Atirek portfolio

Mutual Fund Stock Data Analysis
Few things that I got by going through data of the mutual fund

1. In most of the mutual funds the recently added stocks is not performing better than the already added stocks.
2. In most of the mutual funds, it is not guaranteed the high allocation bet will perform than the lower allocation bet. The medium allocation stocks performed better than the lower and higher allocation bet.

Conclusion: It is the good medium of the idea generation for now.

Stock Update
A) Exited Amplitude with 30 percent loss. Amplitude was my high allocation bet and it was really painful when I exited it.
The reasons behind exit

1. The growth is gone. The management is guiding for no growth in top line from quarter over quarter for the coming three quarters.
2. 30 percent loss is the maximum I could handle over my high allocation bet.

Due to this my return in USA is barely double digit in one year in rupees terms in which time nasdaq 100 has given better returns. In dollar terms as of current date it is 3 – 4 percent.

Learnings: Never position size any stock based on its returns but based on the risk that it carries.

B) Exited Ksolves with 70 percent profit. Allocation was the lowest. Did not added much return over my stock portfolio as allocation was low. I feel that I did justice with its low allocation as it was a risky bet.
The reasons behind exit

1. I don’t wanted to lose my returns. My profit reduced from more than 100 percent to 70 percent.
2. As my profit reduced, I checked the VSTOP on weekly candles, the lower vstop line(green line) was at near to 790. When it crossed 790, I sold it. Vstop at monthly candle was at 700 which would have erased my lot of profits therefore did not use it.
3. Considering 400 cr revenue in 2026 and 20 percent profit margin with PE ratio of 20. The growth rate of the profit in next three years is 17 percent lumpsum. It is better to put money in small cap mutual fund if a stock is projecting less than 20 percent returns.

India stocks portfolio did very good in last two months.

Now I have 4 stocks in indian market portfolio and 3 stocks in the usa market portfolio.

Still looking for my 8th stock.