All Time High Portfolio Overview – 09 February 2024

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Introduction:

This comprehensive portfolio overview provides a detailed snapshot of the current holdings, performance metrics, and planned adjustments for the All-Time High (ATH) portfolio as of 09 February 2024. The portfolio is composed of 10 carefully selected stocks, with a total allocation of 104.91%, while the remaining -4.91% is held in cash.

Current Holdings:

Here is an overview of the current portfolio holdings, along with relevant details:

Performance Metrics:

Sr. No. Buy Date Symbol Buy Avg CMP % Change Stoploss % allocation Remarks
1 9/25/2023 RAMKY 614.54 711.00 15.28% 776.50 8.11% SELL
2 9/25/2023 ANANDRATHI 1607.97 3417.00 111.76% 2800.26 14.83%
3 10/16/2023 KALYANKJIL 275.15 358.05 29.66% 337.80 8.57%
4 10/23/2023 NEWGEN 547.50 800.00 45.59% 759.69 9.71%
5 10/23/2023 ASIANENE 202.92 313.20 53.79% 271.04 10.66%
6 12/26/2023 TITAGARH 1051.25 1001.30 -5.09% 1009.69 8.95% SELL
7 12/26/2023 ELECTCAST 115.06 184.70 59.95% 157.99 15.02%
8 1/23/2024 ITI 339.73 328.25 -3.73% 307.08 9.73%
9 1/29/2024 RAILTEL 429.02 397.00 -7.70% 339.23 9.36%
10 1/29/2024 RECLTD 494.37 483.80 -2.39% 427.13 9.98%
CASH -4.91%

The portfolio’s performance from January 1, 2019, to the present date is as follows:

Wins Avg Losses Avg
Invested 6 52.67% 4 -4.73%
Exited 231 33.02% 297 -11.03%

Planned Adjustments:

Buying new stocks will be restricted till stock count 10. Sell recommendation shall be followed as per stoploss, as indicated “SELL” remarks in the table. 

New Stock to add:

N.A.

Existing Stock to Exit: 

RAMKY, TITAGARH

Conclusion:

The ATH portfolio continues to demonstrate strong performance, with notable gains and a strategic approach to managing holdings. Investors should completely sell stocks with “SELL” remarks and consider reallocating funds accordingly. This proactive approach ensures the portfolio remains aligned with evolving market conditions and investment goals.

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