All Time High Portfolio WE 14JUL2023

Below table represents a portfolio of stocks held in All time high portfolio as of the present date, along with relevant details.

Overall, the table provides a detailed snapshot of the current holdings and past performance.

The table provided shows the current portfolio, along with the percentage change, stop-loss, allocation, and remarks. Here is a breakdown of the information provided in the table:

As of the present date, the portfolio has a total allocation of 77.13%, with the remaining 22.87% held in cash.

In the present portfolio, the investor has made substantial profits on one stock – APARINDS, with a 77.99% gain from the purchase average value. They have suffered losses on seven stocks, out of which maximum is STYLAMIND with 13.11% loss.

There are currently fourteen (14) stocks in the portfolio, with the highest percentage allocation being in APARINDS at 7.67%.


Sr. No. Buy Date Symbol Buy Avg CMP % Change Stoploss % allocation Remarks
1 2/6/2023 APARINDS 1964.00 3512.00 77.99% 2961.36 7.67% HOLD
2 3/1/2023 IONEXCHANG 339.50 524.50 53.75% 423.91 6.58% HOLD
3 3/6/2023 SONATSOFTW 817.89 1052.00 27.97% 942.45 5.55% HOLD
4 4/10/2023 KIRLOSIND 2712.15 3322.00 21.86% 2836.30 5.33% HOLD
5 4/25/2023 KINGFA 1627.22 1918.10 17.32% 1858.66 5.08% HOLD
6 4/25/2023 JBMA 810.00 1462.45 79.71% 1158.50 7.75% HOLD
7 5/2/2023 RVNL 112.50 119.60 5.82% 121.33 4.79% SELL
8 5/8/2023 IRCON 84.95 80.55 -5.64% 79.63 4.18% HOLD
9 5/22/2023 ACE 463.52 602.00 29.22% 498.89 5.63% HOLD
10 5/29/2023 RKFORGE 382.00 466.10 21.43% 394.03 5.55% HOLD
11 6/5/2023 JINDALSAW 248.30 318.30 27.57% 258.87 5.70% HOLD
12 6/12/2023 STYLAMIND 1748.80 1527.25 -13.11% 1533.07 4.01% SELL
13 6/19/2023 CYIENT 1493.95 1443.00 -3.90% 1351.55 4.43% HOLD
14 7/3/2023 CENTUM 1380.01 1408.00 1.53% 1121.55 4.88% HOLD
15
16
17
18
19
20
CASH 22.87%

The table also shows performance of overall portfolio from January 1, 2019, has had 11 winning investments with an average gain of 33.11% and 3 losing investments with an average loss of 7.55%.

Also, 217 investments were exited with an average gain of 32.37%, while 289 investments were exited with an average loss of -11.04%.


Wins Avg Losses Avg
Invested 11 33.11% 3 -7.55%
Exited 217 32.37% 289 -11.04%

Additionally, there is one new stock to add, KALYANKJIL, new stock shall be added with 5% allocation of current portfolio value and  RVNL & STYLAMIND will be exited completely. These changes shall be performed on to the portfolio on the next trading day.
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