{"id":1901701,"date":"2014-01-18T11:16:34","date_gmt":"2014-01-18T05:46:34","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=1901701"},"modified":"2014-01-18T11:16:34","modified_gmt":"2014-01-18T05:46:34","slug":"weekly-recap-get-lucky","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2014\/01\/18\/weekly-recap-get-lucky\/","title":{"rendered":"Weekly Recap: Get Lucky"},"content":{"rendered":"<p><a href=\"http:\/\/stockviz.biz\/Indices.aspx?TICKER=NIFTY\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1901721\" alt=\"nifty weekly performance heatmap\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/NIFTY.2014-1-10.2014-1-17.png\" width=\"600\" height=\"400\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/NIFTY.2014-1-10.2014-1-17.png 600w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/NIFTY.2014-1-10.2014-1-17-300x200.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/NIFTY.2014-1-10.2014-1-17-450x300.png 450w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p>The Nifty ended the week <strong>+1.46%<\/strong> (<strong>+2.43%<\/strong> in USD terms) largely driven by banks and IT.<\/p>\n<h3>Index Performance<\/h3>\n<p><a href=\"http:\/\/stockviz.biz\/Indices\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1901711\" alt=\"weekly index performance\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/indexperf.2014-1-10.2014-1-17.png\" width=\"600\" height=\"600\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/indexperf.2014-1-10.2014-1-17.png 600w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/indexperf.2014-1-10.2014-1-17-150x150.png 150w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/indexperf.2014-1-10.2014-1-17-300x300.png 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<h3>Top winners and losers<\/h3>\n<div class=\"row-fluid\">\n<div class=\"span6\">\n<table class=\"table table-bordered table-condensed\">\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=UPL\" target=\"_blank\">UPL<\/a><\/td>\n<td><span style=\"color: green\">+6.22%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=HCLTECH\" target=\"_blank\">HCLTECH<\/a><\/td>\n<td><span style=\"color: green\">+6.27%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=HINDPETRO\" target=\"_blank\">HINDPETRO<\/a><\/td>\n<td><span style=\"color: green\">+7.29%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=RANBAXY\">RANBAXY<\/a><\/td>\n<td><span style=\"color: red\">-12.42%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=EXIDEIND\">EXIDEIND<\/a><\/td>\n<td><span style=\"color: red\">-10.02%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=IDEA\">IDEA<\/a><\/td>\n<td><span style=\"color: red\">-6.33%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span6\">A different story behind each of these stocks&#8230;<\/div>\n<\/div>\n<h3>ETFs<\/h3>\n<div class=\"row-fluid\">\n<div class=\"span6\">\n<table class=\"table table-bordered table-condensed\">\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=BANKBEES\" target=\"_blank\">BANKBEES<\/a><\/td>\n<td><span style=\"color: green\">+1.75%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=NIFTYBEES\" target=\"_blank\">NIFTYBEES<\/a><\/td>\n<td><span style=\"color: green\">+1.21%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=GOLDBEES\" target=\"_blank\">GOLDBEES<\/a><\/td>\n<td><span style=\"color: green\">+0.16%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=PSUBNKBEES\" target=\"_blank\">PSUBNKBEES<\/a><\/td>\n<td><span style=\"color: red\">-1.66%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=INFRABEES\" target=\"_blank\">INFRABEES<\/a><\/td>\n<td><span style=\"color: red\">-2.57%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/Equity?TICKER=JUNIORBEES\" target=\"_blank\">JUNIORBEES<\/a><\/td>\n<td><span style=\"color: red\">-3.64%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span6\">Mid\/small caps under-performed. Infra stocks continued to drag&#8230;<\/div>\n<\/div>\n<h3>Advancers and decliners<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1901751\" alt=\"advancers and decliners\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/adline2.2014-1-10.2014-1-17.png\" width=\"600\" height=\"400\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/adline2.2014-1-10.2014-1-17.png 600w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/adline2.2014-1-10.2014-1-17-300x200.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/adline2.2014-1-10.2014-1-17-450x300.png 450w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/p>\n<h3>Yield Curve<\/h3>\n<p><a href=\"http:\/\/stockviz.biz\/tag\/rates\/\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1901741\" alt=\"india yield curve\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/yieldCurve.2014-1-10.2014-1-17.png\" width=\"600\" height=\"400\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/yieldCurve.2014-1-10.2014-1-17.png 600w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/yieldCurve.2014-1-10.2014-1-17-300x200.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/yieldCurve.2014-1-10.2014-1-17-450x300.png 450w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<h3>Investment Theme Performance<\/h3>\n<div class=\"row-fluid\">\n<div class=\"span6\">\n<table class=\"table table-bordered table-condensed\">\n<tbody>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/04EA5378-8A3E-478E-A6AE-02BF173A14C8\" target=\"_blank\">Enterprise Yield<\/a><\/td>\n<td><span style=\"color: green\">+0.86%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/001DBEAE-12F9-436B-A36E-878B3253FC30\" target=\"_blank\">Market Elephants<\/a><\/td>\n<td><span style=\"color: green\">+0.52%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/B3E1E5E9-1246-4BD4-ADBF-0018559BD34A\" target=\"_blank\">Market Fliers<\/a><\/td>\n<td><span style=\"color: green\">+0.49%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/D6663194-A965-4262-84F6-BB553B0B8998\" target=\"_blank\">Momentum 200<\/a><\/td>\n<td><span style=\"color: green\">+0.37%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/4E4C54CB-FA44-4A73-B4E4-94E4AB646660\" target=\"_blank\">Balance-sheet Strength<\/a><\/td>\n<td><span style=\"color: green\">+0.12%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/2BE8E44F-D2C9-4F58-BD6E-9E2D3B37E1A6\" target=\"_blank\">ADAG Mania<\/a><\/td>\n<td><span style=\"color: red\">-0.15%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/09073462-370E-405F-BCD4-AA6CA719BB1C\" target=\"_blank\">Velocity*<\/a><\/td>\n<td><span style=\"color: red\">-0.90%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/DE672437-229E-4C0A-8B4F-15CC210EB4FC\" target=\"_blank\">Efficient Growth<\/a><\/td>\n<td><span style=\"color: red\">-1.08%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/5D0846CB-1D9C-494A-B303-552A4B45A4A1\" target=\"_blank\">Growth with Moat<\/a><\/td>\n<td><span style=\"color: red\">-1.10%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/633E7994-86CD-4A6B-84E7-88296BAA2D1A\" target=\"_blank\">Consistent10*<\/a><\/td>\n<td><span style=\"color: red\">-1.47%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/90BEDCEA-FF82-43E7-A20C-020CCB29E328\" target=\"_blank\">Magic Formula Investing<\/a><\/td>\n<td><span style=\"color: red\">-2.21%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/9EABD2F0-392A-4D89-A665-EF6576A7D471\" target=\"_blank\">Financial Strength Value<\/a><\/td>\n<td><span style=\"color: red\">-2.65%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/2DF79FD7-64F4-47F2-9F53-6B1ACE8012A3\" target=\"_blank\">Quality to Price<\/a><\/td>\n<td><span style=\"color: red\">-3.41%<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"http:\/\/stockviz.biz\/#\/theme\/equity\/9FD28ACC-7DA5-4CFE-8A5F-812ABF797E14\" target=\"_blank\">Long Term Equity*<\/a><\/td>\n<td><span style=\"color: red\">-4.58%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"span6\">Tough week for stock pikers &#8211; none of these strategies out-performed the Nifty&#8230;<\/div>\n<\/div>\n<p><small><em>*Contributed Themes<\/em><\/small><\/p>\n<h3>Sector Performance<\/h3>\n<p>Telecom stocks feeling the heat from Reliance Jio&#8230; Just when pricing power was threatening to return, the 800 pound gorilla decides to step into the rink&#8230;<\/p>\n<p><a href=\"http:\/\/stockviz.biz\/SectorPerformance\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1901731\" alt=\"weekly sector performance\" src=\"http:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/sectorperf.2014-1-10.2014-1-17.png\" width=\"800\" height=\"1000\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/sectorperf.2014-1-10.2014-1-17.png 800w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2014\/01\/sectorperf.2014-1-10.2014-1-17-240x300.png 240w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<h3>Thought for the weekend<\/h3>\n<blockquote><p>For an investor to both be right and make money:<\/p>\n<ul>\n<li>his view of what will happen in the future \u2013 and what should be done about it \u2013 has to be analytically correct a priori,<\/li>\n<li>the things he thinks will happen have to actually happen, and\n<\/li>\n<li>those things have to happen on schedule.\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>But in investing, it\u2019s hard to know what will happen and impossible to know when it will happen. Many things influence performance other than (a) investors\u2019 hard work and skill and (b) the market\u2019s dependable discounting of information about the future. Luck \u2013 randomness, or the occurrence of things beyond our knowledge and control \u2013 plays a huge part in outcomes. <\/p>\n<p>&nbsp;\n<\/p><\/blockquote>\n<p>Source: <a href=\"http:\/\/ify.valuewalk.com\/wp-content\/uploads\/2014\/01\/200205497-Howard-Marks-Memo-January-2014-Getting-Lucky.pdf\" target=\"_blank\">Getting Lucky (pdf)<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Nifty ended the week +1.46% (+2.43% in USD terms) largely driven by banks and IT. Index Performance Top winners and losers UPL +6.22% HCLTECH +6.27% HINDPETRO +7.29% RANBAXY -12.42% EXIDEIND -10.02% IDEA -6.33% A different story behind each of these stocks&#8230; ETFs BANKBEES +1.75% NIFTYBEES +1.21% GOLDBEES +0.16% PSUBNKBEES -1.66% INFRABEES -2.57% JUNIORBEES -3.64% &hellip; <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[987],"class_list":["post-1901701","post","type-post","status-publish","format-standard","hentry","category-your-money","tag-weekly","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1901701","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=1901701"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1901701\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=1901701"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=1901701"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=1901701"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}