{"id":2021601,"date":"2015-05-02T11:28:51","date_gmt":"2015-05-02T05:58:51","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2021601"},"modified":"2015-05-02T11:28:52","modified_gmt":"2015-05-02T05:58:52","slug":"monthly-recap-good-investing-hurts","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/05\/02\/monthly-recap-good-investing-hurts\/","title":{"rendered":"Monthly Recap: Good investing hurts"},"content":{"rendered":"

\"world.2015-03-31.2015-04-30\"<\/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-4.28%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n+0.26%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n+3.14%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+1.69%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n+1.41%<\/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-7.83%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+1.82%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n+9.31%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n+3.34%<\/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+9.54%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+18.51%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n-3.65%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+3.82%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n+4.73%<\/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
WTI Crude Oil<\/td>\n+23.33%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n+7.84%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n+15.86%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+14.75%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n+19.90%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n+4.57%<\/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+6.91%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n+5.40%<\/span><\/td>\n<\/tr>\n
Gold 100oz<\/td>\n-0.37%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n-3.01%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n-0.82%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:-4.08% <\/span> USDJPY<\/a>:+0.18% <\/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-0.96%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+1.88%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n-0.62%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n+4.23%<\/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-6.36%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+0.06%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n+1.48%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n-10.79%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n-0.61%<\/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
Cocoa<\/td>\n+4.00%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n-0.94%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n+1.94%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n+4.63%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n-3.44%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n-4.25%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+22.47%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n-8.52%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n-8.61%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n-0.44%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n+7.58%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n-2.02%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n-8.19%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n-7.48%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n+4.89%<\/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+3.58%<\/span><\/td>\n<\/tr>\n
Markit CDX NA HY<\/td>\n-0.55%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n-2.44%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n+7.09%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n+6.74%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n+9.57%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n+1.39%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n-3.23%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n+2.17%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n-0.11%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n+1.70%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nBoth the NIFTY and the rupee put in performances that they sooner forget. Stretched evaluations met a tepid earnings season and retroactive tax demands on FIIs. May will see more firms coming out earnings and we expect the markets to remain choppy.\n<\/div>\n<\/div>\n

Nifty Heatmap<\/h3>\n

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

Index Returns<\/h3>\n

For a deeper dive into indices, check out our weekly Index Update<\/a>.
\n\"index<\/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+3.97%<\/span><\/td>\n82\/50<\/td>\n<\/tr>\n
2<\/td>\n+10.85%<\/span><\/td>\n82\/49<\/td>\n<\/tr>\n
3<\/td>\n+7.66%<\/span><\/td>\n78\/53<\/td>\n<\/tr>\n
4<\/td>\n+6.24%<\/span><\/td>\n68\/64<\/td>\n<\/tr>\n
5<\/td>\n+4.32%<\/span><\/td>\n72\/59<\/td>\n<\/tr>\n
6<\/td>\n+2.89%<\/span><\/td>\n68\/63<\/td>\n<\/tr>\n
7<\/td>\n+2.84%<\/span><\/td>\n71\/61<\/td>\n<\/tr>\n
8<\/td>\n-2.06%<\/span><\/td>\n66\/65<\/td>\n<\/tr>\n
9<\/td>\n-3.55%<\/span><\/td>\n64\/67<\/td>\n<\/tr>\n
10 (mega)<\/td>\n-2.64%<\/span><\/td>\n58\/74<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nThis doesn’t make any sense…\n<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
UPL<\/a><\/td>\n+10.97%<\/span><\/td>\n<\/tr>\n
GLENMARK<\/a><\/td>\n+13.25%<\/span><\/td>\n<\/tr>\n
TATASTEEL<\/a><\/td>\n+13.76%<\/span><\/td>\n<\/tr>\n
APOLLOHOSP<\/a><\/td>\n-16.95%<\/span><\/td>\n<\/tr>\n
WIPRO<\/a><\/td>\n-14.35%<\/span><\/td>\n<\/tr>\n
SRTRANSFIN<\/a><\/td>\n-12.97%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nA smorgasbord of performance…\n<\/div>\n<\/div>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
GOLDBEES<\/a><\/td>\n+3.56%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n+2.07%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n+1.54%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n-0.62%<\/span><\/td>\n<\/tr>\n
CPSEETF<\/a><\/td>\n-2.15%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n-3.29%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n-5.49%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nInfrastructure got whipped…\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-0.09<\/span><\/td>\n+0.66%<\/span><\/td>\n<\/tr>\n
GSEC SUB 1-3<\/td>\n-0.60<\/span><\/td>\n+0.25%<\/span><\/td>\n<\/tr>\n
GSEC SUB 3-8<\/td>\n+0.04<\/span><\/td>\n+0.20%<\/span><\/td>\n<\/tr>\n
GSEC SUB 8<\/td>\n+0.16<\/span><\/td>\n-0.07%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nListless…\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
Textile, Metals, Chemicals, Paper and Energy Quality to Price<\/a><\/td>\n+4.76%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+3.32%<\/span><\/td>\n<\/tr>\n
Tactical CNX 100<\/a><\/td>\n+2.51%<\/span><\/td>\n<\/tr>\n
Momentum<\/a><\/td>\n-0.11%<\/span><\/td>\n<\/tr>\n
Auto and Consumer Goods Quality to Price<\/a><\/td>\n-0.32%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n-0.61%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n-2.49%<\/span><\/td>\n<\/tr>\n
ADAG stocks<\/a><\/td>\n-2.65%<\/span><\/td>\n<\/tr>\n
Media, Health, IT, Telecom, Services, Pharma Quality To Price<\/a><\/td>\n-3.16%<\/span><\/td>\n<\/tr>\n
High Beta<\/a><\/td>\n-3.29%<\/span><\/td>\n<\/tr>\n
CNX 100 Enterprise Yield<\/a><\/td>\n-4.41%<\/span><\/td>\n<\/tr>\n
ASK Life<\/a><\/td>\n-5.50%<\/span><\/td>\n<\/tr>\n
Low Volatility<\/a><\/td>\n-6.67%<\/span><\/td>\n<\/tr>\n
PPFAS Long Term Value<\/a><\/td>\n-7.89%<\/span><\/td>\n<\/tr>\n
Magic Formula<\/a><\/td>\n-8.44%<\/span><\/td>\n<\/tr>\n
Next Trillion<\/a><\/td>\n-10.54%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nDrawdowns galore across investment strategies…\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
Mirae Asset China Advantage Fund – Regular Plan Growth Option<\/a><\/td>\n+16.08%<\/span><\/td>\n<\/tr>\n
JPMorgan Greater China Equity Off-shore Fund – Regular Plan – Growth Option<\/a><\/td>\n+13.54%<\/span><\/td>\n<\/tr>\n
HSBC Brazil Fund-Growth<\/a><\/td>\n+12.24%<\/span><\/td>\n<\/tr>\n
DSP BlackRock World Energy Fund – Regular Plan – Growth<\/a><\/td>\n+9.68%<\/span><\/td>\n<\/tr>\n
DSP BlackRock World Mining Fund – Regular Plan – Growth<\/a><\/td>\n+9.67%<\/span><\/td>\n<\/tr>\n
Mirae Asset Global Commodity Stocks – Growth Option<\/a><\/td>\n+9.40%<\/span><\/td>\n<\/tr>\n
HSBC Emerging Markets Fund – Growth<\/a><\/td>\n+9.35%<\/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
BNP Paribas Long Term Equity Fund – Growth Option<\/a><\/td>\n-5.39%<\/span><\/td>\n<\/tr>\n
HSBC Progressive Themes Fund – Growth<\/a><\/td>\n-5.41%<\/span><\/td>\n<\/tr>\n
Axis Focused 25 Fund – Growth Option<\/a><\/td>\n-5.46%<\/span><\/td>\n<\/tr>\n
Canara Robeco Infrastructure – Regular Plan – GROWTH<\/a><\/td>\n-5.65%<\/span><\/td>\n<\/tr>\n
BNP PARIBAS Equity Fund-Growth Option<\/a><\/td>\n-5.69%<\/span><\/td>\n<\/tr>\n
Religare Invesco AGILE Fund – Growth Option<\/a><\/td>\n-6.18%<\/span><\/td>\n<\/tr>\n
Sundaram Growth Fund-Growth<\/a><\/td>\n-7.62%<\/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
Escorts Income Plan-Growth<\/a><\/td>\n+0.95%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer Credit Opportunities Fund -Plan B-Growth Option<\/a><\/td>\n+0.79%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer Credit Opportunities Fund -Plan A -Growth Option<\/a><\/td>\n+0.70%<\/span><\/td>\n<\/tr>\n
Franklin India Dynamic Accrual Fund-Growth<\/a><\/td>\n+0.62%<\/span><\/td>\n<\/tr>\n
Kotak Coporate Bond Fund- Retail Plan-Growth Option<\/a><\/td>\n+0.58%<\/span><\/td>\n<\/tr>\n
Kotak Corporate Bond Fund- Standard Plan-Growth Option<\/a><\/td>\n+0.55%<\/span><\/td>\n<\/tr>\n
Reliance Corporate Bond Fund – Growth Option<\/a><\/td>\n+0.51%<\/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
Canara Robeco Gilt PGS – Regular Plan – Growth<\/a><\/td>\n-0.52%<\/span><\/td>\n<\/tr>\n
BARODA PIONEER INCOME FUND – Plan A – Growth Option<\/a><\/td>\n-0.53%<\/span><\/td>\n<\/tr>\n
IDBI Gilt Fund Growth<\/a><\/td>\n-0.55%<\/span><\/td>\n<\/tr>\n
Religare Invesco GILT Fund – Long Duration Plan – Growth<\/a><\/td>\n-0.61%<\/span><\/td>\n<\/tr>\n
HDFC Inflation Indexed Bond Fund – Regular Growth<\/a><\/td>\n-0.72%<\/span><\/td>\n<\/tr>\n
DWS Inflation Indexed Bond Fund- Regular Plan- Growth<\/a><\/td>\n-0.93%<\/span><\/td>\n<\/tr>\n
SBI INFLATION INDEXED BOND FUND – REGULAR PLAN – GROWTH<\/a><\/td>\n-0.95%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

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

Good investing hurts. Investors pay a high price for comfort and get paid a high price for doing what few others will. That will always be the case. <\/p>\n

Source: This Was Never Easy<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) -4.28% CAC(FRA) +0.26% UKX(GBR) +3.14% NKY(JPN) +1.69% SPX(USA) +1.41% MINTs JCI(IDN) -7.83% INMEX(MEX) +1.82% NGSEINDX(NGA) +9.31% XU030(TUR) +3.34% BRICS IBOV(BRA) +9.54% SHCOMP(CHN) +18.51% NIFTY(IND) -3.65% INDEXCF(RUS) +3.82% TOP40(ZAF) +4.73% Commodities Energy WTI Crude Oil +23.33% Ethanol +7.84% Heating Oil +15.86% RBOB Gasoline +14.75% Brent Crude Oil +19.90% Natural Gas +4.57% 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-2021601","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\/2021601","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=2021601"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2021601\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2021601"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2021601"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2021601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}