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Portfolio

// SAMPLE PORTFOLIO ANALYSIS

Risky DSE Portfolio

Everything in one mid-tier stock, bought at the peak.

This sample portfolio mirrors a common Bangladeshi retail mistake: putting almost everything into a single mid-tier stock at a price near its recent peak. There's no diversification, no fallback, and the entry price leaves little room for upside. The analyzer reads this exactly the way it should — concentrated, fragile, and vulnerable to a single bad quarter.

Holdings

1

Sectors

1

Invested

৳570000

Current P&L

৳-417000 (-73.2%)

COkay

Portfolio Verdict

Your portfolio is okay, but everything is in one stock are pulling your returns down. Spreading the risk a bit more will make your money safer.

We grade your portfolio on three simple things: how well you've spread your money so one bad stock doesn't sink everything, how strong the companies you own actually are, and whether you bought at a fair price. A 'C' means at least one of these three is weak. Fix it now while the issue is still small.

Spread0.0/10
Quality6.8/10
Entry10.0/10

Three quick lists below: what's already working, what needs your attention, and what to think about next. Each point explains what it means and what you can do about it.

What's Working Well

1
  • You paid a fair price for most of your stocks (1 out of 1). Buying at a fair price is half the battle in the stock market — you've avoided overpaying, which means a lot less stress later.

Needs Your Attention

1
  • You only own 1 stock, which means your entire money is tied to a single company. If that one company has a bad year — weak results, a scandal, anything — your whole portfolio falls with it. Add 4–7 more stocks from different sectors as soon as you can.

Things To Consider

2
  • Add 4 more stocks from different sectors. Owning just a couple of stocks is like putting all your savings into one shop — if that shop has a bad year, you have nothing else to fall back on. Aim for 5–8 stocks across at least 3 sectors so no single company or industry can hurt you too much.
  • BEACONPHAR is down, but the company is still strong and the price is now cheaper than when you bought. If you have spare money and still believe in the business, buying a little more here lowers your average cost — so when it recovers, you make back the loss faster.

Sector Breakdown

1 sector · 1 stock

How your money is split across different industries. If you own only bank stocks and banks have a bad year, your whole portfolio falls together — owning a mix (say bank, pharma, and telecom) means one weak sector doesn't drag everything down. As a rule of thumb, no single sector should hold more than about 40% of your portfolio.

  • Pharmaceuticals & ChemicalsHeavy
    100%· 1 stock

Holdings Breakdown

Each stock scored on five fundamentals: business quality, financial health, competitive moat, valuation, and dividend.

BEACONPHAR

Beacon Pharmaceuticals PLC

Solid companyPharmaceuticals & Chemicals100% of portfolio

Overall

68/100

Buy Price

৳380.00

Qty

1,500

LTP

৳102.00

Current Value

৳153000

P&L

৳-417000 (-73.2%)

Strength Across Five Pillars

Business Quality
5.2
Financial Health
6.6
Competitive Moat
7.8
Valuation
7.8
Dividend
8.1

The stock is down, but the company is still strong and the price is now cheaper than when you bought. If you believe in the business, buying a little more here lowers your average cost.

Full analysis

This analysis is for guidance only. Always do your own research before making investment decisions.

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