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Jeet Shah

30 Nov, 22 tweets, 33 min read

Monthly updates for all 3 portfolios for the month of Nov- 2021:

No recommendations, just sharing my journey!!

#MostlyMomentum #stockmarkets #StockMarket #stocks #investing #trading

⬇️ ⬇️ ⬇️ ⬇️ ⬇️ ⬇️

1/

#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%

6 Months:
#MostlyMomentum (Daily Reconstitution) Portfolio: 26.59%
#NIFTY100: 9.31%
#NIFTYMidcap100: 15.03%
#NIFTYSmallcap100: 15.04%

3 Months:
#MostlyMomentum (Daily Reconstitution) Portfolio: 3.50%
#NIFTY100: -0.59%
#NIFTYMidcap100: 4.34%
#NIFTYSmallcap100: 3.88%

1 Month:
#MostlyMomentum (Daily Reconstitution) Portfolio: -0.09%
#NIFTY100: -3.41%
#NIFTYMidcap100: -2.69%
#NIFTYSmallcap100: -0.98%

Check the attached chart for comparison:

Sector wise portfolio allocation:

#TextilesandApparel: 20.05%
#RAJESHEXPO: 5.32%
#KDDL: 5.20%
#MONTECARLO: 4.80%
#TCNSBRANDS: 4.73%

#MachineryEquipmentandComponents: 14.67%
#VOLTAMP: 5.02%
#ELGIEQUIP: 5.01%
#BBL: 4.64%

#Chemicals: 10.06%
#BORORENEW: 5.09%
#NEOGEN: 4.97%

#AutomobilesandAutoParts: 9.61%
#JBMA: 5.02%
#SUNCLAYLTD: 4.59%

#HealthcareProvidersandServices: 5.31%
#APOLLOHOSP: 5.31%

#MediaandPublishing: 5.13%
#TVTODAY: 5.13%

#BankingServices: 5.12%
#HOMEFIRST: 5.12%

#HouseholdGoods: 5.09%
#SFL: 5.09%

#RenewableEnergy: 5.07%
#MTARTECH: 5.07%

#SoftwareandITServices: 5.05%
#LTTS: 5.05%

#CashandCashEquivalent: 5.04%
#LIQUIDBEES: 5.04%

#FreightandLogisticsServices: 4.99%
#TCIEXP: 4.99%

#InvestmentBankingandInvestmentServices: 4.81%
#UGROCAP: 4.81%

2/

#MOSTLYMOMENTUM- FLEXI CAP (WEEKLY RECONSTITUTION) MONTHLY UPDATE: NOV-21

Starting NAV (28-10-2021): 100.00

Current NAV (30-11-2021): 99.48

Compounded Annualised Returns: -5.60%

Annualised Standard Deviation (Based on daily closing): 27.02%

Maximum Drawdown: -6.65%

Trailing Returns :
Since Inception :
#MostlyMomentum (Weekly Reconstitution) Portfolio : -0.52%
#NIFTY100 : -6.09%
#NIFTYMidcap100 : -4.74%
#NIFTYSmallcap100 : -3.27%

1 Month :
#MostlyMomentum (Weekly Reconstitution) Portfolio : 0.90%
#NIFTY100 : -3.41%
#NIFTYMidcap100 : -2.69%
#NIFTYSmallcap100 : -0.98%

Check the attached chart for comparison :

Sector wise portfolio allocation :

#Chemicals: 15.46%
#BORORENEW: 5.34%
#NEOGEN: 5.15%
#SOLARINDS: 4.97%

#AutomobilesandAutoParts: 15.24%
#PRECAM: 5.40%
#JBMA: 5.04%
#TIINDIA: 4.80%

#TextilesandApparel: 15.01%
#GOKEX: 5.18%
#TITAN: 5.02%
#MONTECARLO: 4.81%

#HouseholdGoods: 9.78%
#SFL: 5.17%
#BOROLTD: 4.61%

#InvestmentBankingandInvestmentServices: 9.65%
#BSE: 4.94%
#SHAREINDIA: 4.70%

#Beverages: 5.16%
#RADICO: 5.16%

#MachineryEquipmentandComponents: 5.09%
#ESABINDIA: 5.09%

#FreightandLogisticsServices: 5.09%
#TCIEXP: 5.09%

#SoftwareandITServices: 5.05%
#TECHM: 5.05%

#HomebuildingandConstructionSupplies: 4.92%
#ACRYSIL: 4.92%

#ConstructionMaterials: 4.83%
#GRASIM: 4.83%

#PaperandForestProducts: 4.73%
#CENTURYPLY: 4.73%

3/

#MOSTLYMOMENTUM- FLEXI CAP (MONTHLY RECONSTITUTION) MONTHLY UPDATE: NOV-21

Starting NAV (18-10-2021): 100.00

Current NAV (30-11-2021): 99.94

Compounded Annualised Returns: -0.62%

Annualised Standard Deviation (Based on daily closing): 23.74%

Maximum Drawdown: -7.11%

Trailing Returns :
Since Inception :
#MostlyMomentum (Weekly Reconstitution) Portfolio : -1.01%
#NIFTY100 : -6.09%
#NIFTYMidcap100 : -4.74%
#NIFTYSmallcap100 : -3.27%

1 Month :
#MostlyMomentum (Weekly Reconstitution) Portfolio : 0.97%
#NIFTY100 : -3.41%
#NIFTYMidcap100 : -2.69%
#NIFTYSmallcap100 : -0.98%

Check the attached chart for comparison :