* If current holding table is not visible in mobile , kindly use rotated view to view the table.
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 22 December 2023. The portfolio is composed of 9 carefully selected stocks, with a total allocation of 87.80%, while the remaining 12.20% 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 | 9/11/2023 | RESPONIND | 320.62 | 307.30 | -4.50% | 313.13 | 7.79% | SELL |
2 | 9/25/2023 | RAMKY | 614.54 | 799.75 | 29.68% | 691.55 | 10.05% | |
3 | 9/25/2023 | ANANDRATHI | 1607.97 | 2576.00 | 59.64% | 2320.39 | 12.32% | |
4 | 10/16/2023 | BSE | 1483.50 | 2324.00 | 56.09% | 2049.83 | 11.34% | |
5 | 10/16/2023 | KALYANKJIL | 275.15 | 333.50 | 20.77% | 307.42 | 8.79% | |
6 | 10/23/2023 | NEWGEN | 1094.99 | 1447.00 | 31.67% | 1231.23 | 9.68% | |
7 | 10/23/2023 | ASIANENE | 202.92 | 286.35 | 40.61% | 221.09 | 10.74% | |
8 | 10/23/2023 | PITTIENG | 683.14 | 692.95 | 1.07% | 671.07 | 7.64% | |
9 | 12/18/2023 | TIIL | 2681.35 | 2563.95 | -4.72% | 2185.70 | 9.44% | |
10 | ||||||||
CASH | 12.20% |
The portfolio’s performance from January 1, 2019, to the present date is as follows:
Wins | Avg | Losses | Avg | |
Invested | 7 | 34.22% | 2 | -4.61% |
Exited | 230 | 32.98% | 294 | -11.05% |
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:
TITAGARH
ELECTCAST
Existing Stock to Exit:
RESPONIND