The
portfolio has delivered strong performance, as indicated by the V-20 Total
Return of 146.68%, which outperforms the NIFTY_500 Return of 97.85%. The
portfolio has also generated a healthy Compound Annual Growth Rate (CAGR) of
43.52%, which demonstrates the portfolio manager’s ability to identify and
capitalize on profitable investment opportunities.
We
have been able to manage risk effectively, with a Win/Loss percentage of
95.70%, indicating a high proportion of winning trades and a Profit Factor of
2.648, which demonstrates that the portfolio has generated significant profits
relative to its losses. However, it is worth noting that the Percent Profitable
is 48.90%, indicating that we have also had a significant number of losing
trades.
The
portfolio is diversified across a range of industries, with the largest
allocation in Cash at 23.39%. The Automobile and IT sectors have the second and
third-largest allocation, respectively. Other sectors in the portfolio include
Consumer Goods, Industrial Manufacturing, Industrial Minerals, Iron & Steel
Products, Metals, Pharma, Residential Commercial Projects, Specialty Chemicals,
Fertilisers & Pesticides, Computers – Software & Consulting, and Auto
Components & Equipments.
Looking
at the overall win/loss statistics of the portfolio, we made only a few but
profitable trades, with eight winning trades and seven losing trades. The
average gain per winning trade was 8.84%, while the average loss per losing
trade was -3.96%. Additionally, the portfolio manager exited 81 trades during
the period, with 33.68% being winning trades and 66.32% 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. However, it is important
to note that past performance is not necessarily indicative of future results,
and investors should always consider the risks associated with investing in
stocks before making any investment decisions.
