Update on V-20 Portfolio (Week 155)

Below table provided to show the performance metrics of an investment portfolio, V-20 portfolio, as compared to the NIFTY_500 index.

Starting with the total return, the V-20 portfolio has generated an impressive return of 151.85%, while the NIFTY_500 index has returned 103.60%, and cash component is -1.79%. This means that the V-20 portfolio has significantly outperformed both the index.

The CAGR (Compound Annual Growth Rate) of the V-20 portfolio is 44.57%, which indicates the annualized rate of return for the portfolio. This is a strong CAGR, indicating that the portfolio has grown rapidly over time.

The Win/Loss ratio of 98.94% indicates that the V-20 portfolio has had a high percentage of winning trades compared to losing trades. The Profit Factor of 2.704 is also impressive, indicating that the average profit per trade was more than twice the average loss per trade.

However, the Percent Profitable metric of 49.73% indicates that less than half of the trades were profitable.

The Portfolio Maximum Drawdown of -11.68% indicates the maximum loss the portfolio has experienced at any point in time. The current drawdown of -5.16% indicates the current loss from the portfolio's previous high. Comparatively, the Index Maximum Drawdown and Index Current Drawdown show the maximum and current losses for the NIFTY_500 index, which were larger than those of the V-20 portfolio.

Overall, the V-20 portfolio has performed well, with strong returns and metrics indicating a high percentage of winning trades and good risk management. However, investors should keep in mind the relatively low percentage of profitable trades and the potential for drawdowns in the future.

V-20 Total Return	151.85%
NIFTY_500 Return	103.60%
Cash	-1.79%
V-20-CAGR	44.57%
Win/Loss %	98.94%
Profit Factor	2.704
Percent Profitable	49.73%
Portfolio Maximum DD	-11.68%
Current Drawdown	-5.16%
Index Maximum DD	-18.48%
Index Current Drawdown	-4.53%
No. of stocks	20

Changes in Portfolio:

SELL: 0

BUY: 0

Performance of winners & losers:

Looking at the table, it appears that the strategy has had a total of 187 trades, with 12 of them resulting in gains and 8 resulting in losses. The average return of the winning trades is 10.51%, while the average return of the losing trades is -3.28%.

In terms of the number of trades that were exited, there were 81 winning trades and 86 losing trades. This indicates that the strategy may have had a higher number of losing trades, compared to the winning trades.

Overall, the table shows that the investment strategy had a higher percentage of winning trades and a larger average gain compared to the average loss.

	Wins	Avg	Losses	Avg
Invested	12	10.51%	8	-3.28%
Exited	81	33.68%	86	-11.97%

Industry Allocation :

Overall, the portfolio seems to have a relatively diversified allocation across a range of industries. The industry with the highest allocation percentage in this portfolio is Iron & Steel Products at 9.76%, followed by IT at 10.54%.