Sounds very interesting. I have tried Phi-2 on LLM studio. How are you uploading the documents? Are you also training the model?
Posts in category Value Pickr
Ascendant’s Portfolio (22-01-2024)
How I plan to calculate Returns of my Portfolio:
I have high churn in my portfolio (Separate core & Momentum). Based on Sectoral tailwinds, I rotate sectors, and I also switch between stocks of the same type based on Corp governance issue, or Expected earnings.
Ex: I switched from Som Distelleries to Sula Vineyards since there was short term downtrend due to uncertainity of IT raid.
Hence I am difficulty calculating my Portfolio returns, performance as compared to Nifty, CAGR etc. Also I have two brokers separate, for momentum + Core PF, that makes even more difficult to get feedback how I am doing in markets.
I plan to just take the “Realized Profits” & “Unrealized profits” separately and divide it by the Average Capital I kept in my brokerage account over a tax year? This will give me two data points on an yearly basis.
For the first year:
Average capital: 10 Lakhs
Realized Annual Rate of Return: (1 Lakh / 10 Lakhs) * 100% = 10%
Unrealized Annual Rate of Return: (2 Lakhs / 10 Lakhs) * 100% = 20%
For the second year:
Average capital: 15 Lakhs
Realized Annual Rate of Return: (2 Lakhs / 15 Lakhs) * 100% ≈ 13.33%
Unrealized Annual Rate of Return: (2 Lakhs / 15 Lakhs) * 100% ≈ 13.33%
Calculate Total return percentage
(Realized Profit + Unrealized Profit) / Average Capital
6L / ((10+15)/2) -> 48%
CAGR
CAGR = ((Final Value / Initial Value) ^ (1 / Number of Years)) - 1
(1 + 0.48) ^ (1 / 2) - 1 ≈ 22.47%.
How does this sound? Any alternatives @Mudit.Kushalvardhan
The PSU Rally- Could Another Ketan Parekh Jack Up Prices Now? (22-01-2024)
my understanding is purely based on PHILLIPCAPITAL INDIA RESEARCH report on power financiers…
Attached here…
Phillip_Capital_on_Power_Financiers_Decoding_the_surge_in_power.pdf (2.1 MB)
HDFC Bank- we understand your world (22-01-2024)
Agree with you. Unable to increase my position in the bank as it is already one of my largest holdings. But have seen this pattern playing out again and again. Back in 2017 TCS & IT pack were underperforming and many stories floated. In 2021 ITC was underperforming and many stories were floated. Now it is HDFCBK’s turn. D: Invested & Biased.
MapMyIndia – The Map Company (22-01-2024)
In a recent Ola update (move OS 4) Ola replaced mapmyindia and introduced Ola maps.
Can this change harm mapmyindia?
Screener.in: The destination for Intelligent Screening & Reporting in India (22-01-2024)
Hi Nimish, I am sorry, but it wouldn’t be possible to build custom moving averages on the website at the moment.
As we are focussing on providing more features around the fundamental aspects of the company. We have only limited technical indicators like 50 & 200 Day EMA, RSI and MACD.
Page industries (22-01-2024)
Sharing an observation about current inventory state of Page Industries
- Ordered from Jockey site twice within this year
- Both times received items which had been manufactured at least 6 months ago – implies that Page is siting on inventory not yet sold /shipped to Dealers
- Also checked local shops – their inventory also had manufacturing dates ranging from 9 months to 1.5 years in past
- Seems there is a slowdown in demand
- Also saw that cheaper alternatives like Amul are flying off the shelf
What are your thoughts on this, since its a premium Priced Product
The PSU Rally- Could Another Ketan Parekh Jack Up Prices Now? (22-01-2024)
Hi,
What is your rational for preferring PFC over other PSU power financers ?
thanks
Great articles to read on the web (22-01-2024)
‘Bullish On,’ Sandeep Tandon Of Quant Mutual On Pockets Of Opportunity In Market With Nikunj Dalmia
Sandeep Tandon from Quant Mutual Fund
- Valuations are rich but not expensive
- The easy phase of the bull market is over
- Churning is important in today’s world to generate alpha
- In the next 30 years, the relevance of the leverage economy will decline and the real economy will return.
- He already sold HDFC in Sep 2022
- They hold smaller banks like Karnataka Bank, RBL or J&K trading close to their book value.
- Pharma, metals and mining are in the neglected category and can perform well in the next 3 years
- PSU rally has still some legs left as people are still owning with hesitation.
- Overweight on Reliance
The PSU Rally- Could Another Ketan Parekh Jack Up Prices Now? (22-01-2024)
I sold my IRCON on Saturday. There seems to be consensus that railway stocks are over-heated and I do not want to lose sleep. It may continue to rise but I won’t regret it (much).
Still, continue to hold PFC and may even add more.