Performances of Stock Portfolios till July 2021

August 10, 2021

By Pradeep Kumar A

Dear investors,

After hitting an all time high price in June 2021, Nifty made a lateral movement in the month of July 2021.

All the 4 portfolios continued their fine performances.

The realised profit was 5.3% in the Sprint Investment System.

JSW Energy (NSE: JSWENERGY) gave more than 50% returns. It delivered more than 30% returns in June 21. Coforge (NSE: COFORGE), ICICI Securities (NSE: ISEC) and a few more gave a nice support for the portfolio.

The stock Adani Total Gas (NSE: ATGL) was unable to exit as it was locked in the lower circuit in the month of June 21. It was exited as soon as it came out of the circuit but with an unplanned loss.

Below are the stocks which were exited in July 2021 and their performances.

Below is the performance chart of the portfolio based on the Sprint Investment System for the year 2021. You can also see the performance in the year 2020. The figures shown are realised profit or loss. This portfolio has delivered a net profit of 55.2% (absolute returns) in the calendar year 2021.

Net unrealised profit was at 0.8% by the end of July 2021.

The live stock portfolio for the Sprint Investment System can be viewed at Sprint Investment System.

The portfolio based on the Agile Investment System gave 7.3% returns. The stock Tata Steel BSL (NSE: TATASTLBSL) gave more than 60% returns in 3 months. Steel Authority of India (NSE: SAIL) delivered more than 50% returns. 1 exited after it was stopped by its planned stop loss.

Below are the stocks which were exited in July 2021 and their performances.

Below is the performance chart of the portfolio based on the Agile Investment System for the year 2021. You can also see the performance in the year 2020. The figures shown are realised profit or loss. The returns for the calendar year 2021 stands at 45.3% (absolute returns).

Net unrealised profit is at 11.2% by the end of July 2021.

The live stock portfolio for Agile Investment System can be viewed at Agile Investment System.

The portfolio based on the Prime Investment System gave 9.7% returns. 3 stocks exited in the month of July 2021 after 6 months. All the 3 stocks gave fantastic returns while Deepak Nitrite (NSE: DEEPAKNTR) gave more than 90% returns.

Below are the stocks which were exited in July 2021 and their performances.

Below is the performance chart of the portfolio based on the Prime Investment System for the year 2021. The figures shown are realised profit or loss. It has given a net profit of 28.1% (absolute returns) in the calendar year 2021.

Net unrealised profit is at 27.4% by the end of July 2021.

The live stock portfolio for Prime Investment System can be viewed at Prime Investment System.

None of the stocks from the Sublime Investment System portfolio were exited. 2 new stocks were added to this portfolio. Net unrealised profit is at 26.6% by the end of July 2021.

The live stock portfolio for Sublime Investment System can be viewed at Sublime Investment System.

Nifty50 came out of the narrow range and was at an all time high at the time of publishing this post. Many stocks in our portfolios started a downward movement. Can our stocks pullback in the coming days? Fingers crossed!

Take care of yourself and your investments.

Cheers!

Pradeep Kumar A

Note: Brokerage, other charges, and dividends are not included while calculating profit and loss.

Leave a Reply

Your email address will not be published. Required fields are marked

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}