All Time High Portfolio WE 05MAY2023

Below table represents a present
portfolio of investments made by an individual, including the purchase date,
stock symbol, purchase price, current market price (CMP), percentage change,
stop loss, percentage allocation, and any remarks about the investment.

Portfolio has ten stocks in their
portfolio with varying degrees of performance. APARINDS, the first stock, has
experienced the largest gain of 51.36% since its purchase on February 6, 2023,
while KIRLOSIND has decreased in value by 6.46%. Portfolio has also allocated
51.23% of their portfolio to cash, suggesting they have a significant amount of
money that they have not yet invested.

Additionally, the table shows the
overall performance of the portfolio since January 1, 2019. Portfolio has
invested in a total of 9 stocks, of which 7 have had positive returns with an
average gain of 14.11%, while 2 stocks have lost an average of -4.73%. The
individual has also exited 216 stocks, resulting in an average gain of 32.30%,
while 286 stocks have had an average loss of -11.04%.

Portfolio also plans to add IRCON
to their portfolio on Monday, with 5% allocation of present portfolio value.

Portfolio has not any SELL recommendation for this week.

Present Portfolio :
Sr. No. Buy Date Symbol Buy Avg CMP % Change Stoploss % allocation Remarks
1 2/6/2023 APARINDS 1964.00 2986.65 51.36% 2545.05 7.37%
2 3/1/2023 IONEXCHANG 3395.00 3630.00 6.40% 3245.77 5.43%
3 3/6/2023 SONATSOFTW 817.89 867.80 5.56% 794.79 5.17%
4 4/10/2023 KIRLOSIND 2712.15 2550.00 -6.46% 2402.63 4.61%
5 4/25/2023 TWL 332.50 341.95 2.36% 269.42 5.03%
6 4/25/2023 LIKHITHA 294.45 287.00 -2.99% 246.59 4.90%
7 4/25/2023 KINGFA 1627.22 1680.00 2.75% 1421.66 5.02%
8 4/25/2023 JBMA 810.00 824.40 1.30% 704.85 4.93%
9 5/2/2023 RVNL 112.50 140.00 23.86% 102.43 6.33%
10
11
12
13
14
15
16
17
18
19
20
CASH 51.22%
The overall portfolio from 1st January 2019 is as follows:
Wins Avg Losses Avg
Invested 7 14.16% 2 -4.73%
Exited 216 32.30% 286 -11.04%
Following stocks shall be added on Monday:
IRCON
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