Performance

Notes –
  • The maximum allocation for any single stock should be kept below 8% in the portfolio.
  • To manage risk, recommendations in the Future segment are sometimes paired with a Call/Put option of the underlying. The performance summary will have the “Effective Cost Price” for P&L calculation in such cases after adjusting the option premium value.
  • Use the search option on the home page to locate the blog post corresponding to the recommendation by punching in the “recommendation code”.

Click to download –  Performance Summary (15 May 2019)