The portfolio has delivered strong performance, as indicated by the V-20 Total Return of 150.47%, which outperforms the NIFTY_500 Return of 106.25%. The portfolio has also generated a healthy Compound Annual Growth Rate (CAGR) of 43.54%, which demonstrates the portfolio’s ability to identify and capitalize on profitable investment opportunities.
V-20 portfolio has been able to manage risk effectively, with a Win/Loss percentage of 103.26%, indicating a high proportion of winning trades and a Profit Factor of 2.668, which demonstrates that the portfolio has generated significant profits relative to its losses. However, it is worth noting that the Percent Profitable is 50.80%, indicating that portfolio also had a significant number of losing trades.
The portfolio is diversified across a range of industries, with the largest allocation in IT at 10.57%, followed by Iron & Steel Products & Industrial manufacturing with 10.29 % & 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.
Looking at the overall win/loss statistics of the portfolio, we made only a few but profitable trades, with 14 winning trades and 6 losing trades. The average gain per winning trade was 9.00%, while the average loss per losing trade was -6.77%. Additionally, the portfolio manager exited 81 trades during the period, being winning trades and 86 trades being losing trades. The average gain per winning trade that was exited was 33.68%, while the average loss per losing trade that was exited was -11.97%.
In summary, the portfolio has performed well, demonstrating our 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.
