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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 22 December 2023. The portfolio is composed of 9 carefully selected stocks, with a total allocation of 87.80%, while the remaining 12.20% 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	9/11/2023	RESPONIND	320.62	307.30	-4.50%	313.13	7.79%	SELL
2	9/25/2023	RAMKY	614.54	799.75	29.68%	691.55	10.05%
3	9/25/2023	ANANDRATHI	1607.97	2576.00	59.64%	2320.39	12.32%
4	10/16/2023	BSE	1483.50	2324.00	56.09%	2049.83	11.34%
5	10/16/2023	KALYANKJIL	275.15	333.50	20.77%	307.42	8.79%
6	10/23/2023	NEWGEN	1094.99	1447.00	31.67%	1231.23	9.68%
7	10/23/2023	ASIANENE	202.92	286.35	40.61%	221.09	10.74%
8	10/23/2023	PITTIENG	683.14	692.95	1.07%	671.07	7.64%
9	12/18/2023	TIIL	2681.35	2563.95	-4.72%	2185.70	9.44%
10
		CASH					12.20%

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

	Wins	Avg	Losses	Avg
Invested	7	34.22%	2	-4.61%
Exited	230	32.98%	294	-11.05%

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:

TITAGARH

ELECTCAST

Existing Stock to Exit: 

RESPONIND