📈 Stock Portfolio & Watchlist Dashboard

📈 What you'll learn:
• Financial Health: Portfolio has delivered a cumulative return of nearly 490% since inception, with large cap stocks comprising 74% of total allocation. Average holding period is close to 3 years, reflecting a long-term investment approach.
• Competitive Positioning: The portfolio is well-diversified, spanning 54 stocks across 27 sectors. The top holding accounts for 13% of the portfolio, and the finance/NBFC sector constitutes 32% of overall allocation.
• Growth Prospects: Outperformance versus both Sensex and the composite benchmark is driven by a concentrated group of top performers, with the top three holdings contributing 33% of total gains.
• Management Quality: High-quality stock selection is evident, with 89% of holdings rated as Excellent or Good in terms of management and governance standards.
• Industry Outlook: Finance/NBFC is the leading sector, contributing 33% of portfolio gains, followed by IT and pharmaceuticals. Large caps account for 67% of total returns, underscoring their role as primary growth drivers.
• Risk Profile: Portfolio beta is 0.83, indicating lower volatility than the market, though overall volatility remains above benchmark averages. Small and micro caps represent just under 5% of the portfolio, helping to moderate risk.
• Liquidity: All holdings are highly liquid, with no positions facing liquidity constraints relative to market trading volumes.
• Financial Trend: Two-thirds of holdings exhibit positive or improving financial trends, supporting ongoing portfolio strength.
• Dividend: Dividend income forms a minor component, contributing just over 1.5% to total returns.