On The Money Show, Sensex has hit the 40000 marks and the Nifty too has seen a stellar rally. Are you not seeing this stellar rally on your portfolio? Rajesh Cheruvu, CIO, Validas Wealth says Short term performance should not overweigh the medium to the longer-term outlook of investments. He says divergence in the performance of funds to market is widespread. Whatever has performed in the past 6 months might differ from whatever could perform over the next 6 months. Portfolio rejig should be driven by the consistent Underperformance or consistent poor selection or allocations in stocks or deviations to mandate.