PTQ3FY21, PTQ4FY21 and PTQ1FY22

PTQ3FT21 : This portfolio began its journey on 22/01/2021 when we identified first item worthy of purchase post result announcement for Q3FY21. Now result season for Q1FY22 has commenced and we have added TCS on 09/07/2021. Now investment in this stands at 27.71 lac while annualised XIRR stands at 54.97% and unannualized XIRR stands at 22.78%. During this period gross investment has mostly hovered between 23 lacs to 38 lacs. Purchases totalled 94.5 lac sales totalled 72.30 during the period. We reported all activity in this as when it happened. You may keep track of the yourself. Its easy to replicate at your end should you be interested.

PTQ4FT21 : This portfolio began its journey on 15/04/2021 when we identified first item worthy of purchase post result announcement for Q4FY21. Now result season for Q1FY22 has commenced and we have added TCS on 09/07/2021. Now investment in this stands at 27.23 lac while annualised XIRR stands at 51.96% and unannualized XIRR stands at 10.61%. During this period gross investment has mostly hovered between 20 lacs to 30 lacs. Purchases totalled 47.82 lac sales totalled 22.23 during the period. We reported all activity in this as when it happened. You may keep track of the yourself. Its easy to replicate at your end should you be interested.

PTQ1FY22 : This portfolio has become active with purchase of TCS in terms of post result opinion of which you are aware.

We hope you have gone through the pinned post to fully understand how these portfolios maintained. An important point to note is that we only Rs 1 lac approximately in a single scrip and we don’t look beyond Nifty and Nifty Next. It therefore gives you opportunity to look at the performance of these current portfolios in comparison to the indices and broader market. On this site itself you will find history recommendations and earlier portfolios, please do acquaint yourself. We have not taken effect of transaction cost but also have not taken credit for dividends which will be more then adequate to cover costs.

If you have questions in mind, please do ask them.

If anybody is in stock advisory business then he may get in touch with us to explore opportunities.

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