{"id":2036141,"date":"2015-10-10T10:34:35","date_gmt":"2015-10-10T05:04:35","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2036141"},"modified":"2015-10-10T10:34:35","modified_gmt":"2015-10-10T05:04:35","slug":"weekly-recap-investing-vs-flipping","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2015\/10\/10\/weekly-recap-investing-vs-flipping\/","title":{"rendered":"Weekly Recap: Investing vs Flipping"},"content":{"rendered":"

\"world.2015-10-01.2015-10-09\"<\/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+6.18%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n+6.21%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n+5.66%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+4.36%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n+4.73%<\/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+8.65%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+4.12%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n-3.37%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n+6.45%<\/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+8.88%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n+4.27%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n+3.00%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+6.24%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n+5.65%<\/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
Brent Crude Oil<\/td>\n+9.37%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n+4.09%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n+3.53%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n-2.34%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+3.14%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+9.25%<\/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+4.76%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n+8.97%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n+5.16%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n+8.59%<\/span><\/td>\n<\/tr>\n
Gold 100oz<\/td>\n+3.85%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:-1.48% <\/span> USDJPY<\/a>:+0.20% <\/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-8.85%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n-2.69%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n+0.43%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n-3.89%<\/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-6.14%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n-0.19%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n-1.19%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n-6.23%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n-4.16%<\/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-2.16%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n+3.98%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n+3.77%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n+7.09%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+1.75%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n+8.36%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n+10.30%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n+1.05%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n+3.09%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n+7.78%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n+6.87%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n-2.17%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n+8.30%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n-1.86%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n+0.83%<\/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+1.73%<\/span><\/td>\n<\/tr>\n
Markit CDX NA HY<\/td>\n+2.03%<\/span><\/td>\n<\/tr>\n
Markit CDX NA IG<\/td>\n-9.85%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Asia ex-Japan IG<\/td>\n-18.19%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Australia<\/td>\n-11.71%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe<\/td>\n-7.10%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Europe Crossover<\/td>\n-37.22%<\/span><\/td>\n<\/tr>\n
Markit iTraxx Japan<\/td>\n-8.18%<\/span><\/td>\n<\/tr>\n
Markit iTraxx SovX Western Europe<\/td>\n-2.20%<\/span><\/td>\n<\/tr>\n
Markit LCDX (Loan CDS)<\/td>\n+0.00%<\/span><\/td>\n<\/tr>\n
Markit MCDX (Municipal CDS)<\/td>\n-6.68%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nNot even the Fed knows when it is going to raise rates but that did not prevent the markets to party like its 1999.\n<\/div>\n<\/div>\n

Global ETFs (USD)<\/h3>\n

\"global.etf.performance.2015-10-01.2015-10-09\"<\/a><\/p>\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.2015-10-01.2015-10-09\"<\/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+4.84%<\/span><\/td>\n74\/57<\/td>\n<\/tr>\n
2<\/td>\n+7.45%<\/span><\/td>\n83\/47<\/td>\n<\/tr>\n
3<\/td>\n+4.50%<\/span><\/td>\n76\/54<\/td>\n<\/tr>\n
4<\/td>\n+6.77%<\/span><\/td>\n74\/56<\/td>\n<\/tr>\n
5<\/td>\n+5.63%<\/span><\/td>\n74\/56<\/td>\n<\/tr>\n
6<\/td>\n+5.99%<\/span><\/td>\n71\/60<\/td>\n<\/tr>\n
7<\/td>\n+4.23%<\/span><\/td>\n71\/59<\/td>\n<\/tr>\n
8<\/td>\n+3.29%<\/span><\/td>\n74\/56<\/td>\n<\/tr>\n
9<\/td>\n+1.77%<\/span><\/td>\n66\/64<\/td>\n<\/tr>\n
10 (mega)<\/td>\n+1.89%<\/span><\/td>\n65\/66<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
Green is the color of passion…<\/div>\n<\/div>\n

Top Winners and Losers<\/h3>\n
\n
\n\n\n\n\n\n\n\n
HINDALCO<\/a><\/td>\n+18.41%<\/span><\/td>\n<\/tr>\n
TATAMOTORS<\/a><\/td>\n+19.71%<\/span><\/td>\n<\/tr>\n
VEDL<\/a><\/td>\n+24.22%<\/span><\/td>\n<\/tr>\n
MARUTI<\/a><\/td>\n-6.64%<\/span><\/td>\n<\/tr>\n
IBULHSGFIN<\/a><\/td>\n-6.62%<\/span><\/td>\n<\/tr>\n
RECLTD<\/a><\/td>\n-3.99%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nHave metals finally found a bottom?\n<\/div>\n<\/div>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
CPSEETF<\/a><\/td>\n+5.23%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n+4.51%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n+2.98%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n+2.86%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n+2.65%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n+1.96%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n+1.59%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nGold finally found some takers…\n<\/div>\n<\/div>\n

Yield Curve<\/h3>\n

\"yieldCurve.2015-10-01.2015-10-09\"<\/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+0.22%<\/span><\/td>\n<\/tr>\n
5 10<\/td>\n-0.04<\/span><\/td>\n+0.37%<\/span><\/td>\n<\/tr>\n
10 15<\/td>\n-0.04<\/span><\/td>\n+0.47%<\/span><\/td>\n<\/tr>\n
15 20<\/td>\n-0.03<\/span><\/td>\n+0.45%<\/span><\/td>\n<\/tr>\n
20 30<\/td>\n-0.04<\/span><\/td>\n+0.59%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nBonds continued their rate-cut rally. Plus, FPIs can now buy more.\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
Momentum<\/a><\/td>\n+5.64%<\/span><\/td>\n<\/tr>\n
ADAG stocks<\/a><\/td>\n+4.50%<\/span><\/td>\n<\/tr>\n
High Beta<\/a><\/td>\n+4.48%<\/span><\/td>\n<\/tr>\n
Velocity<\/a><\/td>\n+4.07%<\/span><\/td>\n<\/tr>\n
Next Trillion<\/a><\/td>\n+2.64%<\/span><\/td>\n<\/tr>\n
ASK Life<\/a><\/td>\n+2.56%<\/span><\/td>\n<\/tr>\n
The RBI Restricted List<\/a><\/td>\n+2.51%<\/span><\/td>\n<\/tr>\n
PPFAS Long Term Value<\/a><\/td>\n+2.35%<\/span><\/td>\n<\/tr>\n
Magic Formula<\/a><\/td>\n+1.95%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n+1.94%<\/span><\/td>\n<\/tr>\n
CNX 100 Enterprise Yield<\/a><\/td>\n+1.81%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n+1.79%<\/span><\/td>\n<\/tr>\n
Low Volatility<\/a><\/td>\n+1.57%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n+0.67%<\/span><\/td>\n<\/tr>\n
Tactical CNX 100<\/a><\/td>\n+0.00%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nMomentum came back with a bang! Pretty much every investment strategy ended this week in the green…\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 Global Commodity Stocks – Growth Option<\/a><\/td>\n+11.07%<\/span><\/td>\n<\/tr>\n
Religare Invesco Pan European Equity Fund – Regular Plan – Growth Option<\/a><\/td>\n+6.07%<\/span><\/td>\n<\/tr>\n
Franklin Asian Equity Fund – Growth Plan<\/a><\/td>\n+5.60%<\/span><\/td>\n<\/tr>\n
Franklin India Feeder – Franklin European Growth Fund – Growth<\/a><\/td>\n+5.11%<\/span><\/td>\n<\/tr>\n
Reliance Japan Equity Fund- Growth Plan- Growth Option<\/a><\/td>\n+4.94%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Commodity Equities Fund – Global Agri Plan – Growth – Regular Plan<\/a><\/td>\n+4.50%<\/span><\/td>\n<\/tr>\n
HDFC INFRASTRUCTURE FUND-GROWTH OPTION<\/a><\/td>\n+4.43%<\/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
Religare Invesco Arbitrage Fund – Growth Option<\/a><\/td>\n+0.09%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Equity Arbitrage Fund – Regular Plan – Growth<\/a><\/td>\n+0.09%<\/span><\/td>\n<\/tr>\n
MOSt Focused Multicap 35-Regular Plan-Growth Option<\/a><\/td>\n+0.08%<\/span><\/td>\n<\/tr>\n
Edelweiss Debt and Corporate Opportunities Fund – Growth Option<\/a><\/td>\n+0.07%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Blended Plan A – Regular Plan – Growth<\/a><\/td>\n+0.07%<\/span><\/td>\n<\/tr>\n
Religare Invesco Dynamic Equity Fund – Growth<\/a><\/td>\n+0.05%<\/span><\/td>\n<\/tr>\n
MOSt Focused Long Term – Regular Plan – Growth Option<\/a><\/td>\n-0.02%<\/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
SBI INFLATION INDEXED BOND FUND – REGULAR PLAN – GROWTH<\/a><\/td>\n+0.54%<\/span><\/td>\n<\/tr>\n
DWS Inflation Indexed Bond Fund – Regular Plan – Growth<\/a><\/td>\n+0.53%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Constant Maturity Gilt Fund – Regular Plan – Growth<\/a><\/td>\n+0.52%<\/span><\/td>\n<\/tr>\n
IDBI Gilt Fund Growth<\/a><\/td>\n+0.52%<\/span><\/td>\n<\/tr>\n
DSP BlackRock Constant Maturity 10Y G-Sec Fund – Regular Plan – Growth<\/a><\/td>\n+0.50%<\/span><\/td>\n<\/tr>\n
Tata Gilt Mid Term Fund -Regular Plan- Growth<\/a><\/td>\n+0.50%<\/span><\/td>\n<\/tr>\n
UTI – GILT ADVANTAGE-LONG TERM-GROWTH<\/a><\/td>\n+0.47%<\/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
IIFL Dynamic Bond Fund – Regular Plan – Growth Option<\/a><\/td>\n+0.24%<\/span><\/td>\n<\/tr>\n
MOSt 10 Year Gilt Fund – Growth<\/a><\/td>\n+0.23%<\/span><\/td>\n<\/tr>\n
Reliance Corporate Bond Fund – Growth Option<\/a><\/td>\n+0.23%<\/span><\/td>\n<\/tr>\n
Edelweiss Gilt Fund – Growth Option<\/a><\/td>\n+0.23%<\/span><\/td>\n<\/tr>\n
Tata Income Plus Fund Regular Plan – Growth<\/a><\/td>\n+0.22%<\/span><\/td>\n<\/tr>\n
Pramerica Income Fund – Regular Plan – Growth Option<\/a><\/td>\n+0.16%<\/span><\/td>\n<\/tr>\n
Escorts Income Plan-Growth<\/a><\/td>\n+0.16%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Thought for the weekend<\/h3>\n
    \n
  1. High stock prices, just like high house prices, are harbingers of low returns.<\/li>\n
  2. Investing in price-depressed residential rental property in Atlanta is like investing in EM equities today\u2014the future expected long-term yield is much superior to their respective high-priced alternatives.<\/li>\n
  3. Many parallels exist between the political\/economic environment and the relative valuation of U.S. and EM equities in the periods from 1994 to 2002 and 2008 to 2015.<\/li>\n
  4. Our forecast of the 10-year real return for U.S. equities is 1% compared to that of EM equities at 8%, now valued at less than half the U.S. CAPE.<\/li>\n<\/ol>\n

    Source: Investing versus Flipping<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    Equities Major DAX(DEU) +6.18% CAC(FRA) +6.21% UKX(GBR) +5.66% NKY(JPN) +4.36% SPX(USA) +4.73% MINTs JCI(IDN) +8.65% INMEX(MEX) +4.12% NGSEINDX(NGA) -3.37% XU030(TUR) +6.45% BRICS IBOV(BRA) +8.88% SHCOMP(CHN) +4.27% NIFTY(IND) +3.00% INDEXCF(RUS) +6.24% TOP40(ZAF) +5.65% Commodities Energy Brent Crude Oil +9.37% Natural Gas +4.09% Heating Oil +3.53% Ethanol -2.34% RBOB Gasoline +3.14% WTI Crude Oil +9.25% Metals Copper … <\/p>\n","protected":false},"author":2,"featured_media":2033441,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[987],"class_list":["post-2036141","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-your-money","tag-weekly","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2036141","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=2036141"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2036141\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media\/2033441"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2036141"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2036141"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2036141"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}