The
updated data shows that the portfolio has continued to perform well, with the
total return increasing to 154.61%. It has outperformed the benchmark index,
which has a return of 105.32%. The portfolio’s CAGR remains strong at 44.46%,
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 (12.42%) is higher
than the average loss on losing investments (-7.68%). 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 IT at 10.67%, followed by IRON
& STEEL PRODUCTS & INDUSTRIAL MANUFACTURING with 10.22 % & 10.21%
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.
