Friends, please note activity during the week. The return on annualized basis stands at 23.14% (23.71% last weekend ). At this stage we are invested to the extent of 43.64/43.09 lacs (35.57/35.86 lacs) while gross gain now stands at 32.66 lacs (33.52 lacs).
The indices closed over the week as given below:
Nifty 22147 against 22519 (-1.65%)
Nifty Next 61887/63067 (-1.87%)
Nifty 100 22859/23254 (-1.69%)
Nifty 500 20385/20745 (-1.73%)
Our model portfolio (PTQ3FY21 ) reflects weekly gain of (-) 0.86 lac reflecting -2.41% fall over the week on 35.57 lac investment at the beginning of week.
Some of the items qualified for purchase this week based on earlier advice of which you were made aware of. 4 results were analysed out of which 2 only were good for retention/investment and other 2 not but to be bought at a given lower price point in future. There is slight set back this week after 2 weeks of good performance.
Markets were uncertain due to conflict between Iran and Israel but we will go ahead with what we observe over all in light of results announced. We do factor in present situation and also possible developments in current quarter that can be perceived. The interesting time ahead should keep us engaged.
Krishna Khandelwal
Panch Tattva Wisdom 