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Monthly updates for all 3 portfolios for the month of Nov- 2021:
No recommendations, just sharing my journey!!
#MostlyMomentum #stockmarkets #StockMarket #stocks #investing #trading
⬇️ ⬇️ ⬇️ ⬇️ ⬇️ ⬇️
No recommendations, just sharing my journey!!
#MostlyMomentum #stockmarkets #StockMarket #stocks #investing #trading
⬇️ ⬇️ ⬇️ ⬇️ ⬇️ ⬇️
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#MOSTLYMOMENTUM- FLEXI CAP (DAILY RECONSTITUTION) MONTHLY UPDATE: NOV-21
Starting NAV (12-03-2021): 100.00
Current NAV (30-11-2021): 150.49
Compounded Annualised Returns: 90.23%
Annualised Standard Deviation (Based on daily closing): 24.76%
Maximum Drawdown: -12.80%
#MOSTLYMOMENTUM- FLEXI CAP (DAILY RECONSTITUTION) MONTHLY UPDATE: NOV-21
Starting NAV (12-03-2021): 100.00
Current NAV (30-11-2021): 150.49
Compounded Annualised Returns: 90.23%
Annualised Standard Deviation (Based on daily closing): 24.76%
Maximum Drawdown: -12.80%
Trailing Returns:
Since Inception:
#MostlyMomentum (Daily Reconstitution) Portfolio: 50.49%
#NIFTY100: 12.99%
#NIFTYMidcap100: 22.42%
#NIFTYSmallcap100: 26.32%
Since Inception:
#MostlyMomentum (Daily Reconstitution) Portfolio: 50.49%
#NIFTY100: 12.99%
#NIFTYMidcap100: 22.42%
#NIFTYSmallcap100: 26.32%
How to beat the Index? From retail #investors to large fund house, everyone is trying to beat the index. It just means, making more or less similar returns to #Nifty but with lower risk. How does a retail investor can make better returns than index with lesser volatility?
Consider a year like 2008, where Nifty itself crashed more than -52% and many other mid cap and small cap stocks have lost more than 70–80% in that year alone. Any investor, who sees their fund value going down more than half, would never step back into the markets again.
Nifty Bees yearly returns since 2008. One lakh invested in the index in year 2008 would have grown to 2.3 lacs by end of 2019. But this return comes with a huge draw down of more than -52% in the year 2008
