{"id":2016441,"date":"2015-03-01T14:30:35","date_gmt":"2015-03-01T09:00:35","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2016441"},"modified":"2015-03-01T14:30:35","modified_gmt":"2015-03-01T09:00:35","slug":"monthly-recap-a-dozen-things-taught-by-warren-buffett","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/03\/01\/monthly-recap-a-dozen-things-taught-by-warren-buffett\/","title":{"rendered":"Monthly Recap: A Dozen Things Taught by Warren Buffett"},"content":{"rendered":"

\"world.2015-01-30.2015-02-28\"<\/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+6.61%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n+7.54%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n+2.92%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+6.36%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n+4.95%<\/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+3.04%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+8.10%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n+1.83%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n-6.16%<\/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+10.38%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+3.11%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n+0.41%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+6.75%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n+4.55%<\/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
Heating Oil<\/td>\n+15.87%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n+4.71%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n+1.65%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+4.03%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n+19.84%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+38.27%<\/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
Silver 5000oz<\/td>\n-4.07%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n+6.05%<\/span><\/td>\n<\/tr>\n
Copper<\/td>\n+7.54%<\/span><\/td>\n<\/tr>\n
Gold 100oz<\/td>\n-4.89%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n-3.99%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:+0.87% <\/span> USDJPY<\/a>:+1.87% <\/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+2.06%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n-0.30%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n+7.50%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n+2.56%<\/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+5.81%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+0.30%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n-0.05%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n-11.87%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n-0.01%<\/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 (Arabica)<\/td>\n-15.10%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n-13.76%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n-3.00%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n+6.99%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+0.07%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n+2.68%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n-2.39%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n+3.30%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n-4.76%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n-7.83%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n-1.67%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n+7.53%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n+6.62%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n+7.05%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n-6.49%<\/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
Index<\/th>\nChange<\/th>\n<\/tr>\n<\/thead>\n
Markit CDX EM<\/td>\n+0.80%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n-6.65%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n-12.04%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n-12.42%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n-8.36%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n-53.54%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n-4.43%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n-1.77%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n+0.03%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n-1.59%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nMost world markets ended in the green. The energy complex clocked in some impressive gains as well…\n<\/div>\n<\/div>\n

Nifty Heatmap<\/h3>\n

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

Index Returns<\/h3>\n

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

Sector Performance<\/h3>\n

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

Advance Decline<\/h3>\n

\"advance.decline.line2.2015-01-30.2015-02-28\"<\/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 (micro)<\/td>\n-0.87%<\/span><\/td>\n66\/66<\/td>\n<\/tr>\n
2<\/td>\n-3.59%<\/span><\/td>\n63\/68<\/td>\n<\/tr>\n
3<\/td>\n+3.03%<\/span><\/td>\n62\/70<\/td>\n<\/tr>\n
4<\/td>\n-1.24%<\/span><\/td>\n54\/77<\/td>\n<\/tr>\n
5<\/td>\n+1.86%<\/span><\/td>\n67\/65<\/td>\n<\/tr>\n
6<\/td>\n+1.88%<\/span><\/td>\n68\/64<\/td>\n<\/tr>\n
7<\/td>\n-0.26%<\/span><\/td>\n59\/72<\/td>\n<\/tr>\n
8<\/td>\n+3.20%<\/span><\/td>\n74\/58<\/td>\n<\/tr>\n
9<\/td>\n+1.42%<\/span><\/td>\n67\/65<\/td>\n<\/tr>\n
10 (mega)<\/td>\n-0.02%<\/span><\/td>\n66\/66<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nMid-caps caught a bid but large-caps were mostly in the red…\n<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
BHARATFORG<\/a><\/td>\n+21.26%<\/span><\/td>\n<\/tr>\n
JINDALSTEL<\/a><\/td>\n+23.38%<\/span><\/td>\n<\/tr>\n
SIEMENS<\/a><\/td>\n+28.31%<\/span><\/td>\n<\/tr>\n
UNIONBANK<\/a><\/td>\n-18.00%<\/span><\/td>\n<\/tr>\n
RCOM<\/a><\/td>\n-13.94%<\/span><\/td>\n<\/tr>\n
AUROPHARMA<\/a><\/td>\n-13.17%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nMake defense stuff in India…\n<\/div>\n<\/div>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
JUNIORBEES<\/a><\/td>\n+0.31%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n-0.04%<\/span><\/td>\n<\/tr>\n
CPSEETF<\/a><\/td>\n-0.36%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n-1.65%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n-1.76%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n-5.38%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n-6.40%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nNot takers for PSU banks and their bag of worries…\n<\/div>\n<\/div>\n

Yield Curve<\/h3>\n

\"yield<\/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+0.19<\/span><\/td>\n+0.55%<\/span><\/td>\n<\/tr>\n
GSEC SUB 1-3<\/td>\n+0.34<\/span><\/td>\n+0.01%<\/span><\/td>\n<\/tr>\n
GSEC SUB 3-8<\/td>\n+0.08<\/span><\/td>\n+0.09%<\/span><\/td>\n<\/tr>\n
GSEC SUB 8<\/td>\n-0.04<\/span><\/td>\n+0.07%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nA flat yield curve means you only get to clip the coupon…\n<\/div>\n<\/div>\n

Interbank lending rates<\/h3>\n

\"mibor.30days.2015-02-28\"<\/a><\/p>\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
Momentum 200<\/a><\/td>\n+6.53%<\/span><\/td>\n<\/tr>\n
IT 3rd Benchers<\/a><\/td>\n+5.60%<\/span><\/td>\n<\/tr>\n
Market Elephants<\/a><\/td>\n+5.50%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+4.57%<\/span><\/td>\n<\/tr>\n
The Other Value<\/a><\/td>\n+1.90%<\/span><\/td>\n<\/tr>\n
Growth with Moat<\/a><\/td>\n+1.58%<\/span><\/td>\n<\/tr>\n
Balance-sheet Strength<\/a><\/td>\n+1.33%<\/span><\/td>\n<\/tr>\n
Enterprise Yield<\/a><\/td>\n+1.04%<\/span><\/td>\n<\/tr>\n
Efficient Growth<\/a><\/td>\n+0.58%<\/span><\/td>\n<\/tr>\n
CNX 100 50-Day Tactical<\/a><\/td>\n+0.13%<\/span><\/td>\n<\/tr>\n
Auto <\/a><\/td>\n-0.90%<\/span><\/td>\n<\/tr>\n
Refract: PPFAS Long Term Value Fund<\/a><\/td>\n-0.93%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n-1.12%<\/span><\/td>\n<\/tr>\n
Market Fliers<\/a><\/td>\n-2.49%<\/span><\/td>\n<\/tr>\n
Magic Formula Investing<\/a><\/td>\n-3.52%<\/span><\/td>\n<\/tr>\n
Old Economy Value<\/a><\/td>\n-3.54%<\/span><\/td>\n<\/tr>\n
Piotroski ROC Small Caps<\/a><\/td>\n-4.69%<\/span><\/td>\n<\/tr>\n
ADAG Mania<\/a><\/td>\n-6.92%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nMomentum beat most of the value strategies out…\n<\/div>\n<\/div>\n

Equity Mutual Funds<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n
Best<\/th>\n<\/tr>\n<\/thead>\n
Franklin India Feeder – Franklin U.S. Opportunities Fund – Growth<\/a><\/td>\n+6.66%<\/span><\/td>\n<\/tr>\n
Reliance Japan Equity Fund- Growth Plan- Bonus Option<\/a><\/td>\n+6.38%<\/span><\/td>\n<\/tr>\n
Reliance Japan Equity Fund- Growth Plan- Growth Option<\/a><\/td>\n+6.38%<\/span><\/td>\n<\/tr>\n
Religare Invesco Pan European Equity Fund – Regular Plan – Growth Option<\/a><\/td>\n+6.31%<\/span><\/td>\n<\/tr>\n
Franklin India Feeder – Franklin European Growth Fund – Growth<\/a><\/td>\n+6.19%<\/span><\/td>\n<\/tr>\n
Religare Invesco Global Equity Income Fund – Regular Plan – Growth<\/a><\/td>\n+4.89%<\/span><\/td>\n<\/tr>\n
Mirae Asset Global Commodity Stocks – Growth Option<\/a><\/td>\n+4.86%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n
Worst<\/th>\n<\/tr>\n<\/thead>\n
Escorts Leading Sectors Fund – Growth Option<\/a><\/td>\n-2.07%<\/span><\/td>\n<\/tr>\n
HDFC Equity Fund – Growth Option<\/a><\/td>\n-2.08%<\/span><\/td>\n<\/tr>\n
Reliance Small Cap Fund – Growth Plan – Growth Option<\/a><\/td>\n-2.12%<\/span><\/td>\n<\/tr>\n
Principal Dividend Yield Fund-Growth Plan<\/a><\/td>\n-2.41%<\/span><\/td>\n<\/tr>\n
HSBC Progressive Themes Fund – Growth<\/a><\/td>\n-2.44%<\/span><\/td>\n<\/tr>\n
HSBC Midcap Equity Fund – Growth<\/a><\/td>\n-2.49%<\/span><\/td>\n<\/tr>\n
JM Core 11 Fund – Growth option<\/a><\/td>\n-3.03%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Bond Mutual Funds<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n\n
Best<\/th>\n<\/tr>\n<\/thead>\n
Taurus Dynamic Income Fund – Growth Option<\/a><\/td>\n+0.71%<\/span><\/td>\n<\/tr>\n
L&T Gilt Fund-Growth<\/a><\/td>\n+0.71%<\/span><\/td>\n<\/tr>\n
Franklin India Dynamic Accrual Fund-Growth<\/a><\/td>\n+0.59%<\/span><\/td>\n<\/tr>\n
SBI MAGNUM GILT FUND – LONG TERM – REGULAR PLAN – GROWTH<\/a><\/td>\n+0.58%<\/span><\/td>\n<\/tr>\n
JPMorgan India Corporate Debt Opportunities Fund – Regular Plan – Growth Option<\/a><\/td>\n+0.56%<\/span><\/td>\n<\/tr>\n
Franklin India Income Builder Account-Growth<\/a><\/td>\n+0.52%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer Credit Opportunities Fund -Plan B-Growth Option<\/a><\/td>\n+0.52%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\n\n\n\n\n\n\n\n\n\n\n\n
Worst<\/th>\n<\/tr>\n<\/thead>\n
BARODA PIONEER INCOME FUND – Plan A – Growth Option<\/a><\/td>\n+0.20%<\/span><\/td>\n<\/tr>\n
Axis Income Fund – Growth Option<\/a><\/td>\n+0.17%<\/span><\/td>\n<\/tr>\n
Reliance Income Fund – Growth Plan Growth Option<\/a><\/td>\n+0.16%<\/span><\/td>\n<\/tr>\n
L&T Triple Ace Bond Fund-Growth Plan<\/a><\/td>\n+0.07%<\/span><\/td>\n<\/tr>\n
HDFC Inflation Indexed Bond Fund – Regular Growth<\/a><\/td>\n-0.60%<\/span><\/td>\n<\/tr>\n
DWS Inflation Indexed Bond Fund- Regular Plan- Growth<\/a><\/td>\n-0.86%<\/span><\/td>\n<\/tr>\n
SBI INFLATION INDEXED BOND FUND – REGULAR PLAN – GROWTH<\/a><\/td>\n-1.18%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Thoughts to sum up the month<\/h3>\n

A business with terrific economics can be a bad investment if it is bought for too high a price. In other words, a sound investment can morph into a rash speculation if it is bought at an elevated price.<\/p>\n

Source: A Dozen Things Taught by Warren Buffett in his 50th Anniversary Letter that will Benefit Ordinary Investors<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) +6.61% CAC(FRA) +7.54% UKX(GBR) +2.92% NKY(JPN) +6.36% SPX(USA) +4.95% MINTs JCI(IDN) +3.04% INMEX(MEX) +8.10% NGSEINDX(NGA) +1.83% XU030(TUR) -6.16% BRICS IBOV(BRA) +10.38% SHCOMP(CHN) +3.11% NIFTY(IND) +0.41% INDEXCF(RUS) +6.75% TOP40(ZAF) +4.55% Commodities Energy Heating Oil +15.87% Ethanol +4.71% Natural Gas +1.65% WTI Crude Oil +4.03% Brent Crude Oil +19.84% RBOB Gasoline +38.27% Metals Silver … <\/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-2016441","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\/2016441","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=2016441"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2016441\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2016441"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2016441"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2016441"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}