{"id":2058371,"date":"2016-12-31T13:46:44","date_gmt":"2016-12-31T08:16:44","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2058371"},"modified":"2016-12-31T13:51:05","modified_gmt":"2016-12-31T08:21:05","slug":"yearly-recap-good-riddance-2016","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2016\/12\/31\/yearly-recap-good-riddance-2016\/","title":{"rendered":"Yearly Recap: Good Riddance 2016!"},"content":{"rendered":"

\"world-2015-12-31-2016-12-30\"<\/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+6.87%<\/span><\/td>\n<\/tr>\n
CAC(FRA)<\/a><\/td>\n+4.86%<\/span><\/td>\n<\/tr>\n
UKX(GBR)<\/a><\/td>\n+14.43%<\/span><\/td>\n<\/tr>\n
NKY(JPN)<\/a><\/td>\n+0.42%<\/span><\/td>\n<\/tr>\n
SPX(USA)<\/a><\/td>\n+8.93%<\/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+15.32%<\/span><\/td>\n<\/tr>\n
INMEX(MEX)<\/a><\/td>\n+7.55%<\/span><\/td>\n<\/tr>\n
NGSEINDX(NGA)<\/a><\/td>\n-6.17%<\/span><\/td>\n<\/tr>\n
XU030(TUR)<\/a><\/td>\n+9.23%<\/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
IBOV(BRA)<\/a><\/td>\n+38.93%<\/span><\/td>\n<\/tr>\n
SHCOMP(CHN)<\/a><\/td>\n-12.31%<\/span><\/td>\n<\/tr>\n
NIFTY(IND)<\/a><\/td>\n+3.01%<\/span><\/td>\n<\/tr>\n
INDEXCF(RUS)<\/a><\/td>\n+26.76%<\/span><\/td>\n<\/tr>\n
TOP40(ZAF)<\/a><\/td>\n-4.14%<\/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+50.36%<\/span><\/td>\n<\/tr>\n
Ethanol<\/td>\n+14.71%<\/span><\/td>\n<\/tr>\n
Natural Gas<\/td>\n+59.73%<\/span><\/td>\n<\/tr>\n
WTI Crude Oil<\/td>\n+43.59%<\/span><\/td>\n<\/tr>\n
RBOB Gasoline<\/td>\n+31.72%<\/span><\/td>\n<\/tr>\n
Heating Oil<\/td>\n+53.94%<\/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+8.52%<\/span><\/td>\n<\/tr>\n
Palladium<\/td>\n+20.96%<\/span><\/td>\n<\/tr>\n
Platinum<\/td>\n+4.23%<\/span><\/td>\n<\/tr>\n
Silver 5000oz<\/td>\n+15.22%<\/span><\/td>\n<\/tr>\n
Copper<\/td>\n+17.37%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div>\n
\n

Currencies<\/h3>\n

USDEUR<\/a>:+3.39% <\/span> USDJPY<\/a>:-2.69% <\/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-2.28%<\/span><\/td>\n<\/tr>\n
USDMXN(MEX)<\/a><\/td>\n+20.35%<\/span><\/td>\n<\/tr>\n
USDNGN(NGA)<\/a><\/td>\n+58.22%<\/span><\/td>\n<\/tr>\n
USDTRY(TUR)<\/a><\/td>\n+20.84%<\/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-17.81%<\/span><\/td>\n<\/tr>\n
USDCNY(CHN)<\/a><\/td>\n+6.95%<\/span><\/td>\n<\/tr>\n
USDINR(IND)<\/a><\/td>\n+2.68%<\/span><\/td>\n<\/tr>\n
USDRUB(RUS)<\/a><\/td>\n-15.62%<\/span><\/td>\n<\/tr>\n
USDZAR(ZAF)<\/a><\/td>\n-11.23%<\/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+8.62%<\/span><\/td>\n<\/tr>\n
Lumber<\/td>\n+22.21%<\/span><\/td>\n<\/tr>\n
Soybean Meal<\/td>\n+18.45%<\/span><\/td>\n<\/tr>\n
Soybeans<\/td>\n+14.50%<\/span><\/td>\n<\/tr>\n
Corn<\/td>\n-2.02%<\/span><\/td>\n<\/tr>\n
Lean Hogs<\/td>\n+10.35%<\/span><\/td>\n<\/tr>\n
Orange Juice<\/td>\n+40.79%<\/span><\/td>\n<\/tr>\n
Sugar #11<\/td>\n+29.06%<\/span><\/td>\n<\/tr>\n
Wheat<\/td>\n-13.17%<\/span><\/td>\n<\/tr>\n
White Sugar<\/td>\n+23.43%<\/span><\/td>\n<\/tr>\n
Cattle<\/td>\n-14.59%<\/span><\/td>\n<\/tr>\n
Cocoa<\/td>\n-22.96%<\/span><\/td>\n<\/tr>\n
Cotton<\/td>\n+11.41%<\/span><\/td>\n<\/tr>\n
Feeder Cattle<\/td>\n-21.62%<\/span><\/td>\n<\/tr>\n
Coffee (Robusta)<\/td>\n+44.77%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

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

\"global-etf-performance-2015-12-31-2016-12-30\"<\/p>\n

Nifty Heatmap<\/h3>\n

\"nifty-50-2015-12-31-2016-12-30\"<\/p>\n

Index Returns<\/h3>\n

\"index-performance-2015-12-31-2016-12-30\"
\nMore: Sector Dashboard<\/a><\/i><\/small><\/p>\n

ETF Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n
CPSEETF<\/a><\/td>\n+17.50%<\/span><\/td>\n<\/tr>\n
GOLDBEES<\/a><\/td>\n+12.52%<\/span><\/td>\n<\/tr>\n
BANKBEES<\/a><\/td>\n+7.74%<\/span><\/td>\n<\/tr>\n
JUNIORBEES<\/a><\/td>\n+7.45%<\/span><\/td>\n<\/tr>\n
NIFTYBEES<\/a><\/td>\n+3.97%<\/span><\/td>\n<\/tr>\n
PSUBNKBEES<\/a><\/td>\n+3.69%<\/span><\/td>\n<\/tr>\n
INFRABEES<\/a><\/td>\n-1.97%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nPublic sector and gold out-performed. Enough said.\n<\/div>\n<\/div>\n

Yield Curve<\/h3>\n

\"yieldcurve-2015-12-31-2016-12-30\"<\/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-1.08<\/span><\/td>\n+10.74%<\/span><\/td>\n<\/tr>\n
5 10<\/td>\n-1.16<\/span><\/td>\n+14.34%<\/span><\/td>\n<\/tr>\n
10 15<\/td>\n-1.04<\/span><\/td>\n+15.88%<\/span><\/td>\n<\/tr>\n
15 20<\/td>\n-1.00<\/span><\/td>\n+17.91%<\/span><\/td>\n<\/tr>\n
20 30<\/td>\n-0.89<\/span><\/td>\n+18.62%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
\nLong end of the curve had a tremendous run this year…\n<\/div>\n<\/div>\n

Investment Theme Performance<\/h3>\n
\n
\n\n\n\n\n\n\n\n\n\n\n
Enterprise Yield<\/a><\/td>\n+23.38%<\/span><\/td>\n<\/tr>\n
Acceleration<\/a><\/td>\n+13.78%<\/span><\/td>\n<\/tr>\n
Magic Formula<\/a><\/td>\n+12.97%<\/span><\/td>\n<\/tr>\n
Balance Sheet Strength<\/a><\/td>\n+4.00%<\/span><\/td>\n<\/tr>\n
HighIR Momentum<\/a><\/td>\n-2.17%<\/span><\/td>\n<\/tr>\n
Quality to Price<\/a><\/td>\n-3.50%<\/span><\/td>\n<\/tr>\n
Financial Strength Value<\/a><\/td>\n-4.20%<\/span><\/td>\n<\/tr>\n
Velocity<\/a><\/td>\n-11.50%<\/span><\/td>\n<\/tr>\n
Momentum<\/a><\/td>\n-14.84%<\/span><\/td>\n<\/tr>\n<\/table>\n<\/div>\n
\nEquity strategies were red for the most part…\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
SBI Magnum COMMA Fund – REGULAR PLAN – Growth<\/a><\/td>\n+32.25%<\/span><\/td>\n<\/tr>\n
Sundaram Rural India Fund Growth<\/a><\/td>\n+21.12%<\/span><\/td>\n<\/tr>\n
Religare Invesco PSU Equity Fund – Growth<\/a><\/td>\n+17.94%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Dynamic Asset Allocation Fund – Regular Plan – Growth Option<\/a><\/td>\n+16.31%<\/span><\/td>\n<\/tr>\n
SBI PSU Fund – REGULAR PLAN -Growth<\/a><\/td>\n+16.23%<\/span><\/td>\n<\/tr>\n
Tata Equity P\/E Fund Regular Plan -(Growth Option)<\/a><\/td>\n+16.18%<\/span><\/td>\n<\/tr>\n
Birla Sun Life Equity Fund – Growth – Regular Plan<\/a><\/td>\n+15.21%<\/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
ICICI Prudential Exports and Other Services Fund – Regular Plan – Growth<\/a><\/td>\n-4.41%<\/span><\/td>\n<\/tr>\n
Baroda Pioneer PSU Equity Fund- Plan A – Growth Option<\/a><\/td>\n-4.50%<\/span><\/td>\n<\/tr>\n
BNP PARIBAS Equity Fund-Growth Option<\/a><\/td>\n-5.50%<\/span><\/td>\n<\/tr>\n
Tata Ethical Fund Regular Plan – Growth<\/a><\/td>\n-5.62%<\/span><\/td>\n<\/tr>\n
BNP Paribas Long Term Equity Fund – Growth Option<\/a><\/td>\n-6.62%<\/span><\/td>\n<\/tr>\n
Reliance Equity Opportunities Fund-Growth Plan-Growth Option<\/a><\/td>\n-6.67%<\/span><\/td>\n<\/tr>\n
Mirae Asset China Advantage Fund – Regular Plan Growth Option<\/a><\/td>\n-7.57%<\/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
ICICI Prudential Long Term Gilt Fund – Regular Plan – Growth<\/a><\/td>\n+18.17%<\/span><\/td>\n<\/tr>\n
Canara Robeco Gilt PGS – Regular Plan – Growth<\/a><\/td>\n+18.02%<\/span><\/td>\n<\/tr>\n
JM G-Sec Fund – Growth Option<\/a><\/td>\n+17.57%<\/span><\/td>\n<\/tr>\n
Reliance Gilt Securities Fund -Growth Plan – Growth Option<\/a><\/td>\n+16.98%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Long Term – Regular Plan – Growth<\/a><\/td>\n+16.86%<\/span><\/td>\n<\/tr>\n
ICICI Prudential Long Term Plan – Premium Growth Option<\/a><\/td>\n+16.86%<\/span><\/td>\n<\/tr>\n
L&T Gilt Fund-Growth<\/a><\/td>\n+16.79%<\/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
Indiabulls Income Fund – Regular Plan – Growth Option<\/a><\/td>\n+9.50%<\/span><\/td>\n<\/tr>\n
Kotak Corporate Bond Fund- Standard Plan-Growth Option<\/a><\/td>\n+9.37%<\/span><\/td>\n<\/tr>\n
Sundaram Banking & PSU Debt Fund – Regular Growth<\/a><\/td>\n+9.36%<\/span><\/td>\n<\/tr>\n
IIFL Dynamic Bond Fund – Regular Plan – Growth Option<\/a><\/td>\n+7.83%<\/span><\/td>\n<\/tr>\n
Religare Invesco Bank Debt Fund – Growth Option<\/a><\/td>\n+7.41%<\/span><\/td>\n<\/tr>\n
Taurus Dynamic Income Fund – Growth Option<\/a><\/td>\n+7.25%<\/span><\/td>\n<\/tr>\n
JM Income Fund – Growth Option<\/a><\/td>\n+7.18%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n

Institutional flows<\/h3>\n

Keep those SIPs going, your country needs you!<\/p>\n

\"dii-investments-2014-01-01-2016-12-30\"<\/p>\n

\"fii-investments-2014-01-01-2016-12-30\"<\/p>\n

Good luck for the new year!<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Equities Major DAX(DEU) +6.87% CAC(FRA) +4.86% UKX(GBR) +14.43% NKY(JPN) +0.42% SPX(USA) +8.93% MINTs JCI(IDN) +15.32% INMEX(MEX) +7.55% NGSEINDX(NGA) -6.17% XU030(TUR) +9.23% BRICS IBOV(BRA) +38.93% SHCOMP(CHN) -12.31% NIFTY(IND) +3.01% INDEXCF(RUS) +26.76% TOP40(ZAF) -4.14% Commodities Energy Brent Crude Oil +50.36% Ethanol +14.71% Natural Gas +59.73% WTI Crude Oil +43.59% RBOB Gasoline +31.72% Heating Oil +53.94% Metals Gold … <\/p>\n","protected":false},"author":2,"featured_media":2058372,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[3631],"class_list":["post-2058371","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-your-money","tag-annual","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2058371","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=2058371"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2058371\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media\/2058372"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2058371"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2058371"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2058371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}