{"id":1929161,"date":"2014-02-27T12:42:36","date_gmt":"2014-02-27T07:12:36","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=1929161"},"modified":"2014-03-18T15:23:02","modified_gmt":"2014-03-18T09:53:02","slug":"investment-theme-performance-roundup","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2014\/02\/27\/investment-theme-performance-roundup\/","title":{"rendered":"Investment Theme Performance Roundup"},"content":{"rendered":"

What is a “Theme”?<\/h3>\n

A StockViz Investment Theme is a portfolio of stocks that follows a particular strategy. It is a convenient way for you to:<\/p>\n

    \n
  1. stick to a strategy<\/li>\n
  2. follow a preset rebalancing schedule<\/li>\n
  3. think in terms of your portfolio strategy rather than individual stocks<\/li>\n
  4. avoid common behavioral pitfalls<\/li>\n
  5. systematically track your P&L and strategy performance<\/li>\n<\/ol>\n

    What is an investment strategy?<\/h3>\n

    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..<\/p>\n

    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.<\/p>\n

    How have Investment Themes performed?<\/h3>\n

    Splendidly. Here’s a roundup:<\/p>\n

    \n
    \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Theme<\/th>\nInception Date<\/th>\nReturns (%)<\/th>\nAnnualized Returns(%)<\/th>\n<\/tr>\n<\/thead>\n
    Quality to Price<\/a><\/td>\n2013-08-28<\/span><\/td>\n57.99<\/span><\/td>\n116.31<\/span><\/td>\n<\/tr>\n
    Balance-sheet Strength<\/a><\/td>\n2013-09-11<\/span><\/td>\n41.75<\/span><\/td>\n90.7<\/span><\/td>\n<\/tr>\n
    Growth with Moat<\/a><\/td>\n2013-08-05<\/span><\/td>\n22.2<\/span><\/td>\n39.54<\/span><\/td>\n<\/tr>\n
    Financial Strength Value<\/a><\/td>\n2013-09-13<\/span><\/td>\n21.72<\/span><\/td>\n47.76<\/span><\/td>\n<\/tr>\n
    IT 3rd Benchers<\/a><\/td>\n2013-11-06<\/span><\/td>\n18.95<\/span><\/td>\n61.77<\/span><\/td>\n<\/tr>\n
    Velocity<\/a><\/td>\n2013-11-12<\/span><\/td>\n18.21<\/span><\/td>\n62.73<\/span><\/td>\n<\/tr>\n
    Momentum 200<\/a><\/td>\n2013-08-19<\/span><\/td>\n17.39<\/span><\/td>\n33.23<\/span><\/td>\n<\/tr>\n
    Market Elephants<\/a><\/td>\n2013-09-02<\/span><\/td>\n15.32<\/span><\/td>\n31.61<\/span><\/td>\n<\/tr>\n
    Magic Formula Investing<\/a><\/td>\n2013-08-19<\/span><\/td>\n15.06<\/span><\/td>\n28.78<\/span><\/td>\n<\/tr>\n
    Efficient Growth<\/a><\/td>\n2013-08-05<\/span><\/td>\n11.19<\/span><\/td>\n19.93<\/span><\/td>\n<\/tr>\n
    Enterprise Yield<\/a><\/td>\n2013-09-16<\/span><\/td>\n10.27<\/span><\/td>\n23.01<\/span><\/td>\n<\/tr>\n
    Consistent10<\/a><\/td>\n2013-11-18<\/span><\/td>\n9.82<\/span><\/td>\n35.87<\/span><\/td>\n<\/tr>\n
    Long Term Equity<\/a><\/td>\n2013-11-18<\/span><\/td>\n7.81<\/span><\/td>\n28.5<\/span><\/td>\n<\/tr>\n
    ADAG Mania<\/a><\/td>\n2013-07-25<\/span><\/td>\n4.44<\/span><\/td>\n7.51<\/span><\/td>\n<\/tr>\n
    Market Fliers<\/a><\/td>\n2013-10-28<\/span><\/td>\n-6.67<\/span><\/td>\n-20.12<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

    What should I do next?<\/h3>\n

    You should open a demat account<\/a> with StockViz and invest through our Themes.<\/p>\n","protected":false},"excerpt":{"rendered":"

    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 … <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[2541],"class_list":["post-1929161","post","type-post","status-publish","format-standard","hentry","category-your-money","tag-theme","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1929161","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=1929161"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1929161\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=1929161"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=1929161"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=1929161"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}