All Time High Portfolio Overview - 15 December 2023

All Time High Portfolio Overview – 15 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 15 December 2023. The portfolio is composed of 8 carefully selected stocks, with a total allocation of 77.60%, while the remaining 22.40% 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	324.00	0.69%	313.75	8.32%
2	9/25/2023	RAMKY	614.54	744.00	20.63%	657.81	9.47%
3	9/25/2023	ANANDRATHI	1607.97	2575.00	59.57%	2148.66	12.47%
4	10/16/2023	BSE	1483.50	2315.00	55.49%	2011.02	11.44%
5	10/16/2023	KALYANKJIL	275.15	317.60	15.01%	304.02	8.48%
6	10/23/2023	NEWGEN	1094.99	1456.00	32.49%	1181.56	9.86%
7	10/23/2023	ASIANENE	202.92	258.40	26.88%	211.25	9.82%
8	10/23/2023	PITTIENG	683.14	692.00	0.93%	665.88	7.72%
9
10
		CASH					22.40%

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

	Wins	Avg	Losses	Avg
Invested	8	26.46%	0
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:

TIIL

Existing Stock to Exit:

Not applicable

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.