V-20 Portfolio Update (Week 199)

Performance Overview:

In this Week 199 update, the V-20 Portfolio continues to exhibit robust performance, demonstrating a total return of 250.81%. This impressive return surpasses the benchmark index, which has achieved a return of 172.32%. The Compound Annual Growth Rate (CAGR) remains strong at 39.00%, indicating consistent growth over time.

Key Metrics:

Win/Loss Ratio: 94.87%

Profit Factor: 3.148

Percent Profitable: 48.68%

Portfolio Maximum Drawdown: 11.68%

Current Drawdown: 5.48%

V-20 Total Return	250.81%
NIFTY_500 Return	172.32%
Cash	-1.35%
V-20-CAGR	39.00%
Win/Loss %	94.87%
Profit Factor	3.148
Percent Profitable	48.68%
Portfolio Maximum DD	-11.68%
Current Drawdown	-5.48%
Index Maximum DD	-18.48%
Index Current Drawdown	0.00%
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 is 1 loss-making stock in the present portfolio. The portfolio’s diversity across various sectors helps mitigate risk and optimize returns.

Cash Component:

The portfolio currently holds a -1.35% cash component, indicating efficient investment utilization as per market conditions.

	Wins	Avg	Losses	Avg
Invested	13	39.93%	6	-5.50%
Exited	98	36.38%	111	-11.39%

Winning Investments vs. Losing Investments:

The portfolio’s performance demonstrates a higher number of winning investments (13) compared to losing investment (6), which is a positive outcome based on average return on winning investments (39.93%) significantly exceeds the average loss (5.50%) on losing investments. Furthermore, the average return on closed investments (36.38%) surpasses the average loss on closed investments (-11.39%).

Diversification:

The portfolio is strategically diversified across a range of industries, with the largest allocation in Industrial Manufacturing at 15.0%. Other sectors represented in the portfolio include Telecom, Power Generation, TV Broadcasting & Software Production, Construction – Infrastructure, Auto Ancillaries – Others, Reality, Hospital & Healthcare Services, Financial Technology (Fintech), Other Electrical Equipment, Cement & Cement Products, Textiles, Construction – Real Estate, Finance – Stock Broking, Iron & Steel Products & Power.

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.