Below
table shows that the portfolio has continued to perform well, with the total
return increasing to 167.14%. It has outperformed the benchmark index, which
has a return of 110.70%. The portfolio’s CAGR remains strong at 50.27%,
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. Overall, the portfolio shows robust
performance compared to the benchmark index.
Last
time portfolio reached ATH value on 13th December 2022. It’s more
than 5 months in drawdown.
There
is no change in overall portfolio in this week rebalance.
The biggest gainer is SAKSOFT with 60.61% gains and
loser is STERTOOLS with loss of 23.99%. 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 (19.59%) is higher
than the average loss on losing investments (-13.39%). 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 IRON & STEEL PRODUCTS at 11.08%,
followed by IT & INDUSTRIAL MANUFACTURING with 11.02% & 9.68%
allocation. 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.
