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..
We also have themes based on what other brokers have recommended at different points in time.
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 your themes performed?
Since March 3rd this year, here’s how they have performed:
| Market Fliers | +30.09% |
| Magic Formula Investing | +22.28% |
| Quality to Price | +21.37% |
| Enterprise Yield | +16.91% |
| Financial Strength Value | +14.66% |
| Balance-sheet Strength | +14.28% |
| Long Term Equity* | +8.87% |
| Consistent10* | +6.66% |
| Growth with Moat | +5.98% |
| Market Elephants | +3.28% |
| Momentum 200 | +2.35% |
| Efficient Growth | +1.65% |
| IT 3rd Benchers | -3.51% |
| Velocity* | -6.77% |
Previous performance roundup can be found here.
How have other brokers performend?
Since March 3rd this year, here’s how they have performed:
| Ashwani Gujral’s Top 5 Picks – Nov 2013 | +37.63% |
| CS Midcap 28-Aug-2013 | +27.53% |
| UBS Top 9 Dec-2013 | +23.89% |
| Morgan Stanley’s Strong Election Picks Dec-2013 | +23.23% |
| Globe’s Diwali Picks – 2013 | +22.28% |
| Dolat Capital’s 10 Hidden Gems 2014-02 | +21.25% |
| Emkay’s Picks Nov-2013 | +18.43% |
| Mitesh Thacker’s Top 10 Midcap Pics Jan-2014 | +16.57% |
| Merrill Lynch Top 10 For 2014 | +15.73% |
| Espirito Santo “Silver Bullets” Dec-2013 | +15.47% |
| SMC 10 Stocks for 2014 | +15.44% |
| Prabhudas Lilladher Midcap 10-Sept-2013 | +14.55% |
| ET Analyst Midcap Mix: 5 for 30% – Jan 21, 2014 | +13.59% |
| Microsec’s Diwali picks – 2013 | +13.00% |
| IIFL Mid-caps for 2014 | +12.27% |
| Betting on Bharat October-2013 | +11.94% |
| Kotak Securities’ Diwali picks – 2013 | +11.93% |
| DB Rupee Depreciation 3-Sept-2013 | +10.67% |
| Sharekhan’s Top Picks Nov-2013 | +9.92% |
| Prabhudas Lilladher Largecap 13-Sept-2013 | +9.52% |
| Prabhudas Lilladher’ Diwali picks – 2013 | +8.17% |
| Religare 4 for 2014 | +2.56% |
| Morgan Stanley’s Fragmented Election Picks Dec-2013 | -0.72% |
What if I had just invested in ETFs?
| PSUBNKBEES | +41.41% |
| BANKBEES | +28.06% |
| INFRABEES | +23.61% |
| JUNIORBEES | +13.08% |
| NIFTYBEES | +10.07% |
| GOLDBEES | -3.42% |
WHAT SHOULD I DO NEXT?
You should open a demat account with StockViz and invest through our Themes.