Performance Analysis for the week ended on 25/06/2021.

The portfolio remains under drawdown!

Despite the recovery in the markets during the week, the portfolio hasn’t been able to recover by a great margin.

That is largely because of large amount of cash in the portfolio generated from the sale of Adani Group stocks.

I’ll be looking to deploy the cash to fresh stocks on the coming rebalance on 01/07/2021.

Let’s have a look at the actual 10 stock model portfolio established based on the Hybrid Investing Approach!

Portfolio Snapshot: Angel Broking!
Ledger balance (Cash).

The total portfolio equity at the end of the week stands at Rs. 27,17,415.85 ( 17,49,292 + 9,68,123.85). Overall, the Hybrid Model Portfolio absolute returns stand strong at 90.03% since inception on 30/06/2020 on a total investment of Rs. 14,30,000.

The Nifty has risen by 53.95% during the same period while the broader Nifty 500 is up by 59.76%. The Hybrid Model portfolio has handily beaten both indices.

Let’s see what’s in store for us over the next week!

Have a great weekend!

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