What is a “Theme”?
A StockViz Investment Theme is a portfolio of stocks that follows a particular strategy. It is a convenient way for you to:
- stick to a strategy
- follow a preset rebalancing schedule
- think in terms of your portfolio strategy rather than individual stocks
- avoid common behavioral pitfalls
- systematically track your P&L and strategy performance
What is an investment strategy?
An investment strategy is a specific way of going about the process of investing. It identifies specific variables that define a stock. Variables can be anything: risk, style, sector, balance-sheet items, etc..
By mapping specific Themes to your account, you ensure that you stay pure to your strategy allocation. And that there is no “flying by the seat of your pants” investing.
How have Investment Themes performed?
Splendidly. Here’s a roundup:
| Theme | Inception Date | Returns (%) | Annualized Returns(%) |
|---|---|---|---|
| Quality to Price | 2013-08-28 | 57.99 | 116.31 |
| Balance-sheet Strength | 2013-09-11 | 41.75 | 90.7 |
| Growth with Moat | 2013-08-05 | 22.2 | 39.54 |
| Financial Strength Value | 2013-09-13 | 21.72 | 47.76 |
| IT 3rd Benchers | 2013-11-06 | 18.95 | 61.77 |
| Velocity | 2013-11-12 | 18.21 | 62.73 |
| Momentum 200 | 2013-08-19 | 17.39 | 33.23 |
| Market Elephants | 2013-09-02 | 15.32 | 31.61 |
| Magic Formula Investing | 2013-08-19 | 15.06 | 28.78 |
| Efficient Growth | 2013-08-05 | 11.19 | 19.93 |
| Enterprise Yield | 2013-09-16 | 10.27 | 23.01 |
| Consistent10 | 2013-11-18 | 9.82 | 35.87 |
| Long Term Equity | 2013-11-18 | 7.81 | 28.5 |
| ADAG Mania | 2013-07-25 | 4.44 | 7.51 |
| Market Fliers | 2013-10-28 | -6.67 | -20.12 |
What should I do next?
You should open a demat account with StockViz and invest through our Themes.