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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 01st December 2023. The portfolio is composed of 10 carefully selected stocks, with a total allocation of 91.65%, while the remaining 8.35% is held in cash.

Current Holdings:

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

Sr. No.	Buy Date	Symbol	Buy Avg	CMP	% Change	Stoploss	% allocation	Remarks
1	9/11/2023	RESPONIND	320.62	319.85	-0.60%	317.89	8.09%
2	9/11/2023	MAGADSUGAR	632.14	790.00	24.52%	706.23	8.81%
3	9/25/2023	RAMKY	614.54	725.00	17.55%	635.67	9.09%
4	9/25/2023	ANANDRATHI	1607.97	2605.00	61.43%	2101.48	12.42%
5	10/9/2023	SAFARI	4288.99	4417.00	2.61%	4121.79	7.40%
6	10/16/2023	BSE	1483.50	2498.00	67.78%	1945.04	12.16%
7	10/16/2023	KALYANKJIL	275.15	334.20	21.02%	304.02	8.79%
8	10/23/2023	NEWGEN	1094.99	1415.00	28.76%	1103.19	9.44%
9	10/23/2023	ASIANENE	202.92	218.30	7.19%	178.86	8.17%
10	10/23/2023	PITTIENG	683.14	663.00	-3.30%	645.18	7.29%
11
12
13
14
15
16
17
18
19
20
		CASH					8.35%

Performance Metrics:

Planned Adjustments:

Buying new stocks will be stopped till next exits as per sell conditions. Sell recommendation shall be followed as per stoploss, as indicated “SELL” remarks in the table. 

New Stock to add:

Not applicable