You must've discovered how many minutes you spent listening to music and how many times you hear the same song over and over again, but why don't we see how well our investors did with our Rupeeting Wrapped 2022?
Our Monopolies Portfolio was the MVP of the year.
With 22% returns, it beat the market by astronomical proportions, as Nifty 50 YTD returns were at 5%!
Defence On Offence
Defence stocks have been on the offence throughout the year.
With the Government focussing on Make In India to make cool jets and missiles, we identified the Defence sector as a no-brainer.
Hence the 22% allocation to defence in our Monopolies portfolio!
Our top performers this year were:
Key entry into these budding industries caused us to capitalise on their growth.
Bad Is Better Than Worse!
Zomato, PB Fintech and Sequent Scientific were the ones that performed the worst among our portfolios (nobody is perfect).
Not to worry! We’ve diversified well enough to not feel the blow of these losses.
Just Keep Swimming
The markets have been challenging this year, yet we had a fantastic year. It just goes to show that our methodology works.
So what are you waiting for? Don’t think, Just Rupeet!