The
portfolio has delivered strong performance, as indicated by the V-20 Total
Return of 146.68%, which outperforms the NIFTY_500 Return of 97.85%. The
portfolio has also generated a healthy Compound Annual Growth Rate (CAGR) of
43.52%, which demonstrates the portfolio manager's ability to identify and
capitalize on profitable investment opportunities.
We have been able to manage risk effectively, with a Win/Loss percentage of 95.70%, indicating a high proportion of winning trades and a Profit Factor of 2.648, which demonstrates that the portfolio has generated significant profits relative to its losses. However, it is worth noting that the Percent Profitable is 48.90%, indicating that we have also had a significant number of losing trades.
The portfolio is diversified across a range of industries, with the largest allocation in Cash at 23.39%. The Automobile and IT sectors have the second and third-largest allocation, respectively. Other sectors in the portfolio include Consumer Goods, Industrial Manufacturing, Industrial Minerals, Iron & Steel Products, Metals, Pharma, Residential Commercial Projects, Specialty Chemicals, Fertilisers & Pesticides, Computers - Software & Consulting, and Auto Components & Equipments.
Looking at the overall win/loss statistics of the portfolio, we made only a few but profitable trades, with eight winning trades and seven losing trades. The average gain per winning trade was 8.84%, while the average loss per losing trade was -3.96%. Additionally, the portfolio manager exited 81 trades during the period, with 33.68% being winning trades and 66.32% being losing trades. The average gain per winning trade that was exited was 33.68%, while the average loss per losing trade that was exited was -11.97%.
In summary, the portfolio has performed well, demonstrating our 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. However, it is important to note that past performance is not necessarily indicative of future results, and investors should always consider the risks associated with investing in stocks before making any investment decisions.
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