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:

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 YOUR THEMES PERFORMED?

Theme	Commencement	Performance	NIFTYBEES Performance	JUNIORBEES Performance
Market Fliers	2013-Oct-28	64.79%	24.5%	35.1%
Magic Formula Investing	2013-Aug-19	68.67%	39.89%	48.38%
Enterprise Yield	2013-Sep-16	49.51%	30.24%	46.46%
Pharma 10	2013-Jul-17	8.36%	27.88%	35.85%
Pharma Growth	2013-Jul-17	13.01%	27.88%	35.85%
Private Banks	2013-Jul-15	28.82%	26.61%	33.45%
Quality to Price	2013-Aug-28	132.47%	43.5%	54.91%
Gold and Jewellery	2013-Jul-15	-0.34%	26.61%	33.45%
Alcohol and Tobacco	2013-Jul-25	8.84%	29.05%	38.35%
Industrial Value	2014-Jun-02	13.57%	4.27%	1.36%
Market Elephants	2013-Sep-02	28.51%	37.15%	49.96%
Balance-sheet Strength	2013-Sep-11	93%	28.88%	45.66%
For-Profit Education	2013-Jul-25	81.33%	29.05%	38.35%
Momentum 200	2013-Aug-19	42.34%	39.89%	48.38%
Financial Strength Value	2013-Sep-13	56.54%	30.06%	45.69%

Detail of draw-downs can be found here.

Performance Charts

WHAT SHOULD I DO NEXT?

You should open a demat account with StockViz and invest through our Themes.