All Time High Portfolio Overview - 20 October 2023

All Time High Portfolio Overview – 20 October 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 20-October-2023. The portfolio is composed of 10 carefully selected stocks, with a total allocation of 73.84%, while the remaining 26.16% 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	2/6/2023	APARINDS	1964.00	5301.35	168.68%	5266.40	13.19%
2	5/29/2023	RKFORGE	382.00	658.40	71.53%	645.68	8.92%
3	9/11/2023	RESPONIND	320.62	323.95	0.67%	310.15	6.73%
4	9/11/2023	MAGADSUGAR	632.14	720.00	13.49%	633.96	6.60%
5	9/25/2023	RAMKY	614.54	633.00	2.64%	559.91	6.52%
6	9/25/2023	ANANDRATHI	1607.97	1880.00	16.50%	1705.85	7.37%
7	10/9/2023	SAFARI	4288.99	4332.00	0.63%	3993.29	5.96%
8	10/16/2023	GMDCLTD	409.00	392.20	-4.46%	354.72	5.73%
9	10/16/2023	BSE	1483.50	1585.20	6.47%	1371.76	6.34%
10	10/16/2023	KALYANKJIL	275.15	300.00	8.64%	259.49	6.48%
11
12
13
14
15
16
17
18
19
20
		CASH					26.16%

Performance Metrics:

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


	Wins	Avg	Losses	Avg
Invested	9	32.14%	1	-4.46%
Exited	227	32.44%	292	-11.02%

Planned Adjustments:

New stocks will be added with a 6.667% allocation of the current portfolio value on the next trading day, as indicated by the “SELL” remarks in the table. These adjustments aim to optimize the portfolio’s composition and capitalize on emerging opportunities.

New Stock to add:

NEWGEN
ASIANENE
PITTIENG

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.