Below
table shows that the portfolio has continued to perform well, with the total
return increasing to 180.24%. It has outperformed the benchmark index, which
has a return of 113.38%. The portfolio’s CAGR remains strong at 52.86%,
indicating consistent growth over time.
The
Win/Loss ratio, Profit Factor, and Percent Profitable metrics indicate that the
portfolio has maintained a positive performance and profitability. The
portfolio has experienced a decrease in its current draw-down and regained all
time high (ATH) portfolio value. Overall, the portfolio shows robust
performance compared to the benchmark index.
There
is no change in overall portfolio in this week re-balance.
The
biggest gainer is SAKSOFT with 94.35% gains and loser is NFL with loss of 18.19%.
There are 17 stocks in gains and 3 stocks in losses in present portfolio.
The
portfolio has more winning investments than losing investments, which is a
positive outcome. The average return on winning investments (27.03%) is higher
than the average loss on losing investments (-11.64%).
Furthermore, the average return on closed investments (33.68%) is higher than
the average loss on closed investments (-11.97%).
The
portfolio is diversified across a range of industries, with the largest
allocation in IRON & STEEL PRODUCTS & INDUSTRIAL MANUFACTURING at 10.7%,
followed by IT & AUTOMOBILES with 10.2% allocation. Other sectors in the
portfolio include Consumer Goods, Industrial Minerals, Metals, Pharma,
Residential Commercial Projects, Specialty Chemicals, Fertilizers &
Pesticides, Computers – Software & Consulting, and Auto Components &
Equipment.
In
summary, the portfolio has performed well, demonstrating 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.
