{"id":2011791,"date":"2015-01-01T19:36:38","date_gmt":"2015-01-01T14:06:38","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2011791"},"modified":"2015-01-01T19:36:38","modified_gmt":"2015-01-01T14:06:38","slug":"strategies-rocked-2014","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/01\/01\/strategies-rocked-2014\/","title":{"rendered":"Strategies that rocked in 2014"},"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 \u201cflying by the seat of your pants\u201d investing.<\/p>\n

    HOW HAVE YOUR THEMES PERFORMED?<\/h3>\n

    We started 2014 with eight investment strategies. Here is how they performed:<\/p>\n

    \n
    \n\n\n\n\n\n\n\n\n\n
    Momentum 200<\/a><\/td>\n+90.30%<\/span><\/td>\n<\/tr>\n
    Balance-sheet Strength<\/a><\/td>\n+83.23%<\/span><\/td>\n<\/tr>\n
    Financial Strength Value<\/a><\/td>\n+79.53%<\/span><\/td>\n<\/tr>\n
    Magic Formula Investing<\/a><\/td>\n+75.54%<\/span><\/td>\n<\/tr>\n
    Quality to Price<\/a><\/td>\n+69.65%<\/span><\/td>\n<\/tr>\n
    Market Elephants<\/a><\/td>\n+44.69%<\/span><\/td>\n<\/tr>\n
    Enterprise Yield<\/a><\/td>\n+43.54%<\/span><\/td>\n<\/tr>\n
    Market Fliers<\/a><\/td>\n+32.68%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
    \nIt was one of those rare years when both momentum and value performed at the same time. The Modi-rally coincided nicely with the bottoming of the cycle.\n<\/div>\n<\/div>\n

    Passive buy-and-hold<\/h3>\n

    Implementing a strategy involves churn. For die-hard fans of the passive buy-and-hold clan, here’s how 2014 looked like:<\/p>\n

    \n
    \n\n\n\n\n\n\n\n
    PSUBNKBEES<\/a><\/td>\n+71.37%<\/span><\/td>\n<\/tr>\n
    BANKBEES<\/a><\/td>\n+64.94%<\/span><\/td>\n<\/tr>\n
    JUNIORBEES<\/a><\/td>\n+43.70%<\/span><\/td>\n<\/tr>\n
    NIFTYBEES<\/a><\/td>\n+31.57%<\/span><\/td>\n<\/tr>\n
    INFRABEES<\/a><\/td>\n+25.83%<\/span><\/td>\n<\/tr>\n
    GOLDBEES<\/a><\/td>\n-9.32%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
    \nGold was a money loser and public-sector banks, in spite of all the bad loans and scams, out-performed the rest of the market by a mile.\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":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471,9],"tags":[2541],"class_list":["post-2011791","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\/2011791","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=2011791"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2011791\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2011791"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2011791"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2011791"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}