Trendrating Reports

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958.8 KB

Trendrating Thematic Report: Swiss Markets ( Winners and Losers )

November 12, 2018

As of today the SPI Index is slightly below the level of January 1, 2018. However, the dispersion of performance across stocks proved to be substantial. This has been a very selective year for stock picking. Below we display charts of some of the top winners and top losers. The average return for the top 15 performers has been around +17%. On the other hand, the bottom 15 performers posted an average loss of -26%. Trendrating is designed to help portfolio managers to rate the winners and the losers in time in order to more effectively capture trends.

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628.4 KB

Trendrating US Potential Winners and Losers

November 12, 2018

Potential Winners and Losers in the US Market. Chances are 2018 will be a year where intelligent stock picking can make a difference. As stock indices have lost the momentum that was recorded in 2017, we expect to see a strong distribution of performance. This brings a significant opportunity to outperform benchmarks using a selection process that can capture specific trends of individual stocks. This report is published weekly by Trendrating and offers a selection of future potential winners and losers. The winners are stocks that have been upgraded to A or B. The losers are securities that have been downgraded to C or D. The upgrades and downgrades have been generated by Trendrating over the last 20 days. The full list of upgrades and downgrades is available in the Trendrating Platform. We trust this report can help both in terms of returns enhancement and risk control.

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503.6 KB

Trendrating EU Potential Winners and Losers

November 12, 2018

Potential Winners and Losers in the EU Market. Chances are 2018 will be a year where intelligent stock picking can make a difference. As stock indices have lost the momentum that was recorded in 2017, we expect to see a strong distribution of performance. This brings a significant opportunity to outperform benchmarks using a selection process that can capture specific trends of individual stocks. This report is published weekly by Trendrating and offers a selection of future potential winners and losers. The winners are stocks that have been upgraded to A or B. The losers are securities that have been downgraded to C or D. The upgrades and downgrades have been generated by Trendrating over the last 20 days. The full list of upgrades and downgrades is available in the Trendrating Platform. We trust this report can help both in terms of returns enhancement and risk control.

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807.9 KB

Trendrating US market analysis – November 2018

November 6, 2018

MOMENTUM ENVIRONMENT Stable. Overall weighted US market momentum is B-. Momentum Deterioration across most of the Sectors. Utilities shows the largest percentage of A and B Rating.

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666.0 KB

Trendrating US Potential Winners and Losers

November 5, 2018

Potential Winners and Losers in the US Market. Chances are 2018 will be a year where intelligent stock picking can make a difference. As stock indices have lost the momentum that was recorded in 2017, we expect to see a strong distribution of performance. This brings a significant opportunity to outperform benchmarks using a selection process that can capture specific trends of individual stocks. This report is published weekly by Trendrating and offers a selection of future potential winners and losers. The winners are stocks that have been upgraded to A or B. The losers are securities that have been downgraded to C or D. The upgrades and downgrades have been generated by Trendrating over the last 20 days. The full list of upgrades and downgrades is available in the Trendrating Platform. We trust this report can help both in terms of returns enhancement and risk control.

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532.8 KB

Trendrating EU Potential Winners and Losers

November 5, 2018

Potential Winners and Losers in the EU Market. Chances are 2018 will be a year where intelligent stock picking can make a difference. As stock indices have lost the momentum that was recorded in 2017, we expect to see a strong distribution of performance. This brings a significant opportunity to outperform benchmarks using a selection process that can capture specific trends of individual stocks. This report is published weekly by Trendrating and offers a selection of future potential winners and losers. The winners are stocks that have been upgraded to A or B. The losers are securities that have been downgraded to C or D. The upgrades and downgrades have been generated by Trendrating over the last 20 days. The full list of upgrades and downgrades is available in the Trendrating Platform. We trust this report can help both in terms of returns enhancement and risk control.

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261.6 KB

Trendrating ETFs analysis - October 2018

October 30, 2018

MOMENTUM ENVIRONMENT Negative outlook over the week! Downgrades continue at a fast pace in Equity ETFs.

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472.6 KB

Trendrating US Potential Winners and Losers

October 29, 2018

Potential Winners and Losers in the US Market Chances are 2018 will be a year where intelligent stock picking can make a difference. As stock indices have lost the momentum that was recorded in 2017, we expect to see a strong distribution of performance. This brings a significant opportunity to outperform benchmarks using a selection process that can capture specific trends of individual stocks. This report is published weekly by Trendrating and offers a selection of future potential winners and losers. The winners are stocks that have been upgraded to A or B. The losers are securities that have been downgraded to C or D. The upgrades and downgrades have been generated by Trendrating over the last 20 days. The full list of upgrades and downgrades is available in the Trendrating Platform. We trust this report can help both in terms of returns enhancement and risk control.

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859.0 KB

Trendrating Thematic Report: 2018 – A Year for Proven, Effective Risk Control

October 25, 2018

They say that a picture is worth a thousand words. So with the desire to document how Trendrating was effective in capturing 2018 negative trends across different markets we preferred to let the charts show the facts. As our customers know, the rating C signals the beginning of a bear trend and the rating D is a confirmation. By tracking the negative downgrades our active users had the opportunity to consider in time risk management actions to protect past profits.

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479.1 KB

Trendrating Thematic Report: Oil Stocks

October 24, 2018

The price of Crude Oil is up 43% since rated A from Trendrating. The trend of many Oil related stocks continues to be strong.

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385.1 KB

Trendrating Thematic Report: Markets

October 23, 2018

The functionality “MARKETS” available in Trendrating is designed to track the evolution of trends more effectively than just by observing indices. Most indices are Market Cap weighted and therefore the price action of a few Mega and Large Cap stocks may distort an objective reading of the broad market trend. In the “MARKETS” functionality we measure and track the percentage of stocks trending up (A and B rated) vs. the percentage of stocks trending down (C and D rated). This metric is equal weighted for all the stocks in the database and provides a more neutral analysis of the overall market trend evolution. Bull markets are characterized by a percentage of As and Bs well above 60%. When this metric goes below 60% it usually marks the confirmation of a Bearish phase. Our customers can monitor the development of these aggregated data to spot in advance relevant changes in market trends.

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535.5 KB

Trendrating US Potential Winners and Losers

October 23, 2018

Potential Winners and Losers in the US Market. Chances are 2018 will be a year where intelligent stock picking can make a difference. As stock indices have lost the momentum that was recorded in 2017, we expect to see a strong distribution of performance. This brings a significant opportunity to outperform benchmarks using a selection process that can capture specific trends of individual stocks. This report is published weekly by Trendrating and offers a selection of future potential winners and losers. The winners are stocks that have been upgraded to A or B. The losers are securities that have been downgraded to C or D. The upgrades and downgrades have been generated by Trendrating over the last 20 days. The full list of upgrades and downgrades is available in the Trendrating Platform. We trust this report can help both in terms of returns enhancement and risk control.

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