{"id":1994201,"date":"2014-06-18T12:57:40","date_gmt":"2014-06-18T07:27:40","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=1994201"},"modified":"2014-09-09T12:01:54","modified_gmt":"2014-09-09T06:31:54","slug":"investment-theme-performance-roundup-3","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2014\/06\/18\/investment-theme-performance-roundup-3\/","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 YOUR THEMES PERFORMED?<\/h3>\n
    \n
    \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Theme<\/th>\nCommencement<\/th>\nPerformance<\/th>\nNIFTYBEES Performance<\/th>\nJUNIORBEES Performance<\/th>\n<\/tr>\n<\/thead>\n
    Market Fliers<\/a><\/td>\n\n
    2013-Oct-28<\/div>\n<\/td>\n
    		\n
    64.79%<\/div>\n<\/td>\n
    		\n
    24.5%<\/div>\n<\/td>\n
    		\n
    35.1%<\/div>\n<\/td>\n<\/tr>\n
    Magic Formula Investing<\/a><\/td>\n\n
    2013-Aug-19<\/div>\n<\/td>\n
    		\n
    68.67%<\/div>\n<\/td>\n
    		\n
    39.89%<\/div>\n<\/td>\n
    		\n
    48.38%<\/div>\n<\/td>\n<\/tr>\n
    Enterprise Yield<\/a><\/td>\n\n
    2013-Sep-16<\/div>\n<\/td>\n
    		\n
    49.51%<\/div>\n<\/td>\n
    		\n
    30.24%<\/div>\n<\/td>\n
    		\n
    46.46%<\/div>\n<\/td>\n<\/tr>\n
    Pharma 10<\/a><\/td>\n\n
    2013-Jul-17<\/div>\n<\/td>\n
    		\n
    8.36%<\/div>\n<\/td>\n
    		\n
    27.88%<\/div>\n<\/td>\n
    		\n
    35.85%<\/div>\n<\/td>\n<\/tr>\n
    Pharma Growth<\/a><\/td>\n\n
    2013-Jul-17<\/div>\n<\/td>\n
    		\n
    13.01%<\/div>\n<\/td>\n
    		\n
    27.88%<\/div>\n<\/td>\n
    		\n
    35.85%<\/div>\n<\/td>\n<\/tr>\n
    Private Banks<\/a><\/td>\n\n
    2013-Jul-15<\/div>\n<\/td>\n
    		\n
    28.82%<\/div>\n<\/td>\n
    		\n
    26.61%<\/div>\n<\/td>\n
    		\n
    33.45%<\/div>\n<\/td>\n<\/tr>\n
    Quality to Price<\/a><\/td>\n\n
    2013-Aug-28<\/div>\n<\/td>\n
    		\n
    132.47%<\/div>\n<\/td>\n
    		\n
    43.5%<\/div>\n<\/td>\n
    		\n
    54.91%<\/div>\n<\/td>\n<\/tr>\n
    Gold and Jewellery<\/a><\/td>\n\n
    2013-Jul-15<\/div>\n<\/td>\n
    		\n
    -0.34%<\/div>\n<\/td>\n
    		\n
    26.61%<\/div>\n<\/td>\n
    		\n
    33.45%<\/div>\n<\/td>\n<\/tr>\n
    Alcohol and Tobacco<\/a><\/td>\n\n
    2013-Jul-25<\/div>\n<\/td>\n
    		\n
    8.84%<\/div>\n<\/td>\n
    		\n
    29.05%<\/div>\n<\/td>\n
    		\n
    38.35%<\/div>\n<\/td>\n<\/tr>\n
    Industrial Value<\/a><\/td>\n\n
    2014-Jun-02<\/div>\n<\/td>\n
    		\n
    13.57%<\/div>\n<\/td>\n
    		\n
    4.27%<\/div>\n<\/td>\n
    		\n
    1.36%<\/div>\n<\/td>\n<\/tr>\n
    Market Elephants<\/a><\/td>\n\n
    2013-Sep-02<\/div>\n<\/td>\n
    		\n
    28.51%<\/div>\n<\/td>\n
    		\n
    37.15%<\/div>\n<\/td>\n
    		\n
    49.96%<\/div>\n<\/td>\n<\/tr>\n
    Balance-sheet Strength<\/a><\/td>\n\n
    2013-Sep-11<\/div>\n<\/td>\n
    		\n
    93%<\/div>\n<\/td>\n
    		\n
    28.88%<\/div>\n<\/td>\n
    		\n
    45.66%<\/div>\n<\/td>\n<\/tr>\n
    For-Profit Education<\/a><\/td>\n\n
    2013-Jul-25<\/div>\n<\/td>\n
    		\n
    81.33%<\/div>\n<\/td>\n
    		\n
    29.05%<\/div>\n<\/td>\n
    		\n
    38.35%<\/div>\n<\/td>\n<\/tr>\n
    Momentum 200<\/a><\/td>\n\n
    2013-Aug-19<\/div>\n<\/td>\n
    		\n
    42.34%<\/div>\n<\/td>\n
    		\n
    39.89%<\/div>\n<\/td>\n
    		\n
    48.38%<\/div>\n<\/td>\n<\/tr>\n
    Financial Strength Value<\/a><\/td>\n\n
    2013-Sep-13<\/div>\n<\/td>\n
    		\n
    56.54%<\/div>\n<\/td>\n
    		\n
    30.06%<\/div>\n<\/td>\n
    		\n
    45.69%<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

    Detail of draw-downs can be found here<\/a>.<\/p>\n

    Performance Charts<\/h3>\n

    \"Gold<\/a><\/p>\n

    \"Private<\/a><\/p>\n

    \"Quality<\/a><\/p>\n

    \"Enterprise<\/a><\/p>\n

    \"Magic<\/a><\/p>\n

    \"Pharma<\/a><\/p>\n

    \"Pharma<\/a><\/p>\n

    \"Market<\/a><\/p>\n

    \"Financial<\/a><\/p>\n

    \"Momentum<\/a><\/p>\n

    \"Balance-sheet<\/a><\/p>\n

    \"For-Profit<\/a><\/p>\n

    \"Industrial<\/a><\/p>\n

    \"Market<\/a><\/p>\n

    \"Alcohol<\/a><\/p>\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":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471,9],"tags":[960,2541],"class_list":["post-1994201","post","type-post","status-publish","format-standard","hentry","category-investing-insight","category-your-money","tag-returns","tag-theme","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1994201","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=1994201"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/1994201\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=1994201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=1994201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=1994201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}