Below table shows that the portfolio has continued to perform well, with the total return increasing to 222.26%. It has outperformed the benchmark index, which has a return of 124.16%. The portfolio’s CAGR remains strong at 54.15%, 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 TITAGARH with 144.55% gains and there is no loss making stock in present portfolio.
The Cash component in portfolio is 25.90%.
The portfolio has more winning investments than losing investments, which is a positive outcome. The average return on winning investments (74.97%) is higher than the average loss on losing investments. Furthermore, the average return on closed investments (33.48%) is higher than the average loss on closed investments (-11.86%).
The portfolio is diversified across a range of industries, with the largest allocation in Industrial Manufacturing at 13.6%, followed by Automobiles, Railway Wagons, Computers – Software & Consulting with 11.1,8.7&7.2% allocation respectively. Other sectors in the portfolio include Pharma, IT, Residential Commercial Projects, Industrial Minerals, Iron & Steel Products, Packaged Foods.
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.
