WEEKLY WEALTH REPORT
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Investing is a serious job.
And it requires a lot of time, effort, and energy.
That too, for long periods of time.
This is why it is said that investment is a marathon, not a sprint.
It is a lifelong journey.
The quest for high performing portfolio led me to create a process and approach when comes to building a Portfolio and selecting High Performing Mutual Funds
I call it the S.M.A.R.T Alpha Matrix!
S – Systems & Process
• Screening Criteria: Start with quantitative filters—fund AUM > ₹500 crores (for liquidity), vintage >5 years, and consistentcategory ranking (top quartile over 3/5 years)
M – Market Compatibility with Portfolio
Not every fund thrives in every market regime. The Market Compatibility pillar evaluates how a fund's style, sector bias, and beta fit your overall portfolio and the prevailing economic cycle.
A – Alpha (Higher Returns than benchmark)
Alpha is the holy grail: risk-adjusted outperformance over the benchmark. Always your portfolio returns should be higher than the benchmark.
R – Risk & Reward Ratios
Returns without risk control are illusions. The Risk & Reward Ratios pillar quantifies trade-offs.
T – Track Record
Past performance isn't a guarantee, but a 7–10 year track record across bull/bear markets reveals resilience.
The S.M.A.R.T Alpha Matrix builds high-performing portfolios that consistently deliver superior risk-adjusted returns, accelerating your path to financial independence and long - term wealth goals.
Helvetica Light is an easy-to-read font, with tall and narrow letters, that works well on almost every site.
WEEKLY MARKET PULSE
Indian markets were volatile during 8–12 December 2025, starting with a sharp correction on Monday, amid broad selling, but recovering steadily to end the week higher: Sensex up by 0.27% to 85,051 and Nifty +0.57% to 26,047.
Early weakness was partly Fed rate anticipation and global cues — investors waited for monetary policy decisions and remained cautious on foreign flow trends.
Bullish sentiment later in the week was buoyed by global support following the latest U.S. Fed rate cut, encouraging risk assets including Indian equities.
FIIs Turned Buyers Mid-Week: Foreign investors flipped to net buyers (~₹1,200 crore Thursday–Friday) after early selling, absorbing DII support amid RBI liquidity measures.
Metals Led the Charge: Sector rotation favored metals—Hindalco surged 3.55%, Tata Steel +3.32%, JSW Steel +2.8% on global commodity rebound and domestic demand cues.
IT & Financials Supported: Tech Mahindra, Infosys, and select private banks (ICICI, Kotak) provided stability, with Nifty IT up ~1.2% amid US Fed rate-cut optimism spillover.
Key Gainers Spotlight: Adani Enterprises +2.1%, Bharti Airtel +1.8%, Larsen & Toubro +1.6% drove Nifty points; Shriram Finance topped Friday with +2.9%.
Laggards & Volatility: HUL -2.8% (ex-dividend), IndiGo -1.9%, Eternal -1.6%; India VIX eased from 11.2 peak to 10.4 by Friday, signaling calming nerves.
PRODUCT OF THE WEEK
ICICI PRU FLEXI CAP FUND
Why to Invest in ICICI Flexi Cap Fund?
ICICI Flexi Fund is intended to invest in high-conviction ideas across market cap. This fund is primarily exposed to consumer-oriented companies especially in Autos, Hospitals, Realty, Retail lending, and
other Consumer discretionary.
The fund also has a good blend of B2B-oriented sectors like Auto Ancillaries and mid cap IT, although we have trimmed our significant overweight to the IT sector
While from a valuation perspective, ICICI Flexi cap may favour large cap over mid/small cap currently, given the bottom-up approach to stock selection, the fund will look for opportunities irrespective of the
market cap segment
THIS WEEK MY TOP SOCIAL MEDIA CONTENTS
STORY OF THE WEEK
AFTER 40: WHERE WEALTH MEETS HEALTH
After 40, life shifts from growth to preservation. Mistakes now are costlier. Smart choices compound faster.
Wealth: What Really Matters
Stop Chasing Returns
Consistency beats risky bets. Protect capital first.
Retirement Is Non-Negotiable
Time is limited. Plan, invest, review — without excuses.
Control Lifestyle Inflation
Rising income should not kill rising savings
Health: Your Biggest Asset
Don’t Ignore Warning Signs
Fatigue, poor sleep, weight gain are early alerts.
Move Consistently
Strength, mobility & cardio matter more than extreme workouts.
Prioritise Sleep & Recovery Recovery
keeps you productive and disease-free.
bottom Line
Before 40 → Build wealth. After 40 → Protect wealth & health
Your money should support your body.
Your body should protect your money.
ALL YOU WANT TO LEARN ABOUT
MUTUAL FUNDS
STOCK MARKET
KICKSTART YOUR INVESTMENTJOURNEY OF 2026
FROM HERE
KICKSTART YOUR INVESTMENTJOURNEY OF 2026
FROM HERE
Describe one of your services
Describe one of your services
Describe one of your services
What You Will Learn:
1. A-z Of Mutual Funds
2. Master The Art Of Sip’s
3. Build Wealth Like A Pro
4. Recorded Session Contains 8 Chapters
In Tamil Language
5. Lifetime Access
MIDDLE CLASS TO MILLION DOLLAR
Key Highlights:
1. Key Entry And Exit Points Of The Stock Market
2. 6-point Filter To Select A High-performing Stock
3. Learn Macro-economic Trends In Stock Picking
TO BUY MY UNTOLD WEALTH SECRET
This News letter is from Creating Wealth Company – For Private Circulation only.
For More Information Connect With Sathish Kumar @ 9841058689
You Can Also Connect With Us investments@sathishspeaks.com
Visit Us – www.sathishspeaks.com For More Details
DISCLAIMER
Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme related documents carefully. Past performance of the mutual fund is not necessarily indicative for future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purpose only and contains information, opinion, material obtained from reliable sources and every effort has been made to avoid errors and omissions and is not to be construed as an advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means are prohibited.