All Time High Portfolio WE 21APR2023

The current portfolio consists of five stocks, namely Apar Industries, Ion Exchange India Ltd, Kirlfer Industries Ltd, Sonata Software Ltd, and Kirloskar Industries Ltd, along with a cash holding of 73.04%. The table also displays the buy date, buy average, current market price, stop loss, and percentage allocation of each stock. As of the latest update, the portfolio has gained a cumulative return of 46.45%.

Additionally, the portfolio's overall win-loss stats from January 1st, 2019, have been provided, which shows that the portfolio has invested in three stocks, with an average gain of 14.89% and two losses, with an average loss of 1.74%. The portfolio has also exited 216 stocks, with an average gain of 32.30% and 285 stocks, with an average loss of 11.06%.

Furthermore, the portfolio will add three new stocks, namely TWL, JBMA, and LIKHITHA, on Monday. It will be interesting to see how these new additions perform and affect the portfolio's overall performance. 

Present Portfolio :
Sr. No.Buy DateSymbolBuy AvgCMP% ChangeStoploss% allocationRemarks
12/6/2023APARINDS1964.002825.0043.16%2347.117.13%
23/1/2023IONEXCHANG3395.003326.65-2.50%3217.484.82%
33/1/2023KIRLFER431.00437.200.93%423.874.96%
43/6/2023SONATSOFTW817.89826.900.57%762.235.04%
54/10/2023KIRLOSIND2712.152700.00-0.97%2309.855.00%
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CASH73.04%
The overall portfolio from 1st January 2019 is as follows:
WinsAvgLossesAvg
Invested314.89%2-1.74%
Exited21632.30%285-11.06%
Following stocks shall be added on Monday:
TWL
JBMA
LIKHITHA

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