{"id":2058261,"date":"2016-12-31T13:30:23","date_gmt":"2016-12-31T08:00:23","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2058261"},"modified":"2016-12-31T13:31:56","modified_gmt":"2016-12-31T08:01:56","slug":"monthly-recap-dismembered","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2016\/12\/31\/monthly-recap-dismembered\/","title":{"rendered":"Monthly Recap: Dismembered"},"content":{"rendered":"

\"world-2016-11-30-2016-12-30\"<\/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+7.90%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n+6.20%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n+5.29%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+4.40%<\/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+2.87%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+0.97%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n+6.47%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n+5.60%<\/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-3.03%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n-4.50%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n-0.47%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+6.07%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n+0.48%<\/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
RBOB Gasoline<\/td>\n+12.95%<\/span><\/td>\n<\/tr>\n
Brent Crude Oil<\/td>\n+13.19%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n-2.07%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n+11.93%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+9.49%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n+10.74%<\/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-1.90%<\/span><\/td>\n<\/tr>\n
Copper<\/td>\n-4.58%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n-12.09%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n-0.53%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n-3.64%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:+0.68% <\/span> USDJPY<\/a>:+2.41% <\/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-0.60%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+1.15%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n+0.09%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n+2.53%<\/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-3.81%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+0.81%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n-0.68%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n-3.96%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n-2.59%<\/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
Corn<\/td>\n+3.54%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n-2.46%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n-1.17%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n-3.69%<\/span><\/td>\n<\/tr>\n
Coffee (Arabica)<\/td>\n-7.60%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n+2.07%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n-0.91%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n+6.17%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n-0.99%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n+6.26%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n+4.84%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n-11.06%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+28.32%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n-5.14%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n-9.62%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

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

\"global-etf-performance-2016-11-30-2016-12-30\"<\/p>\n

Nifty Heatmap<\/h3>\n

\"nifty-50-2016-11-30-2016-12-30\"<\/p>\n

Index Returns<\/h3>\n

\"index-performance-2016-11-30-2016-12-30\"
\nMore: Sector Dashboard<\/a><\/i><\/small><\/p>\n

Market Cap Decile Performance<\/h3>\n

\"deciles-perf-2016-12-30\"
\nMore: Equal-Weight Deciles<\/a>, Cap-Weight Deciles<\/a><\/i><\/small><\/p>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
NIFTYBEES<\/a><\/td>\n-0.51%<\/span><\/td>\n<\/tr>\n
CPSEETF<\/a><\/td>\n-0.75%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n-2.69%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n-3.04%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n-3.06%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n-3.26%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n-7.03%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nAll the hoopla about how demonetization was a gift to PSU banks was dialed down a bit once reality sunk in… there are only losers here.\n<\/div>\n<\/div>\n

Yield Curve<\/h3>\n

\"yieldcurve-2016-11-30-2016-12-30\"<\/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+0.35<\/span><\/td>\n-0.51%<\/span><\/td>\n<\/tr>\n
5 10<\/td>\n+0.35<\/span><\/td>\n-1.28%<\/span><\/td>\n<\/tr>\n
10 15<\/td>\n+0.41<\/span><\/td>\n-2.51%<\/span><\/td>\n<\/tr>\n
15 20<\/td>\n+0.37<\/span><\/td>\n-2.87%<\/span><\/td>\n<\/tr>\n
20 30<\/td>\n+0.46<\/span><\/td>\n-4.50%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nBonds got shellacked across the curve…\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
Enterprise Yield<\/a><\/td>\n-0.18%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n-0.99%<\/span><\/td>\n<\/tr>\n
Value in Flight<\/a><\/td>\n-1.64%<\/span><\/td>\n<\/tr>\n
Momo (Relative) v1.1<\/a><\/td>\n-2.06%<\/span><\/td>\n<\/tr>\n
Momo (Velocity) v1.0<\/a><\/td>\n-2.29%<\/span><\/td>\n<\/tr>\n
Magic Formula<\/a><\/td>\n-2.31%<\/span><\/td>\n<\/tr>\n
Momo (Acceleration) v1.0<\/a><\/td>\n-2.35%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n-2.36%<\/span><\/td>\n<\/tr>\n
Momentum<\/a><\/td>\n-2.69%<\/span><\/td>\n<\/tr>\n
Velocity<\/a><\/td>\n-3.31%<\/span><\/td>\n<\/tr>\n
Acceleration<\/a><\/td>\n-3.57%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n-4.07%<\/span><\/td>\n<\/tr>\n
HighIR Momentum<\/a><\/td>\n-4.44%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nStrategies with built-in stop-losses out performed…\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
Invesco India Pan European Equity Fund – Regular Plan – Growth Option<\/a><\/td>\n+5.05%<\/span><\/td>\n<\/tr>\n
Franklin India Feeder – Franklin European Growth Fund – Growth<\/a><\/td>\n+3.84%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Commodity Equities Fund – Global Agri Plan – Growth – Regular Plan<\/a><\/td>\n+2.56%<\/span><\/td>\n<\/tr>\n
Invesco India Global Equity Income Fund – Regular Plan – Growth<\/a><\/td>\n+1.76%<\/span><\/td>\n<\/tr>\n
SBI Dynamic Asset Allocation Fund – Regular Plan – Growth<\/a><\/td>\n+1.33%<\/span><\/td>\n<\/tr>\n
Axis Enhanced Arbitrage Fund – Regular Plan – Growth<\/a><\/td>\n+0.95%<\/span><\/td>\n<\/tr>\n
Reliance Arbitrage Advantage Fund – Growth Plan – Growth Option<\/a><\/td>\n+0.63%<\/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 Mid-cap Fund- Plan A – Growth Option<\/a><\/td>\n-4.38%<\/span><\/td>\n<\/tr>\n
SBI CONTRA – REGULAR PLAN -GROWTH<\/a><\/td>\n-4.39%<\/span><\/td>\n<\/tr>\n
Birla Sun Life MIDCAP Fund-Growth<\/a><\/td>\n-4.48%<\/span><\/td>\n<\/tr>\n
SBI EMERGING BUSINESSES FUND – REGULAR PLAN -GROWTH<\/a><\/td>\n-5.07%<\/span><\/td>\n<\/tr>\n
SBI MAGNUM GLOBAL FUND – REGULAR PLAN -GROWTH<\/a><\/td>\n-5.12%<\/span><\/td>\n<\/tr>\n
LIC MF BANKING AND FINANCIAL SERVICES FUND-REGULAR PLAN-GROWTH<\/a><\/td>\n-5.82%<\/span><\/td>\n<\/tr>\n
Mirae Asset China Advantage Fund – Regular Plan Growth Option<\/a><\/td>\n-7.40%<\/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+0.49%<\/span><\/td>\n<\/tr>\n
Kotak Corporate Bond Fund- Standard Plan-Growth Option<\/a><\/td>\n-0.04%<\/span><\/td>\n<\/tr>\n
Sundaram Banking & PSU Debt Fund – Regular Growth<\/a><\/td>\n-0.07%<\/span><\/td>\n<\/tr>\n
Invesco India Bank Debt Fund – Growth Option<\/a><\/td>\n-0.13%<\/span><\/td>\n<\/tr>\n
Edelweiss Government Securities Fund – Regular Plan – Growth Option<\/a><\/td>\n-0.55%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Dynamic Accrual Plan – Growth<\/a><\/td>\n-0.57%<\/span><\/td>\n<\/tr>\n
Canara Robeco Medium Term Opportunities Fund – Regular Plan – Growth<\/a><\/td>\n-0.57%<\/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
HDFC Gilt Fund-Long Term-Growth<\/a><\/td>\n-3.45%<\/span><\/td>\n<\/tr>\n
HDFC Income Fund-Growth<\/a><\/td>\n-3.56%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Dynamic Bond Fund – Growth – Regular Plan<\/a><\/td>\n-3.68%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Dynamic Bond Fund-Discipline Advantage Plan-Growth<\/a><\/td>\n-3.69%<\/span><\/td>\n<\/tr>\n
Franklin India Govt.Sec. Fund-Composite Plan – Growth<\/a><\/td>\n-4.24%<\/span><\/td>\n<\/tr>\n
Franklin India Govt.Sec. Fund-PF Plan – Growth<\/a><\/td>\n-4.24%<\/span><\/td>\n<\/tr>\n
Franklin India Govt.Sec. Fund-Long Term Plan – Growth<\/a><\/td>\n-4.36%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Book reviews<\/h3>\n

For the books that I read and write about, follow the tag ‘review<\/a>.’<\/p>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) +7.90% CAC(FRA) +6.20% UKX(GBR) +5.29% NKY(JPN) +4.40% SPX(USA) +1.41% MINTs JCI(IDN) +2.87% INMEX(MEX) +0.97% NGSEINDX(NGA) +6.47% XU030(TUR) +5.60% BRICS IBOV(BRA) -3.03% SHCOMP(CHN) -4.50% NIFTY(IND) -0.47% INDEXCF(RUS) +6.07% TOP40(ZAF) +0.48% Commodities Energy RBOB Gasoline +12.95% Brent Crude Oil +13.19% Ethanol -2.07% Natural Gas +11.93% WTI Crude Oil +9.49% Heating Oil +10.74% Metals Gold … <\/p>\n","protected":false},"author":2,"featured_media":2058271,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[1881],"class_list":["post-2058261","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-your-money","tag-monthly","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2058261","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=2058261"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2058261\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media\/2058271"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2058261"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2058261"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2058261"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}