All Time High Portfolio Overview - 03 November 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 03 November 2023. The portfolio is composed of 11 carefully selected stocks, with a total allocation of 77.69%, while the remaining 22.31% 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	9/11/2023	RESPONIND	320.62	331.50	3.02%	310.15	7.43%
	2	9/11/2023	MAGADSUGAR	632.14	757.65	19.42%	649.94	7.48%
	3	9/25/2023	RAMKY	614.54	623.00	1.01%	568.32	6.92%
	4	9/25/2023	ANANDRATHI	1607.97	2019.95	25.18%	1787.65	8.53%
	5	10/9/2023	SAFARI	4288.99	4297.00	-0.18%	3993.29	6.38%
	6	10/16/2023	GMDCLTD	409.00	325.55	-20.70%	355.78	5.13%	SELL
	7	10/16/2023	BSE	1483.50	1797.00	20.69%	1621.10	7.74%
	8	10/16/2023	KALYANKJIL	275.15	304.70	10.34%	261.72	7.10%
	9	10/23/2023	NEWGEN	1094.99	1118.00	1.73%	1006.00	7.05%
	10	10/23/2023	ASIANENE	202.92	191.00	-6.22%	171.61	6.77%
	11	10/23/2023	PITTIENG	683.14	687.90	0.33%	623.23	7.17%
	12
	13
	14
	15
	16
	17
	18
	19
	20
			CASH					22.31%

Performance Metrics:

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

		Wins	Avg	Losses	Avg
	Invested	8	10.22%	3	-9.03%
	Exited	229	33.11%	292	-11.02%

Planned Adjustments:

Stocks will be stopped and portfolio will be moved to Muhurat portfolio from next week. Sell recommendation shall be followed as per stoploss, as indicated "SELL" remarks in the table. 

New Stock to add:

Not applicable

Existing Stock to Exit: 

GMDCLTD

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.