Below table represents a present portfolio of investments made by an individual, including the purchase date, stock symbol, purchase price, current market price (CMP), percentage change, stop loss, percentage allocation, and any remarks about the investment.
Portfolio has ten stocks in their
portfolio with varying degrees of performance. APARINDS, the first stock, has
experienced the largest gain of 51.36% since its purchase on February 6, 2023,
while KIRLOSIND has decreased in value by 6.46%. Portfolio has also allocated
51.23% of their portfolio to cash, suggesting they have a significant amount of
money that they have not yet invested.
Additionally, the table shows the
overall performance of the portfolio since January 1, 2019. Portfolio has
invested in a total of 9 stocks, of which 7 have had positive returns with an
average gain of 14.11%, while 2 stocks have lost an average of -4.73%. The
individual has also exited 216 stocks, resulting in an average gain of 32.30%,
while 286 stocks have had an average loss of -11.04%.
Portfolio also plans to add IRCON
to their portfolio on Monday, with 5% allocation of present portfolio value.
Portfolio has not any SELL recommendation for this week.
0 Comments