Below table shows that the portfolio has continued to perform well, with the total return increasing to 202.71%. It has outperformed the benchmark index, which has a return of 125.09%. The portfolio’s CAGR remains strong at 56.02%, indicating consistent growth over time.
The Win/Loss ratio, Profit Factor, and Percent Profitable metrics indicate that the portfolio has maintained a positive performance and profitability. The portfolio has experienced a decrease in its current drawdown and regained all time high (ATH) portfolio value in this week. Overall, the portfolio shows robust performance compared to the benchmark index.
There is no change in overall portfolio in this week rebalance.
The biggest gainer is TITAGARH with 94.91% gains and loser is STERTOOLS with loss of 20.68%. There are 16 stocks in gains and 4 stocks in losses in present portfolio.
The portfolio has more winning investments than losing investments, which is a positive outcome. The average return on winning investments (45.24%) is higher than the average loss on losing investments (12.66%). Furthermore, the average return on closed investments (33.68%) is higher than the average loss on closed investments (-11.97%).
The portfolio is diversified across a range of industries, with the largest allocation in Industrial Manufacturing at 11.6%, followed by Automobiles, Iron & Steel Products, IT with 10.7,9.6&9.0% allocation respectively. Other sectors in the portfolio include Consumer Goods, Industrial Minerals, Metals, Pharma, Residential Commercial Projects, Specialty Chemicals, Fertilizers & Pesticides, Computers – Software & Consulting, and Auto Components & Equipment.
In summary, the portfolio has performed well, demonstrating ability to identify and capitalize on profitable investment opportunities while managing risk effectively. The portfolio is diversified across a range of industries, which can help to mitigate risk and optimize returns.
