{"id":1877961,"date":"2013-12-10T15:54:09","date_gmt":"2013-12-10T10:24:09","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=1877961"},"modified":"2013-12-10T15:55:38","modified_gmt":"2013-12-10T10:25:38","slug":"morgan-stanleys-heads-or-tails-portfolio","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2013\/12\/10\/morgan-stanleys-heads-or-tails-portfolio\/","title":{"rendered":"Morgan Stanley’s Heads or Tails Portfolio"},"content":{"rendered":"

Morgan Stanley has created two sets of investment portfolios to “play” the poll results (MoneyControl<\/a>)<\/p>\n

Heads<\/h3>\n

The first is if there is a strong election result. Is basically a basket of high-beta, high-leverage, cyclical, strong short momentum stocks likely to outperform as the market gains conviction in a strong poll result.<\/p>\n

Theme: Morgan Stanley’s Strong Election Picks Dec-2013<\/a><\/p>\n

This portfolio’s beta is around 1.14. But if you are going to be bullish, why hold yourself back? The Market Fliers Theme<\/a> does a better job of pushing the pedal to the metal, so to speak, with a beta of 1.84. High beta has been flying lately, the theme is +14.89%<\/strong> since inception, vs. the Nifty’s +4.31%<\/strong><\/p>\n

Tails<\/h3>\n

And the second is if there is a fragmented election result. Basically a good quality GARP basket, low PEG, high ROE, low beta and strong long-term momentum.<\/p>\n

Theme: Morgan Stanley’s Fragmented Election Picks Dec-2013<\/a><\/p>\n

This portfolio’s beta is around 0.54. But if you are going to play defense, commit! The Market Elephants Theme<\/a>, with a beta of 0.27, barely has a pulse but beats the Morgan Stanley portfolio on both Sharpe and Information Ratio.<\/p>\n

So, dood ka dood, paani ka paani!<\/p>\n","protected":false},"excerpt":{"rendered":"

Morgan Stanley has created two sets of investment portfolios to “play” the poll results (MoneyControl) Heads The first is if there is a strong election result. Is basically a basket of high-beta, high-leverage, cyclical, strong short momentum stocks likely to outperform as the market gains conviction in a strong poll result. Theme: Morgan Stanley’s Strong … <\/p>\n","protected":false},"author":2,"featured_media":1878091,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[2541],"class_list":["post-1877961","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-your-money","tag-theme","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1877961","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=1877961"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1877961\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media\/1878091"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=1877961"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=1877961"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=1877961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}