Performance
Overview:

In
this Week 176 update, the V-20 Portfolio continues to exhibit robust
performance, demonstrating a total return of 218.80%. This impressive return
surpasses the benchmark index, which has achieved a return of 130.44%. The
Compound Annual Growth Rate (CAGR) remains strong at 53.43%, indicating
consistent growth over time.

Key
Metrics:

Win/Loss
Ratio: 97.98%

Profit
Factor: 3.259

Percent
Profitable: 49.49%

Portfolio
Maximum Drawdown: -11.68%

Current
Drawdown: -3.52%

These
key metrics highlight the portfolio’s ability to maintain positive performance
and profitability. The Win/Loss Ratio, Profit Factor, and Percent Profitable
metrics all indicate favourable outcomes.

Notable
Gainers and Losers:

The
portfolio boasts several notable gainers, with TITAGARH leading the way with
impressive gains of 133.18%. However, it’s important to note that there are 7 loss-making
stocks in the present portfolio. The portfolio’s diversity across various
sectors helps mitigate risk and optimize returns.

Cash
Component:

The
portfolio currently holds a 2.36% cash component, indicating full investment
utilization.

Winning
Investments vs. Losing Investments:

The
portfolio’s performance demonstrates a higher number of winning investments
(10) compared to losing investments (7), which is a positive outcome. The
average return on winning investments (74.52%) significantly exceeds the
average loss (6.84%) on losing investments. Furthermore, the average return on
closed investments (34.41%) surpasses the average loss on closed investments
(-11.86%).

Diversification:

The
portfolio is strategically diversified across a range of industries, with the
largest allocation in Industrial Manufacturing at 14.25%. Other sectors
represented in the portfolio include Automobile, Aerospace & Defence, Telecom
– Equipment & Accessories, Services, Financial Services, Restaurants, Stockbroking
& Allied, Construction, Civil Construction, Residential Commercial Projects,
Iron & Steel Products, It, Hotels & Resorts, Industrial Minerals, Railways
Wagons.

Summary:

In
summary, the V-20 Portfolio’s performance remains strong, indicating its
ability to identify and capitalize on profitable investment opportunities while
effectively managing risk. The diversification across various industries
enhances the portfolio’s resilience and potential for optimized returns. The
portfolio’s out-performance compared to the benchmark index reaffirms its
success in achieving substantial returns for investors.

Portfolio
Changes:

SELL:
2

BUY:
3

These
portfolio adjustments reflect an ongoing commitment to optimizing the
portfolio’s composition and seizing emerging investment opportunities.