All Time High Portfolio Overview – 10 November 2023

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 10 November 2023. The portfolio is composed of 10 carefully selected stocks, with a total allocation of 92.62%, while the remaining 7.38% 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 320.62 340.00 5.66% 310.15 9.35%
2 9/11/2023 MAGADSUGAR 632.14 714.50 12.62% 666.81 8.66%
3 9/25/2023 RAMKY 614.54 686.00 11.23% 613.31 9.35%
4 9/25/2023 ANANDRATHI 1607.97 2100.00 30.14% 1806.79 10.89%
5 10/9/2023 SAFARI 4288.99 4235.10 -1.62% 3993.29 7.72%
6 10/16/2023 BSE 1483.50 2029.00 36.28% 1740.72 10.73%
7 10/16/2023 KALYANKJIL 275.15 339.05 22.78% 302.69 9.69%
8 10/23/2023 NEWGEN 1094.99 1190.10 8.29% 1023.92 9.21%
9 10/23/2023 ASIANENE 202.92 186.00 -8.67% 173.67 8.10%
10 10/23/2023 PITTIENG 683.14 697.00 1.66% 634.12 8.91%
11
12
13
14
15
16
17
18
19
20
CASH 7.38%

Performance Metrics:

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

Wins Avg Losses Avg
Invested 8 16.08% 2 -5.14%
Exited 229 33.11% 293 -11.06%

Planned Adjustments:

Stocks will be stopped and portfolio will be moved to Muhurat portfolio from next week. Sell recommendation shall be followed as per stoploss, as indicated “SELL” remarks in the table. 

New Stock to add:

Not applicable
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.

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