Invest Without Emotions
A picture says a thousand words. Our demat/trading clients can now access quarterly EPS and fundamental ratio charts in the stock ‘Analysis’ tab. Here’s how LUPIN’s look like:
Charts available: GPA, ROC, SNOA, TATA and STA.
Quantitative Value Series
StockViz Trading/demat Account
Fundamental Quantitative Scores for Stocks
We had previously rolled out the “similar stocks” feature that grouped stocks based on risk and technical parameters. The idea of grouping/clustering stocks is that it allows you to find better alternatives to your favorite stocks. We combined machine learning with our Fundamental Quantitative Scores to cluster stocks based on fundamental metrics.
For example, here’s what Glenmark’s looks like:
Machine Learning Stocks
Quantitative Value Series
StockViz Trading/demat Account
Fundamental Quantitative Scores for Stocks
The Nify rallied +3.20% (3.62% in USD) as investors chose to ignore the gloom-and-doom surrounding realty and focused on the positives in IT.
| BANKBEES | +3.79% |
| PSUBNKBEES | +3.70% |
| JUNIORBEES | +3.25% |
| NIFTYBEES | +3.12% |
| INFRABEES | +2.91% |
| GOLDBEES | +0.63% |
Yields are down on the back of internationalization efforts of the RBI. Although much work needs to done, the markets seem to be giving RBI the benefit of the doubt…
… and banks are lending freely to each other, as evidenced by the falling MIBOR rates.
Does social media keep people confused, misled and doped up? Social media keeps us engaged in the activities of semi-imaginary role playing and distracts us from events and action in the real world. As long as we’re busy pretending to be cool or acting outraged online, we won’t be fully present or even really care about legitimate problems. In giving us a chimerical outlet to speak our minds, get distracted playing a role in a game, and get our fix of dopamine, social media is the perfect opiate for keeping the masses deluded and powerless.
We are big fans of quantitative investment strategies, here at StockViz. The primary reason driving our obsession is that they work! They work because they impose discipline and gives us a framework to measure risk-adjusted returns. As a sign of our unwavering focus for providing our clients with an investment edge, we are now making our Fundamental Quantitative Scores for Stocks accessible to our trading/demat clients.
Fundamental Quantitative Scores rank each stock based on a single metric: for example, Return on Capital (ROC), Leverage, Total Accruals To Total Assets, etc. These ranks provide a snapshot of how the company is doing vs. all the other investment options out there.
Here’s a screenshot for Glenmark:
A couple of these metrics (Earnings Yield and Book to Market) are price based (and hence the blue highlight). The scores also indicate the total number of stocks that were analyzed on that metric. For example, Glenmark is ranked 748 out of 957 on Sales Growth Index. We’ll be discussing each of these metrics over the next couple of weeks.
Machine Learning Stocks
Quantitative Value Series
StockViz Trading/demat Account
Good monsoons and election spending is apparently going to boost rural consumption in the medium term. The guys at UBS and Deutsche Bank put together a bunch of stocks that would benefit from rural growth and published it on ET.
We created a Theme that tracks this portfolio. So dood-ka-dood, pani-ka-pani.
Check out the Theme here: “Betting on Bharat October-2013”
Previously: Prabhudas Lilladher Midcap 10-Sept-2013
[stockquote]PRECOT[/stockquote]
