| Stock | First Buy Date | Holding Period(days) | Total IRR(%) |
|---|---|---|---|
| Apple | 01 Jan, 2024 | 310 | 107.27 |
| Amazon | 01 Jan, 2024 | 310 | 38.60 |
| Alphabet - A | 01 Jan, 2024 | 310 | 47.20 |
| Meta | 01 Jan, 2024 | 310 | 161.28 |
| Netflix | 01 Jan, 2024 | 310 | 85.45 |
| NVIDIA | 01 Jan, 2024 | 310 | 169.29 |
| 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-2019 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 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 | 0 | 0 | 6 | 0 | 6 |
| FY-2025 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| No of companies | 0 | 0 | 0 | 0 | 6 | 0 | 6 |
| Returns distribution (%) | 0 | 0 | 0 | 0 | 100 | 0 | 100 |
| Good buy decisions (annualized returns >=15%) | 100 | ||||||