PTQ3FY21… Returns and activity

Friends, this portfolio has become almost 2 yrs old now. It has returned 17.81 % annualised returns while the benchmarch created by us has given 12.82 % annualised return which you may check below. For the entire two year period the returns as per benchmark is 26.92 % and for the portfolio it is 38.29 %, in this light we may say that the returns have been good and on closer analysis we find they have been pretty stable.

We may point out here that we tracked a total of 106 scrips in past period which comprised of Nifty and Nifty Next plus a few of those item which replaced the earlier ones on account of reshuffle. The items that we track also covers those which were removed from the indices.

Beginning result season in Jan ’23,we will create a new portfolio i e PTQ3FY23. We will then keep alive just 3 portfoios namely PTQ3FY21, PTQ3FY22 and PTQ3FY23 and rest will be squared off today it self. These 3 current portfolios have had or will have beginning in January month of 2021,2022 and 2023.

In this portfolio we have as on today positive returns in as many as 83 scrips and negative return in 23 scrips. So now you have fair idea about the system we follow. Please keep vising our blog and raise any querries that you want answered by us.

Krishna Khandelwal

30/12/2022 at 1330 hrs

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