{"id":2011951,"date":"2015-01-03T13:17:22","date_gmt":"2015-01-03T07:47:22","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2011951"},"modified":"2015-01-03T13:17:22","modified_gmt":"2015-01-03T07:47:22","slug":"monthly-recap-desires-aspirations","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/01\/03\/monthly-recap-desires-aspirations\/","title":{"rendered":"Monthly Recap: Desires > Aspirations"},"content":{"rendered":"

\"world.2014-11-28.2014-12-31\"<\/a><\/p>\n

Equities<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n
Major<\/th>\n<\/tr>\n<\/thead>\n
DAX(DEU)<\/a><\/td>\n-2.17%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n-3.14%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n-2.60%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n-0.05%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n-0.45%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n
MINTs<\/th>\n<\/tr>\n<\/thead>\n
JCI(IDN)<\/a><\/td>\n+1.80%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n-5.54%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n+0.33%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n-0.93%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
BRICS<\/th>\n<\/tr>\n<\/thead>\n
IBOV(BRA)<\/a><\/td>\n-11.79%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+20.57%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n-2.24%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n-8.94%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n-1.15%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
\n
\n
\n

Commodities<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n
Energy<\/th>\n<\/tr>\n<\/thead>\n
Ethanol<\/td>\n-21.95%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n-20.57%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n-21.45%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n-19.32%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n-27.91%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n-24.60%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
Metals<\/th>\n<\/tr>\n<\/thead>\n
Copper<\/td>\n-1.05%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n+0.32%<\/span><\/td>\n<\/tr>\n
Gold 100oz<\/td>\n+1.75%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n-1.43%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n+1.95%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:+3.62% <\/span> USDJPY<\/a>:+1.55% <\/span><\/p>\n

\n
\n\n\n\n\n\n\n\n\n
MINTs<\/th>\n<\/tr>\n<\/thead>\n
USDIDR(IDN)<\/a><\/td>\n+2.78%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+6.70%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n+2.44%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n+5.62%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n
BRICS<\/th>\n<\/tr>\n<\/thead>\n
USDBRL(BRA)<\/a><\/td>\n+4.93%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+1.02%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n+2.04%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n+18.77%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n+5.51%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Agricultural<\/th>\n<\/tr>\n<\/thead>\n
Coffee (Robusta)<\/td>\n-12.45%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n+0.82%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n-1.26%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n-8.60%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n+0.26%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n-6.78%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n-1.69%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n+4.84%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n-3.12%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n-3.24%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n-8.73%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n+3.43%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n-14.03%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n-3.09%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n-9.28%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Credit Indices<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Index<\/th>\nChange<\/th>\n<\/tr>\n<\/thead>\n
Markit CDX EM<\/td>\n-2.46%<\/span><\/td>\n<\/tr>\n
Markit CDX NA HY<\/td>\n-1.07%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n+5.22%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n+1.76%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n+1.01%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n+2.30%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n+10.27%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n+2.28%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n-1.51%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n-0.49%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n+5.27%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nThe dollar rallied, oil collapsed, credit spreads widened and the sag in coffee kept punters awake.
\nRussia and Brazil were the worst performing markets. From Brics to Rics to Ics…\n<\/div>\n<\/div>\n

Index Returns<\/h3>\n

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

Advance Decline<\/h3>\n

\"advance.decline.line2.2014-11-28.2014-12-31\"<\/a><\/p>\n

Market Cap Decile Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Decile<\/th>\nMkt. Cap.<\/th>\nAdv\/Decl<\/th>\n<\/tr>\n<\/thead>\n
1 (small)<\/td>\n-9.85%<\/span><\/td>\n66\/73<\/td>\n<\/tr>\n
2<\/td>\n-5.19%<\/span><\/td>\n58\/82<\/td>\n<\/tr>\n
3<\/td>\n-4.45%<\/span><\/td>\n65\/75<\/td>\n<\/tr>\n
4<\/td>\n-2.74%<\/span><\/td>\n66\/73<\/td>\n<\/tr>\n
5<\/td>\n-3.71%<\/span><\/td>\n61\/79<\/td>\n<\/tr>\n
6<\/td>\n-3.54%<\/span><\/td>\n72\/68<\/td>\n<\/tr>\n
7<\/td>\n-1.31%<\/span><\/td>\n65\/75<\/td>\n<\/tr>\n
8<\/td>\n-1.14%<\/span><\/td>\n74\/66<\/td>\n<\/tr>\n
9<\/td>\n+0.52%<\/span><\/td>\n74\/66<\/td>\n<\/tr>\n
10 (mega)<\/td>\n-2.85%<\/span><\/td>\n73\/67<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nDecember was brutal, especially for small and mid caps…\n<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
UNIONBANK<\/a><\/td>\n+11.22%<\/span><\/td>\n<\/tr>\n
INFRATEL<\/a><\/td>\n+12.24%<\/span><\/td>\n<\/tr>\n
BAJAJFINSV<\/a><\/td>\n+13.65%<\/span><\/td>\n<\/tr>\n
RCOM<\/a><\/td>\n-22.24%<\/span><\/td>\n<\/tr>\n
TATASTEEL<\/a><\/td>\n-15.62%<\/span><\/td>\n<\/tr>\n
BPCL<\/a><\/td>\n-13.43%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nRCOM vs. Infratel, enuf said.\n<\/div>\n<\/div>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
BANKBEES<\/a><\/td>\n+1.51%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n+0.87%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n+0.24%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n+0.08%<\/span><\/td>\n<\/tr>\n
CPSEETF<\/a><\/td>\n-2.57%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n-3.51%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n-7.45%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nBanks survived…\n<\/div>\n<\/div>\n

Yield Curve<\/h3>\n

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

Interbank Lending<\/h3>\n

\"mibor.30days.2014-12-31\"<\/a><\/p>\n

Bond Indices<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
Sub Index<\/th>\nChange in YTM<\/th>\nTotal Return(%)<\/th>\n<\/tr>\n<\/thead>\n
GSEC TB<\/td>\n-0.16<\/span><\/td>\n+0.77%<\/span><\/td>\n<\/tr>\n
GSEC SUB 1-3<\/td>\n+0.23<\/span><\/td>\n+1.09%<\/span><\/td>\n<\/tr>\n
GSEC SUB 3-8<\/td>\n-0.22<\/span><\/td>\n+1.65%<\/span><\/td>\n<\/tr>\n
GSEC SUB 8<\/td>\n-0.32<\/span><\/td>\n+2.72%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n#winning\n<\/div>\n<\/div>\n

Investment Theme Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Growth with Moat<\/a><\/td>\n+7.67%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+5.18%<\/span><\/td>\n<\/tr>\n
Momentum 200<\/a><\/td>\n+3.63%<\/span><\/td>\n<\/tr>\n
Refract: PPFAS Long Term Value Fund<\/a><\/td>\n+3.18%<\/span><\/td>\n<\/tr>\n
Efficient Growth<\/a><\/td>\n+1.93%<\/span><\/td>\n<\/tr>\n
Balance-sheet Strength<\/a><\/td>\n+1.37%<\/span><\/td>\n<\/tr>\n
The Other Value<\/a><\/td>\n+0.71%<\/span><\/td>\n<\/tr>\n
Market Fliers<\/a><\/td>\n+0.50%<\/span><\/td>\n<\/tr>\n
Momentum Long-Short<\/a><\/td>\n+0.00%<\/span><\/td>\n<\/tr>\n
Industrial Value<\/a><\/td>\n-0.75%<\/span><\/td>\n<\/tr>\n
Piotroski ROC Small Caps<\/a><\/td>\n-0.78%<\/span><\/td>\n<\/tr>\n
Magic Formula Investing<\/a><\/td>\n-1.97%<\/span><\/td>\n<\/tr>\n
Old Economy Value<\/a><\/td>\n-2.15%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n-2.23%<\/span><\/td>\n<\/tr>\n
Market Elephants<\/a><\/td>\n-2.32%<\/span><\/td>\n<\/tr>\n
IT 3rd Benchers<\/a><\/td>\n-2.36%<\/span><\/td>\n<\/tr>\n
Auto <\/a><\/td>\n-3.29%<\/span><\/td>\n<\/tr>\n
CNX 100 50-Day Tactical<\/a><\/td>\n-3.76%<\/span><\/td>\n<\/tr>\n
Enterprise Yield<\/a><\/td>\n-5.14%<\/span><\/td>\n<\/tr>\n
ADAG Mania<\/a><\/td>\n-12.28%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nA mixed bag…\n<\/div>\n<\/div>\n

Thought to sum up the month<\/h3>\n
\nWhen our aspirations conflict with our desires, our desires often win out. How do we stick to our long-term goals? <\/p>\n

Make them easy and automatic, make them a matter of habit, and make them fun.\n<\/p><\/div>\n

Source: How to Keep Your New Year’s Resolutions<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) -2.17% CAC(FRA) -3.14% UKX(GBR) -2.60% NKY(JPN) -0.05% SPX(USA) -0.45% MINTs JCI(IDN) +1.80% INMEX(MEX) -5.54% NGSEINDX(NGA) +0.33% XU030(TUR) -0.93% BRICS IBOV(BRA) -11.79% SHCOMP(CHN) +20.57% NIFTY(IND) -2.24% INDEXCF(RUS) -8.94% TOP40(ZAF) -1.15% Commodities Energy Ethanol -21.95% Brent Crude Oil -20.57% WTI Crude Oil -21.45% Heating Oil -19.32% Natural Gas -27.91% RBOB Gasoline -24.60% Metals Copper … <\/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":[1881],"class_list":["post-2011951","post","type-post","status-publish","format-standard","hentry","category-your-money","tag-monthly","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2011951","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=2011951"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2011951\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2011951"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2011951"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2011951"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}