V-20 Portfolio Update (Week 188)

Performance Overview:

In this Week 188 update, the V-20 Portfolio continues to exhibit robust performance, demonstrating a total return of 217.41%. This impressive return surpasses the benchmark index, which has achieved a return of 153.93%. The Compound Annual Growth Rate (CAGR) remains strong at 47.37%, indicating consistent growth over time.

Key Metrics:

Win/Loss Ratio: 86.87%

Profit Factor: 2.826

Percent Profitable: 46.43%

Portfolio Maximum Drawdown: 11.68%

Current Drawdown: 3.94%

V-20 Total Return	217.41%
NIFTY_500 Return	153.93%
Cash	0.84%
V-20-CAGR	47.37%
Win/Loss %	86.67%
Profit Factor	2.826
Percent Profitable	46.43%
Portfolio Maximum DD	-11.68%
Current Drawdown	-3.94%
Index Maximum DD	-18.48%
Index Current Drawdown	-0.60%
No. of stocks	19

These key metrics highlight the portfolio’s ability to maintain positive performance and profitability. The Win/Loss Ratio, Profit Factor, and Percent Profitable metrics all indicate favourable outcomes.

Notable Gainers and Losers:

The portfolio boasts several notable gainers, with ANANTRAJ. However, it’s important to note that there are 10 loss-making stocks in the present portfolio. The portfolio’s diversity across various sectors helps mitigate risk and optimize returns.

Cash Component:

The portfolio currently holds a 0.84% cash component, indicating efficient investment utilization as per market conditions.

	Wins	Avg	Losses	Avg
Invested	9	28.27%	10	-6.88%
Exited	95	36.90%	110	-11.47%

Winning Investments vs. Losing Investments:

The portfolio’s performance demonstrates a higher number of winning investments (9) compared to losing investment (10), which is a positive outcome based on average return on winning investments (28.27%) significantly exceeds the average loss (6.88%) on losing investments. Furthermore, the average return on closed investments (36.90%) surpasses the average loss on closed investments (-11.47%).

Diversification:

The portfolio is strategically diversified across a range of industries, with the largest allocation in Industrial Manufacturing at 9.6%. Other sectors represented in the portfolio include Auto Ancillaries – Others, Paper & Forest Products, Hospital & Healthcare Services, Construction – Real Estate.

Summary:

In summary, the V-20 Portfolio’s performance remains strong, indicating its ability to identify and capitalize on profitable investment opportunities while effectively managing risk. The diversification across various industries enhances the portfolio’s resilience and potential for optimized returns. The portfolio’s out-performance compared to the benchmark index reaffirms its success in achieving substantial returns for investors.

Portfolio Changes:

SELL: 0

BUY: 0

These portfolio adjustments reflect an ongoing commitment to optimizing the portfolio’s composition and seizing emerging investment opportunities.