All Time High Portfolio Overview – 29 December 2023

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Introduction:

This comprehensive portfolio overview provides a detailed snapshot of the current holdings, performance metrics, and planned adjustments for the All-Time High (ATH) portfolio as of 29 December 2023. The portfolio is composed of 10 carefully selected stocks, with a total allocation of 95.69%, while the remaining 4.31% is held in cash.

Current Holdings:

Here is an overview of the current portfolio holdings, along with relevant details:

Performance Metrics:

Sr. No. Buy Date Symbol Buy Avg CMP % Change Stoploss % allocation Remarks
1 9/25/2023 RAMKY 614.54 792.35 28.48% 692.09 9.67%
2 9/25/2023 ANANDRATHI 1607.97 2592.95 60.69% 2320.39 12.04%
3 10/16/2023 BSE 1483.50 2225.00 49.44% 2137.86 10.54%
4 10/16/2023 KALYANKJIL 275.15 353.80 28.12% 312.59 9.06%
5 10/23/2023 NEWGEN 1094.99 1562.00 42.14% 1310.68 10.14%
6 10/23/2023 ASIANENE 202.92 271.75 33.44% 221.09 9.90%
7 10/23/2023 PITTIENG 683.14 705.65 2.92% 672.12 7.55%
8 12/18/2023 TIIL 2681.35 2515.00 -6.54% 2217.95 8.99%
9 12/26/2023 TITAGARH 1051.25 1043.70 -1.08% 931.80 9.99%
10 12/26/2023 ELECTCAST 115.91 111.60 -4.07% 102.91 7.82%
CASH 4.31%

The portfolio’s performance from January 1, 2019, to the present date is as follows:

Wins Avg Losses Avg
Invested 7 35.03% 3 -3.90%
Exited 230 32.98% 295 -11.03%

Planned Adjustments:

Buying new stocks will be restricted till stock count 10. Sell recommendation shall be followed as per stoploss, as indicated “SELL” remarks in the table. 

New Stock to add:

N.A.

Existing Stock to Exit: 

N.A.

Conclusion:
The ATH portfolio continues to demonstrate strong performance, with notable gains and a strategic approach to managing holdings. Investors should completely sell stocks with “SELL” remarks and consider reallocating funds accordingly. This proactive approach ensures the portfolio remains aligned with evolving market conditions and investment goals.

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