{"id":2030811,"date":"2015-07-25T13:04:40","date_gmt":"2015-07-25T07:34:40","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2030811"},"modified":"2015-07-25T13:04:41","modified_gmt":"2015-07-25T07:34:41","slug":"weekly-recap-roller-coaster-investing","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/07\/25\/weekly-recap-roller-coaster-investing\/","title":{"rendered":"Weekly Recap: Roller Coaster Investing"},"content":{"rendered":"

\"world.2015-07-17.2015-07-24\"<\/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-2.79%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n-1.31%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n-2.88%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n-0.52%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n-2.03%<\/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-0.27%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n-2.26%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n+0.14%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n-4.70%<\/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-6.06%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+2.87%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n-1.03%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n-3.30%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n-2.54%<\/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-4.06%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n-4.46%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n-4.02%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n-1.74%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n-5.35%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n-2.77%<\/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
Gold 100oz<\/td>\n-3.05%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n+1.49%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n-1.18%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n-1.35%<\/span><\/td>\n<\/tr>\n
Copper<\/td>\n-4.80%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:-1.16% <\/span> USDJPY<\/a>:-0.19% <\/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+0.70%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+2.26%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n-0.03%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n+3.28%<\/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+4.95%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+0.00%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n+0.90%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n+2.83%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n+2.53%<\/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-4.47%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n-0.56%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n-6.67%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n+0.03%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n-7.62%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n-3.08%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n+2.83%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n-2.46%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n-2.62%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n-3.88%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+2.41%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n-4.10%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n-1.83%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n-2.34%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n-5.94%<\/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-0.39%<\/span><\/td>\n<\/tr>\n
Markit CDX NA HY<\/td>\n-0.72%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n+3.51%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n-0.56%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n-2.39%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n-0.14%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n+7.87%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n-1.57%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n+1.59%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n+0.00%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n+0.01%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nAn uneasy week that saw most indices weak. The entire commodity complex came crashing down. Gold, copper, silver, oil, grains… pretty much every commodity was down.\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.performance.2015-07-17.2015-07-24\"<\/a><\/p>\n

Sector Performance<\/h3>\n

\"sector<\/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-1.58%<\/span><\/td>\n73\/62<\/td>\n<\/tr>\n
2<\/td>\n+0.74%<\/span><\/td>\n69\/66<\/td>\n<\/tr>\n
3<\/td>\n+8.28%<\/span><\/td>\n69\/66<\/td>\n<\/tr>\n
4<\/td>\n-0.03%<\/span><\/td>\n71\/63<\/td>\n<\/tr>\n
5<\/td>\n+1.95%<\/span><\/td>\n70\/66<\/td>\n<\/tr>\n
6<\/td>\n+0.73%<\/span><\/td>\n65\/70<\/td>\n<\/tr>\n
7<\/td>\n+0.40%<\/span><\/td>\n72\/63<\/td>\n<\/tr>\n
8<\/td>\n+1.34%<\/span><\/td>\n70\/65<\/td>\n<\/tr>\n
9<\/td>\n-0.35%<\/span><\/td>\n63\/72<\/td>\n<\/tr>\n
10 (mega)<\/td>\n+0.01%<\/span><\/td>\n70\/65<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nLooks like there was an outlier that bumped up a microcap stock…\n<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
INFY<\/a><\/td>\n+8.56%<\/span><\/td>\n<\/tr>\n
ABIRLANUVO<\/a><\/td>\n+8.56%<\/span><\/td>\n<\/tr>\n
IBULHSGFIN<\/a><\/td>\n+8.86%<\/span><\/td>\n<\/tr>\n
LUPIN<\/a><\/td>\n-15.25%<\/span><\/td>\n<\/tr>\n
SUNPHARMA<\/a><\/td>\n-11.76%<\/span><\/td>\n<\/tr>\n
CONCOR<\/a><\/td>\n-11.74%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nSunpharma’s warning, Lupin’s disappointment and Infy’s optimism…\n<\/div>\n<\/div>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
INFRABEES<\/a><\/td>\n+1.50%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n-0.66%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n-1.12%<\/span><\/td>\n<\/tr>\n
CPSEETF<\/a><\/td>\n-2.56%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n-2.76%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n-2.94%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n-3.13%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nGold got shellacked…\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\n
Sub Index<\/th>\nChange in YTM<\/th>\nTotal Return(%)<\/th>\n<\/tr>\n<\/thead>\n
0 5<\/td>\n+0.02<\/span><\/td>\n+0.12%<\/span><\/td>\n<\/tr>\n
5 10<\/td>\n-0.04<\/span><\/td>\n+0.35%<\/span><\/td>\n<\/tr>\n
10 15<\/td>\n-0.01<\/span><\/td>\n+0.22%<\/span><\/td>\n<\/tr>\n
15 20<\/td>\n-0.02<\/span><\/td>\n+0.34%<\/span><\/td>\n<\/tr>\n
20 30<\/td>\n-0.02<\/span><\/td>\n+0.36%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nThe long end of the curve was in the green after a long time…\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
Quality to Price<\/a><\/td>\n+3.77%<\/span><\/td>\n<\/tr>\n
Magic Formula<\/a><\/td>\n+1.09%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+0.58%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n-0.21%<\/span><\/td>\n<\/tr>\n
Momentum<\/a><\/td>\n-0.34%<\/span><\/td>\n<\/tr>\n
Tactical CNX 100<\/a><\/td>\n-0.89%<\/span><\/td>\n<\/tr>\n
High Beta<\/a><\/td>\n-1.31%<\/span><\/td>\n<\/tr>\n
Next Trillion<\/a><\/td>\n-1.68%<\/span><\/td>\n<\/tr>\n
ASK Life<\/a><\/td>\n-1.68%<\/span><\/td>\n<\/tr>\n
CNX 100 Enterprise Yield<\/a><\/td>\n-1.76%<\/span><\/td>\n<\/tr>\n
PPFAS Long Term Value<\/a><\/td>\n-1.91%<\/span><\/td>\n<\/tr>\n
ADAG stocks<\/a><\/td>\n-1.97%<\/span><\/td>\n<\/tr>\n
Low Volatility<\/a><\/td>\n-3.38%<\/span><\/td>\n<\/tr>\n
The RBI Restricted List<\/a><\/td>\n-5.15%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nA mixed bag. Momentum ended flat as Kitex got whacked…\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
HSBC Midcap Equity Fund – Growth<\/a><\/td>\n+1.67%<\/span><\/td>\n<\/tr>\n
Reliance Mid & Small Cap Fund -Growth Plan -Growth Option<\/a><\/td>\n+0.80%<\/span><\/td>\n<\/tr>\n
Birla Sun Life India Opportunities Fund – Growth – Regular Plan<\/a><\/td>\n+0.72%<\/span><\/td>\n<\/tr>\n
Quantum Long-Term Equity Fund-Growth Option<\/a><\/td>\n+0.69%<\/span><\/td>\n<\/tr>\n
Religare Invesco Contra Fund – Growth<\/a><\/td>\n+0.68%<\/span><\/td>\n<\/tr>\n
Quantum Tax Saving Fund – Growth Option<\/a><\/td>\n+0.67%<\/span><\/td>\n<\/tr>\n
Sundaram S.M.I.L.E.Fund-iNST Growth<\/a><\/td>\n+0.58%<\/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
IDFC Equity Fund -Plan B-Growth<\/a><\/td>\n-1.87%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer PSU Equity Fund- Plan A – Growth Option<\/a><\/td>\n-1.96%<\/span><\/td>\n<\/tr>\n
Taurus Infrastructure Fund -Growth Option<\/a><\/td>\n-2.28%<\/span><\/td>\n<\/tr>\n
DWS Global Agribusiness Fund – Growth<\/a><\/td>\n-2.34%<\/span><\/td>\n<\/tr>\n
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option<\/a><\/td>\n-2.36%<\/span><\/td>\n<\/tr>\n
Mirae Asset Global Commodity Stocks – Growth Option<\/a><\/td>\n-2.62%<\/span><\/td>\n<\/tr>\n
Principal Global Opportunities Fund-Growth Option<\/a><\/td>\n-2.66%<\/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
Sundaram Flexible Fund -Flexible Income Plan Regular – Growth<\/a><\/td>\n+0.43%<\/span><\/td>\n<\/tr>\n
SBI INFLATION INDEXED BOND FUND – REGULAR PLAN – GROWTH<\/a><\/td>\n+0.40%<\/span><\/td>\n<\/tr>\n
DWS Inflation Indexed Bond Fund- Regular Plan- Growth<\/a><\/td>\n+0.38%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Short Term Gilt Fund – Regular Plan – Growth<\/a><\/td>\n+0.34%<\/span><\/td>\n<\/tr>\n
HDFC Inflation Indexed Bond Fund – Regular Growth<\/a><\/td>\n+0.33%<\/span><\/td>\n<\/tr>\n
L&T Resurgent India Corporate Bond Fund – Growth Option<\/a><\/td>\n+0.32%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Income Opportunities Fund – Regular Plan – Growth<\/a><\/td>\n+0.31%<\/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
IDBI Dynamic Bond Fund Growth<\/a><\/td>\n+0.08%<\/span><\/td>\n<\/tr>\n
BNP PARIBAS Flexi Debt Fund-Regular Plan A – Growth Option<\/a><\/td>\n+0.08%<\/span><\/td>\n<\/tr>\n
DSP BlackRock Constant Maturity 10Y G-Sec Fund – Regular Plan – Growth<\/a><\/td>\n+0.08%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Constant Maturity Gilt Fund – Regular Plan – Growth<\/a><\/td>\n+0.08%<\/span><\/td>\n<\/tr>\n
BNP Paribas Flexi Debt Fund Growth Option<\/a><\/td>\n+0.08%<\/span><\/td>\n<\/tr>\n
DSP BlackRock Government Securities Fund – Regular Plan – Growth<\/a><\/td>\n+0.06%<\/span><\/td>\n<\/tr>\n
IIFL Dynamic Bond Fund – Regular Plan – Growth Option<\/a><\/td>\n+0.05%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Thought for the weekend<\/h3>\n

Big money is in buying and holding great businesses acquired at reasonable valuations. Owning such businesses will produce gut-wrenching roller coaster rides which the investor has to have the willingness to take. They can\u2019t avoid those rides by jumping out and trying to get back in, and attempts to do so are likely to be unsuccessful. So, the best strategy is to stay put and bear it.<\/p>\n

Source: Sanjay Bakshi<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) -2.79% CAC(FRA) -1.31% UKX(GBR) -2.88% NKY(JPN) -0.52% SPX(USA) -2.03% MINTs JCI(IDN) -0.27% INMEX(MEX) -2.26% NGSEINDX(NGA) +0.14% XU030(TUR) -4.70% BRICS IBOV(BRA) -6.06% SHCOMP(CHN) +2.87% NIFTY(IND) -1.03% INDEXCF(RUS) -3.30% TOP40(ZAF) -2.54% Commodities Energy Ethanol -4.06% RBOB Gasoline -4.46% Brent Crude Oil -4.02% Heating Oil -1.74% WTI Crude Oil -5.35% Natural Gas -2.77% Metals Gold … <\/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":[987],"class_list":["post-2030811","post","type-post","status-publish","format-standard","hentry","category-your-money","tag-weekly","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2030811","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=2030811"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2030811\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2030811"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2030811"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2030811"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}