated amazing wealth for our long term clients.

Checkout our MWV strategy page on website

Now you can Visit of DASHBOARD page to see LIVE snapshot of ALL 03 strategies. It is a 01 stop PAGE for everything at MysticWealth.

MWO. MysticWealth Options:

Gap between Nifty and MWO increased this week, not because we fell but because Nifty rallied beautifully.

MWO is a Risk defined Option writing Model portfolio aimed at generating income from idle (cash/pledge). We aim to generate 18-25% annual return with around same drawdowns. 

Trend following strategies are going through a tough time and our Current DD is at 14.89%. with a total return of 47.10% (9.17% CAGR)

You can know more about MWO here.

Latest webinar where we compared MWM with UTI Momentum Index fund

Latest blog explaining MWM Vs smallcap Index.

Feel free to contact us at info@mysticwealth.in for any questions and concerns.

warm regards,

MysticWealth.