All Time High Portfolio Overview - 20 January 2024

All Time High Portfolio Overview – 20 January 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 20 January 2024. The portfolio is composed of 10 carefully selected stocks, with a total allocation of 97.69%, while the remaining 2.31% 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	803.50	30.28%	736.71	9.38%
2	9/25/2023	ANANDRATHI	1607.97	2700.05	67.32%	2463.41	11.99%
3	10/16/2023	BSE	1483.50	2243.10	50.66%	2240.13	10.16%
4	10/16/2023	KALYANKJIL	275.15	361.50	30.91%	331.15	8.85%
5	10/23/2023	NEWGEN	547.50	834.00	51.78%	721.40	10.36%
6	10/23/2023	ASIANENE	202.92	276.00	35.52%	250.39	9.61%
7	10/23/2023	PITTIENG	683.14	673.75	-1.75%	673.67	6.89%
8	12/18/2023	TIIL	2681.35	2205.00	-18.06%	2302.41	7.54%	SELL
9	12/26/2023	TITAGARH	1051.25	1173.80	11.26%	970.93	10.74%
10	12/26/2023	ELECTCAST	115.06	146.00	26.44%	112.07	12.15%
		CASH					2.31%

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

	Wins	Avg	Losses	Avg
Invested	8	38.02%	2	-9.91%
Exited	230	32.98%	295	-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:

ITI

Existing Stock to Exit:

TIIL

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.