{"id":2051271,"date":"2016-07-17T12:02:14","date_gmt":"2016-07-17T06:32:14","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2051271"},"modified":"2016-07-17T12:02:14","modified_gmt":"2016-07-17T06:32:14","slug":"doodh-ka-doodh-pani-ka-pani","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2016\/07\/17\/doodh-ka-doodh-pani-ka-pani\/","title":{"rendered":"Doodh Ka Doodh Pani ka Pani"},"content":{"rendered":"<h3>Recommendations on Media<\/h3>\n<p>Analysts, brokers and pundits often appear on financial media with a ready list of stocks that investors should buy. Some of them are collated into lists by the Economic Times, Money Control, etc. We turn these lists into equally weighted portfolios and track them. We call them <a target='_blank' href='https:\/\/stockviz.biz\/Themes#ANALYST'>Doodh Ka Doodh Pani ka Pani<\/a>.<\/p>\n<h3>Doodh ya Pani?<\/h3>\n<p>We look at 260 trading days worth of returns of these portfolios and compare them with NIFTY and MIDCAP 100 FREE returns during the same time period. 260 trading days approximates to one calendar year &#8212; a tax-free holding period and an upper limit of an average retail investor&#8217;s patience with investment tips.<\/p>\n<table class='table table-bordered table-condensed'>\n<thead>\n<tr>\n<th>Analyst Theme<\/th>\n<th>Created<\/th>\n<th># stocks<\/th>\n<th>Nifty Returns<\/th>\n<th>MidCap Returns<\/th>\n<th>Analyst Returns<\/th>\n<th>Out perf. Wrt. MidCap<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/12A76743-BBC7-4704-884E-BC492C1FAD97'><small>CS Midcap 28-Aug-2013<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Aug29<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>50.61<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>78.67<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>126.56<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>47.88<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/35340BAF-EBD6-416F-AFD0-FF8A5A55FEE8'><small>Exporters &#8211; ET 2013-09-04<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Sep04<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>46.27<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>70.81<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>71.65<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>0.84<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/1A72396F-031F-46B0-AF5C-4CC254716410'><small>Prabhudas Lilladher Midcap 10-Sept-2013<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Sep10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>8<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>34.74<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>65.09<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>105.12<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>40.02<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/0F8816C0-6981-44DE-B617-51D4E6D8CFC6'><small>Prabhudas Lilladher Largecap 13-Sept-2013<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Sep13<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>15<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>36.06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>63.04<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>41.15<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-21.89<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/028CDE33-97C1-4D1C-B254-13F1056090BB'><small>Bharat<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Oct07<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>13<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>41.18<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>66.12<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>47.48<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-18.65<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/CF04EAC3-7A90-45D7-8871-6200DDBD5259'><small>Microsec&#8217;s Diwali picks &#8211; 2013<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Nov01<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>9<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>35.16<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>63.66<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>45.71<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-17.95<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/5F9F2CD9-BC6F-41FE-BCC8-CDAEFBE77042'><small>Globe&#8217;s Diwali picks &#8211; 2013<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Nov01<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>35.16<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>63.66<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>44.51<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-19.14<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/6516478C-D29E-4DE2-A0D9-FA23B5546F06'><small>Prabhudas Lilladher&#8217;s Diwali picks &#8211; 2013<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Nov02<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>5<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>36.53<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>64.02<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>61.71<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-2.31<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/355DDFEE-4D30-440A-A823-70D718928820'><small>Kotak&#8217;s Diwali picks &#8211; 2013<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Nov04<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>11<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>36.53<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>64.02<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>63.41<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-0.61<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/4D99073F-61F8-4718-BB89-194AE684C742'><small>Emkay 2013-11-12<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Nov12<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>9<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>38.59<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>65.21<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>119.78<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>54.57<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/AB114EC8-D3C5-47E0-8ED2-EB547A4F401A'><small>Ashwani Gujral 2013-11-12<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Nov12<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>5<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>38.59<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>65.21<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>173.85<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>108.64<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/79958F3E-8B58-4C8D-9D4E-9F6F5C444134'><small>Sharekhan 15-Nov-2013<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Nov15<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>11<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>32.88<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>60.08<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>30.37<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-29.71<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/C2458CA0-438C-477E-800F-2B0EDBF1FE0B'><small>UBS 2013-12-04<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Dec04<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>9<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>34.44<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>64.19<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>94.21<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>30.03<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/46DAA517-AA78-4A1C-914F-A209E52868D9'><small>Morgan Stanley Fragmented Election 2013-12<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Dec06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>12<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>34.11<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>63.52<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>33.24<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-30.28<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/27D0E783-9C6D-45FA-96CA-AED5A04D2185'><small>Morgan Stanley Strong Election 2013-12<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Dec06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>13<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>34.11<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>63.52<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>29.55<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-33.97<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/C3D9E6CA-05F9-4916-BDD9-330BDDEE225E'><small>Merrill 2014<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Dec12<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>33.50<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>65.36<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>122.21<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>56.85<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/37385520-10C1-42F7-840E-067C1A23536F'><small>Espirito Santo Silver Bullets 2013-12-26<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Dec26<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>7<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>38.49<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>62.25<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>54.96<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-7.28<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/7E311A0A-F149-428D-8F27-38CAFDE8F056'><small>IIFL Micaps for 2014 2013-12-27<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Dec27<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>38.26<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>61.32<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>86.04<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>24.72<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/15F64858-CDB5-40F8-AE89-FD9D6614F4FF'><small>SMC 2013-12-28<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2013Dec28<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>39.27<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>62.15<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>59.22<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-2.93<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/94435F3A-DA19-4491-8FD3-EB53D9C46C80'><small>Religare Top 4 for 2014<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Jan01<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>4<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>41.40<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>61.99<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>58.37<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-3.62<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/8260E1D2-3187-47DA-932C-454AF6A215E1'><small>Macquarie &#8211; Midcaps 2014-01-21<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Jan21<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>5<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>39.53<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>67.20<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>97.08<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>29.88<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/77AA61F3-7B29-4900-94F3-86172753DF17'><small>Mitesh Thacker Midcaps 2014-1-30<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Jan30<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>42.97<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>74.34<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>55.54<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-18.80<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/DF04AA8F-06C2-45B9-8137-BE6DE6D4671A'><small>Dolat Capital&#8217;s 10 Hidden Gems 2014-02<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Feb27<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>32.90<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>63.58<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>43.24<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-20.34<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/D677365A-435A-476B-8367-A988BBD89FCC'><small>Prabhudas Lilladher&#8217;s LargeCap Picks 2014-03<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Mar21<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>30.11<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>58.61<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>30.01<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-28.60<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/5A4AEAC5-0DC8-42DF-B4DB-BBEBA69592B2'><small>ET Top Midcap 2014-03<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Mar21<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>30.11<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>58.61<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>77.74<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>19.13<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/0D85432F-0F96-4082-84FD-EA23C6C3A85F'><small>ET 2014-04<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Apr10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>20.53<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>41.41<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>47.66<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>6.24<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/5FE6A986-211D-49DA-9DB6-D74A90F5B5B7'><small>Religare Retail Lucky 13 mid-cap redux<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014May06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>13<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>23.88<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>47.47<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>48.49<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>1.02<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/2C3E16C8-924A-412E-88CD-8EC6CEC269A0'><small>Nomura 2014-04<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014May06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>11<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>23.88<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>47.47<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>52.66<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>5.18<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/97BFCF45-38DC-4D2D-A962-65F377E83595'><small>Religare Retail Lucky 13 mid-cap redux<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014May06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>13<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>23.88<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>47.47<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>71.38<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>23.91<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/3F460CE0-ECCD-472D-A318-8072A2F41BAF'><small>Sharekhan 20 midcaps 2014-05<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014May21<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>20<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10.06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>23.15<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>24.99<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>1.83<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/88528E4F-A580-4040-AD49-BC809BBA91D5'><small>Microsec Agri 2014-06<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Jun30<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>13.43<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>23.13<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>27.99<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>4.86<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/5ABB5403-B03A-44EC-A151-102483ADAEF4'><small>Lucky 13 2014-07<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Jul02<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>16<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10.31<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>19.73<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>24.04<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>4.30<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/5A9970CA-801F-47C1-8506-6A7364D4941D'><small>Hidden Gems 2014-08<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Aug25<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>7<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-0.43<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>16.06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>48.18<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>32.12<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/46DDB18D-7FDD-4CF4-90C2-1985D0C83198'><small>Globe Diwali Picks 2014<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Oct22<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>11<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-2.66<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>12.41<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-17.22<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-29.63<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/21B1E122-FB37-444E-B86C-C43A40E7EDB9'><small>Kotak Diwali Picks 2014<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Oct22<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>9<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-2.66<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>12.41<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>14.36<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>1.95<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/A47E4762-0EED-44F2-B23B-DEC06FE812F9'><small>ET Diwali Picks 2014<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Oct22<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-2.66<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>12.41<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-1.88<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-14.29<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/E7099CAF-F913-4F34-A5EB-C06979FE0FD3'><small>SPA stock bets 2014-11<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Nov24<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>16<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-10.07<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>5.64<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-23.78<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-29.42<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/C6C8753C-5451-4549-9DF0-920B67DF288A'><small>ET Top 10 Dec-2014<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2014Dec22<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>10<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-8.68<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>8.03<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-6.34<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-14.37<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/4B22E93C-A6F9-46AB-9C5F-6EFE1D938623'><small>Beg Borrow Steal<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2015Jan06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>7<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-8.67<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-0.85<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-33.05<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-32.20<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/07969DFB-46BE-4D53-97E2-D5D9B02DC81A'><small>CLSA 9 for 2015<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2015Jan06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>8<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-8.67<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-0.85<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-14.13<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-13.28<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/B4F0D0A8-350A-4342-B204-F3AF44AA2447'><small>Midcaps for 2015<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2015Jan06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>16<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-8.67<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-0.85<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>15.93<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>16.78<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/E5CD9CDD-3766-48E2-A0BB-85B27403E3FF'><small>Espirito Santos Silver bullets Jan-2015<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2015Jan12<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>8<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-9.12<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-1.37<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-6.87<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-5.49<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/C5886A9B-2C91-4812-9380-ADFDBC76FB46'><small>Mixed bag 2015-01<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2015Jan20<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>9<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-15.05<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-4.53<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-29.21<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-24.68<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/5C6757C3-2EB5-444F-AF2B-F486D82843BD'><small>Rate Sensitive 2015-Jan<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2015Feb03<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>15<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-17.07<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-8.89<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-23.66<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-14.77<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/576E164A-F536-4E9E-980A-058167E9E9E2'><small>Rail Budget 2015<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2015Feb26<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>17<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-14.09<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-4.67<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-26.97<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-22.31<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/C6A34F3D-0D5B-4D87-9FE8-24C58966B121'><small>Sharekhan Top 12 April-2015<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2015Apr06<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>12<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-8.05<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>0.03<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-2.88<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-2.91<\/small><\/div>\n<\/td>\n<\/tr>\n<tr>\n<td><a target='_blank' href='http:\/\/stockviz.biz\/#\/theme\/equity\/24FE4A6B-2C64-4CB2-9ACC-91210E176D96'><small>Smart City Stocks ET April-2015<\/small><\/a><\/td>\n<td>\n<div class='text-right'><small>2015Apr30<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>15<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>-4.87<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>2.75<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>9.00<\/small><\/div>\n<\/td>\n<td>\n<div class='text-right'><small>6.25<\/small><\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Observations<\/h3>\n<p>Of the 47 lists we analyzed, the average out-performance was about <strong>+1.5%<\/strong> (vs. the MidCap index.) <\/p>\n<p>We created two Themes out of the stocks in &#8216;Religare Retail Lucky 13 mid-cap redux.&#8217; One was a minimum variance portfolio and the other one was an equal-weighted portfolio. The minimum variance portfolio out-performed the equal-weighted one. Food for thought.<\/p>\n<p>Morgan Stanley had come out with two lists before the General Elections &#8211; one was supposed to do very well if Modi got elected and the other if he didn&#8217;t. Ironically, &#8216;Morgan Stanley Fragmented Election 2013-12&#8217; out-performed &#8216;Morgan Stanley Strong Election 2013-12&#8217; but both under-performed the Midcap Index.<\/p>\n<p>Espirito Santos Silver bullets turned out to be blanks.<\/p>\n<p>Kotak should do a better job with their Diwali picks.<\/p>\n<h3>What next?<\/h3>\n<p>We hope that these guys continue to put out lists so that we can track them. We admit that 47 is too small a sample to draw any conclusions. If you come across any such lists that are &#8216;subscription only&#8217;, i.e., not available on the ET or MC websites, please send them to info@stockviz.biz. We would love to track them all.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Recommendations on Media Analysts, brokers and pundits often appear on financial media with a ready list of stocks that investors should buy. Some of them are collated into lists by the Economic Times, Money Control, etc. We turn these lists into equally weighted portfolios and track them. We call them Doodh Ka Doodh Pani ka &hellip; <\/p>\n","protected":false},"author":2,"featured_media":2051281,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471,9],"tags":[960],"class_list":["post-2051271","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing-insight","category-your-money","tag-returns","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2051271","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=2051271"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2051271\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media\/2051281"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2051271"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2051271"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2051271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}