We had started maintaining Investment Themes to reflect calls made by different brokerage to track their performance over a period of time. We called it “Dood ka dood, Paani ka paani.” So here’s how they have fared so far:
|
Theme
|
Nifty 50
|
|
|---|---|---|
| DB Rupee Depreciation 3-Sept-2013 |
+11.20%
|
+13.89%
|
| CS Midcap 28-Aug-2013 |
+12.51%
|
+14.71%
|
| Globe Monthly Monitor |
+3.28%
|
+14.71%
|
| Prabhudas Lilladher Largecap 13-Sept-2013 |
+7.26%
|
+6.06%
|
| Prabhudas Lilladher Midcap 10-Sept-2013 |
+13.84%
|
+5.23%
|
| Betting on Bharat October-2013 |
+1.89%
|
+5.06%
|
Only two of these calls outperformed the Nifty. To determine if it was because of skill or luck will require lot more samples (calls) to be tracked, so stay tuned!
Related: Investment Themes
[stockquote]PRECOT[/stockquote]