{"id":1990641,"date":"2014-05-11T10:43:52","date_gmt":"2014-05-11T05:13:52","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=1990641"},"modified":"2014-09-09T12:05:12","modified_gmt":"2014-09-09T06:35:12","slug":"investment-theme-performance-roundup-2","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2014\/05\/11\/investment-theme-performance-roundup-2\/","title":{"rendered":"Investment Theme Performance Roundup"},"content":{"rendered":"

WHAT IS A “THEME\u201d”?<\/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

    We also have themes based on what other brokers have recommended at different points in time.<\/p>\n

    By mapping specific Themes to your account, you ensure that you stay pure to your strategy allocation. And that there is no \u201cflying by the seat of your pants\u201d investing.<\/p>\n

    How have your themes performed?<\/h3>\n

    Since March 3rd this year, here’s how they have performed:<\/p>\n

    \n
    \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Market Fliers<\/a><\/td>\n+30.09%<\/span><\/td>\n<\/tr>\n
    Magic Formula Investing<\/a><\/td>\n+22.28%<\/span><\/td>\n<\/tr>\n
    Quality to Price<\/a><\/td>\n+21.37%<\/span><\/td>\n<\/tr>\n
    Enterprise Yield<\/a><\/td>\n+16.91%<\/span><\/td>\n<\/tr>\n
    Financial Strength Value<\/a><\/td>\n+14.66%<\/span><\/td>\n<\/tr>\n
    Balance-sheet Strength<\/a><\/td>\n+14.28%<\/span><\/td>\n<\/tr>\n
    Long Term Equity*<\/a><\/td>\n+8.87%<\/span><\/td>\n<\/tr>\n
    Consistent10*<\/a><\/td>\n+6.66%<\/span><\/td>\n<\/tr>\n
    Growth with Moat<\/a><\/td>\n+5.98%<\/span><\/td>\n<\/tr>\n
    Market Elephants<\/a><\/td>\n+3.28%<\/span><\/td>\n<\/tr>\n
    Momentum 200<\/a><\/td>\n+2.35%<\/span><\/td>\n<\/tr>\n
    Efficient Growth<\/a><\/td>\n+1.65%<\/span><\/td>\n<\/tr>\n
    IT 3rd Benchers<\/a><\/td>\n-3.51%<\/span><\/td>\n<\/tr>\n
    Velocity*<\/a><\/td>\n-6.77%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
    It was a time when both high-beta and value performed nicely. Velocity, one of our momentum themes, got walloped because it was tech and pharma heavy.<\/div>\n<\/div>\n

    Previous performance roundup can be found here<\/a>.<\/p>\n

    How have other brokers performend?<\/h3>\n

    Since March 3rd this year, here’s how they have performed:<\/p>\n

    \n
    \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Ashwani Gujral’s Top 5 Picks – Nov 2013<\/a><\/td>\n+37.63%<\/span><\/td>\n<\/tr>\n
    CS Midcap 28-Aug-2013<\/a><\/td>\n+27.53%<\/span><\/td>\n<\/tr>\n
    UBS Top 9 Dec-2013<\/a><\/td>\n+23.89%<\/span><\/td>\n<\/tr>\n
    Morgan Stanley’s Strong Election Picks Dec-2013<\/a><\/td>\n+23.23%<\/span><\/td>\n<\/tr>\n
    Globe’s Diwali Picks – 2013<\/a><\/td>\n+22.28%<\/span><\/td>\n<\/tr>\n
    Dolat Capital’s 10 Hidden Gems 2014-02<\/a><\/td>\n+21.25%<\/span><\/td>\n<\/tr>\n
    Emkay’s Picks Nov-2013<\/a><\/td>\n+18.43%<\/span><\/td>\n<\/tr>\n
    Mitesh Thacker’s Top 10 Midcap Pics Jan-2014<\/a><\/td>\n+16.57%<\/span><\/td>\n<\/tr>\n
    Merrill Lynch Top 10 For 2014<\/a><\/td>\n+15.73%<\/span><\/td>\n<\/tr>\n
    Espirito Santo “Silver Bullets” Dec-2013<\/a><\/td>\n+15.47%<\/span><\/td>\n<\/tr>\n
    SMC 10 Stocks for 2014<\/a><\/td>\n+15.44%<\/span><\/td>\n<\/tr>\n
    Prabhudas Lilladher Midcap 10-Sept-2013<\/a><\/td>\n+14.55%<\/span><\/td>\n<\/tr>\n
    ET Analyst Midcap Mix: 5 for 30% – Jan 21, 2014<\/a><\/td>\n+13.59%<\/span><\/td>\n<\/tr>\n
    Microsec’s Diwali picks – 2013<\/a><\/td>\n+13.00%<\/span><\/td>\n<\/tr>\n
    IIFL Mid-caps for 2014<\/a><\/td>\n+12.27%<\/span><\/td>\n<\/tr>\n
    Betting on Bharat October-2013<\/a><\/td>\n+11.94%<\/span><\/td>\n<\/tr>\n
    Kotak Securities’ Diwali picks – 2013<\/a><\/td>\n+11.93%<\/span><\/td>\n<\/tr>\n
    DB Rupee Depreciation 3-Sept-2013<\/a><\/td>\n+10.67%<\/span><\/td>\n<\/tr>\n
    Sharekhan’s Top Picks Nov-2013<\/a><\/td>\n+9.92%<\/span><\/td>\n<\/tr>\n
    Prabhudas Lilladher Largecap 13-Sept-2013<\/a><\/td>\n+9.52%<\/span><\/td>\n<\/tr>\n
    Prabhudas Lilladher’ Diwali picks – 2013<\/a><\/td>\n+8.17%<\/span><\/td>\n<\/tr>\n
    Religare 4 for 2014<\/a><\/td>\n+2.56%<\/span><\/td>\n<\/tr>\n
    Morgan Stanley’s Fragmented Election Picks Dec-2013<\/a><\/td>\n-0.72%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

    What if I had just invested in ETFs?<\/h3>\n
    \n
    \n\n\n\n\n\n\n\n\n
    PSUBNKBEES<\/a><\/td>\n+41.41%<\/span><\/td>\n<\/tr>\n
    BANKBEES<\/a><\/td>\n+28.06%<\/span><\/td>\n<\/tr>\n
    INFRABEES<\/a><\/td>\n+23.61%<\/span><\/td>\n<\/tr>\n
    JUNIORBEES<\/a><\/td>\n+13.08%<\/span><\/td>\n<\/tr>\n
    NIFTYBEES<\/a><\/td>\n+10.07%<\/span><\/td>\n<\/tr>\n
    GOLDBEES<\/a><\/td>\n-3.42%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
    PSU banks – you can hate them all you want, but this was one heck of a recovery trade. What is surprising is that most themes ended up beating the Nifty and the Jr. Nifty ETFs.<\/div>\n<\/div>\n

    WHAT SHOULD I DO NEXT?<\/h3>\n

    You should open a\u00a0demat account<\/a>\u00a0with StockViz and invest through our Themes.<\/p>\n","protected":false},"excerpt":{"rendered":"

    WHAT IS A “THEME\u201d”? 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":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471,9],"tags":[2541],"class_list":["post-1990641","post","type-post","status-publish","format-standard","hentry","category-investing-insight","category-your-money","tag-theme","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1990641","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=1990641"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1990641\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=1990641"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=1990641"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=1990641"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}