Performance

Notes –
  • It is recommended to not have more than 8% portfolio allocation for any single stock.
  • To manage risk, a lot of recommendations in the Future segment are 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.