Last month was tough for market participants!
But the Hybrid Model Portfolio has done just fine. In fact, the portfolio is at an all time high!
Hybrid Approach helps us to take advantage of both Momentum & Mean Reversion characteristics of stocks.
What I simply do is establish a core position of 10 stocks based on Dual Momentum Monthly Rotational Strategy and Scale-in and out of core positions based on my Mean Reversion Strategies so as to reduce our net costs and thus reduce risk.
Here’s the real-time snapshot of the actual 10 stock model portfolio established based on the DYR Hybrid Strategy. The Hybrid Strategy is the combination of Dual Momentum Monthly Rotational Strategy and Mean Reversion Long/Short strategies applied together.
The portfolio equity stands at an all-time high of Rs. 23,25,729.84 (19,05,675.9 + 4,20,053.94). Overall, the Hybrid Model Portfolio return stands solid at 62.64% since inception on 30/06/2020. Cash as % of the portfolio remains at around 18%.
Let’s see how the next week unfolds!
Have a great week ahead!