All Time High Portfolio WE 28APR2023

The
table represents a portfolio of stocks held by an investor as of the present
date, along with relevant details.

Overall,
the table provides a detailed snapshot of the investor’s current holdings and
past performance, which can be useful in making investment decisions.

The
table provided shows the current portfolio, along with the percentage change,
stop-loss, allocation, and remarks. Here is a breakdown of the information
provided in the table:

As
of the present date, the portfolio has a total allocation of 46.64%, with the
remaining 53.36% held in cash.

In
the present portfolio, the investor has made substantial profits on one stock –
APARINDS, with a 42.41% gain from the purchase average value. They have
suffered losses on three stocks – KIRLFER, IONEXCHANG, and KIRLOSIND, with a
percentage change of -5.23%, -3.57%, and -6.10%, respectively.

There
are currently nine stocks in the portfolio, with the highest percentage
allocation being in APARINDS at 7.14%. The portfolio includes some stocks that
have increased in value, such as APARINDS, SONATSOFTW, and KINGFA, while others
have decreased in value, such as KIRLFER, IONEXCHANG, KIRLOSIND, TWL, and
LIKHITHA.

The
table also shows performance of overall portfolio from January 1, 2019, has had
three winning investments with an average gain of 15.90% and six losing
investments with an average loss of -3.47%. Additionally, 216 investments were
exited with an average gain of 32.30%, while 285 investments were exited with
an average loss of -11.06%.

Additionally,
we plan to add a new stock, RVNL, to the portfolio on the next trading day in
5% allocation of current portfolio value.

Also,
we plan to exit, KIRLFER, completely from the portfolio on the next trading day

Overall,
the table provides a detailed snapshot of the investor’s current holdings and
past performance, which can be useful in making investment decisions.

Present Portfolio :

	Sr. No.	Buy Date	Symbol	Buy Avg	CMP	% Change	Stoploss	% allocation	Remarks
	1	2/6/2023	APARINDS	1964.00	2810.00	42.41%	2394.13	7.14%
	2	3/1/2023	IONEXCHANG	3395.00	3290.00	-3.57%	3229.42	4.80%
	3	3/1/2023	KIRLFER	431.00	410.50	-5.23%	427.00	4.70%	SELL
	4	3/6/2023	SONATSOFTW	817.89	852.00	3.63%	780.26	5.23%
	5	4/10/2023	KIRLOSIND	2712.15	2560.00	-6.10%	2368.83	4.78%
	6	4/25/2023	TWL	332.50	331.50	-0.77%	265.02	5.04%
	7	4/25/2023	LIKHITHA	294.45	285.35	-3.55%	242.44	4.90%
	8	4/25/2023	KINGFA	1627.22	1662.20	1.67%	1391.47	5.12%
	9	4/25/2023	JBMA	810.00	800.60	-1.63%	672.07	4.94%
	10
	11
	12
	13
	14
	15
	16
	17
	18
	19
	20
			CASH					53.36%

The overall portfolio from 1st January 2019 is as follows:

				Wins	Avg	Losses	Avg
			Invested	3	15.90%	6	-3.47%
			Exited	216	32.30%	285	-11.06%

Following stocks shall be added on Monday:

	RVNL