A StockViz Investment Theme is a portfolio of stocks that follows a particular strategy. It is a specific way of going about the process of investing. It identifies specific variables that define an equity portfolio like risk, style, sector, balance-sheet items, etc… and by mapping specific Themes to your account, you ensure that you stay pure to your strategy allocation.
We now have sufficient performance data for us to chart Theme performance across different holding periods. For example, the chart above shows what Rs.100 invested in the Quality to Price Theme would be worth if the investment was made (from right-to-left) 5 days ago, 10 days ago, 20 days ago, etc…
You can explore more themes and their performance in detail here.
- Quality to Price = GPA + BM (stockviz.biz)
- Overcoming the 5 common mistakes that investors make (stockviz.biz)
- Long-Term Investing vs. Buy And Hold Forever (stockviz.biz)