| Stock | First Buy Date | Holding Period(days) | Total IRR(%) |
|---|---|---|---|
| Apple | 01 Jan, 2024 | 467 | 43.16 |
| Amazon | 01 Jan, 2024 | 467 | 15.21 |
| Alphabet (Class A) | 01 Jan, 2024 | 467 | 19.07 |
| Meta | 01 Jan, 2024 | 467 | 82.40 |
| Netflix | 01 Jan, 2024 | 467 | 74.42 |
| NVIDIA | 01 Jan, 2024 | 467 | 57.17 |
| Annualized return (from selected year till date/exit) | Negative Returns |
0% - 14% Returns |
15% - 19% Returns |
20% - 24% Returns |
25+ % Returns |
No. of decisions where holding period > 1 year | No. of decisions where holding period <= 1 year |
|---|---|---|---|---|---|---|---|
| FY-2020 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| FY-2021 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| FY-2022 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| FY-2023 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| FY-2024 | 0 | 0 | 2 | 0 | 4 | 6 | 0 |
| FY-2025 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| FY-2026 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| No of companies | 0 | 0 | 2 | 0 | 4 | 6 | 0 |
| Returns distribution (%) | 0 | 0 | 33.3 | 0 | 66.7 | 100 | 0 |
| Good buy decisions (annualized returns >=15%) | 99 | ||||||