All Time High Portfolio Overview – 13 October 2023

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 13th October 2023. The portfolio is composed of eight carefully selected stocks, with a total allocation of 37.68%, while the remaining 62.32% is held in cash.

Current Holdings:

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


Sr. No. Buy Date Symbol Buy Avg CMP % Change Stoploss % allocation Remarks
1 2/6/2023 APARINDS 1964.00 5418.80 174.63% 5197.90 13.58%
2 4/25/2023 KINGFA 1627.22 2210.05 35.18% 2266.21 6.72% SELL
3 5/29/2023 RKFORGE 382.00 673.00 75.33% 643.23 9.19%
4 9/11/2023 RESPONIND 320.62 322.00 0.06% 309.83 6.74%
5 9/11/2023 MAGADSUGAR 632.14 699.90 10.31% 605.44 6.46%
6 9/25/2023 RAMKY 614.54 606.50 -1.66% 548.79 6.29%
7 9/25/2023 ANANDRATHI 1607.97 1871.00 15.94% 1705.85 7.38%
8 10/9/2023 SAFARI 4288.99 4307.90 0.07% 3850.77 5.97%
9
10
11
12
13
14
15
16
17
18
19
20
CASH 37.68%

Performance Metrics:

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

Wins Avg Losses Avg
Invested 7 44.50% 1 -1.66%
Exited 226 32.43% 292 -11.02%

Planned Adjustments:

New stocks will be added with a 5% allocation of the current portfolio value on the next trading day, as indicated by the “SELL” remarks in the table. These adjustments aim to optimize the portfolio’s composition and capitalize on emerging opportunities.

New Stock to add: 

GMDCLTD
BSE
KALYANKJIL

Existing Stock to Exit: 

KINGFA
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.

Scroll to Top