The updated data shows that the portfolio has continued to perform well, with the total return increasing to 160.48%. It has outperformed the benchmark index, which has a return of 109.18%. The portfolio’s CAGR remains strong at 48.54%, 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, which suggests a reduction in losses or volatility. Overall, the portfolio shows robust performance compared to the benchmark index.
The portfolio has more winning investments than losing investments, which is a positive outcome. The average return on winning investments (15.86%) is higher than the average loss on losing investments (-9.63%). 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 10.81%, followed by IT & INDUSTRIAL MANUFACTURING with 10.26 % & 9.99% 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.
