Below table shows that the portfolio has continued to perform well, with the total return increasing to 213.65%. It has outperformed the benchmark index, which has a return of 123.32%. The portfolio’s CAGR remains strong at 57.74%, 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 drawdown and regained all time high (ATH) portfolio value in this week. Overall, the portfolio shows robust performance compared to the benchmark index.
The biggest gainer is SAKSOFT with 115.30% gains and loser is NFL with loss of 23.21%. There are 14 stocks in gains and 6 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 (61.11%) is higher than the average loss on losing investments (10.33%). 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 Industrial Manufacturing at 13.1%, followed by Automobiles, Iron & Steel Products, IT with 10.8,9.6&8.4% allocation respectively. 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.
