Investment Theme Performance Roundup

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:

  1. stick to a strategy
  2. follow a preset rebalancing schedule
  3. think in terms of your portfolio strategy rather than individual stocks
  4. avoid common behavioral pitfalls
  5. 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.

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