All Time High Portfolio Overview - 29 September 2023

Introduction:

This comprehensive portfolio overview provides a detailed snapshot of the current holdings, performance metrics, and planned adjustments for the All-Time High (ATH) portfolio as of 29^th September 2023. The portfolio is composed of ten carefully selected stocks, with a total allocation of 60.25%, while the remaining 39.75% is held in cash.

Current Holdings:

Here is an overview of the current portfolio holdings, along with relevant details:

Sr. No.	Buy Date	Symbol	Buy Avg	CMP	% Change	Stoploss	% allocation	Remarks
1	2/6/2023	APARINDS	1964.00	5490.00	178.24%	5114.72	10.85%
2	4/10/2023	KIRLOSIND	2712.15	3255.00	19.40%	3438.54	4.72%	SELL
3	4/25/2023	KINGFA	1627.22	2352.15	43.87%	2256.92	5.64%
4	5/8/2023	IRCON	84.95	144.50	69.28%	146.50	6.79%	SELL
5	5/29/2023	RKFORGE	382.00	642.00	67.25%	642.49	6.91%
6	9/11/2023	RESPONIND	320.62	350.00	8.77%	306.34	5.78%
7	9/11/2023	MAGADSUGAR	632.14	700.00	10.33%	599.01	5.09%
8	9/18/2023	VENUSPIPES	1525.00	1312.00	-14.28%	1424.76	4.33%	SELL
9	9/25/2023	RAMKY	614.54	598.80	-2.91%	542.85	4.90%
10	9/25/2023	ANANDRATHI	1607.97	1681.00	4.17%	1505.95	5.23%
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		CASH					39.75%

Performance Metrics:

The portfolio's performance from January 1, 2019, to the present date is as follows:

	Wins	Avg	Losses	Avg
Invested	8	50.17%	2	-8.59%
Exited	224	32.32%	291	-11.01%

Planned Adjustments:

New stocks will be added with a 5% allocation of the current portfolio value on the next trading day, as indicated by the "SELL" remarks in the table. These adjustments aim to optimize the portfolio's composition and capitalize on emerging opportunities.

Conclusion:

The ATH portfolio continues to demonstrate strong performance, with notable gains and a strategic approach to managing holdings. Investors should completely sell stocks with "SELL" remarks and consider reallocating funds accordingly. This proactive approach ensures the portfolio remains aligned with evolving market conditions and investment goals.