Is it possible to maximize the performance using a combination of fundamental metrics that enables a better selection and higher returns? What fundamentals are most rewarding in this more challenging market?
The Trendrating solution offers valuable insights to fundamental investors in their stock selection and portfolio construction processes.
A safe multi-year test allows analyzing and comparing the returns from different fundamental parameters.
The ability to select and combine different rules empowers investors to create, validate and document the best strategies.
ways to leverage your skills and maximize your performance.
the rules and the parameters as you like.
your enhanced strategies.
with solid evidence.
Access all available market intelligence that can give you extra ammunitions to handle the new market cycle. We offer a proven methodology to rate price trends.
Discriminating across trends and validating the actual price action can boost any investment strategy. Conventional data and tools overlook recognizing and filtering trends and miss profiting from the dispersion implicit in any selected list of stocks, whatever the investment approach.
At Trendrating we realize that professional investors deserve better content and leading-edge market intelligence to compete in a more challenging market. Our focus is on helping our clients to profit from performance dispersion.
This is what our trend discovery model offers. The focus is on measuring and respecting price action and discriminating between bull and bear trends. Our multi-factor pattern recognition model is designed to decipher the money flow in and out of stocks, and capture trends, irrespective of opinions, biases and price noise. Our data adds pragmatic, logical intelligence to gain insights on medium-term price trends. Make trends work for you.
The A and B ratings identify bull trends, while C and D ratings spot bear phases. The results are fully transparent, testable and measurable every month.
Stocks – Use the rating to measure the trend risk. Control the holdings and validate investment ideas.
A – Very Low Risk (Confirmed bull trend).
B – Low Risk (Beginning of bull trend).
C – High Risk (Inception of bear trend).
D – Very High Risk (Confirmed bear trend).
Portfolios – Measure the aggregated rating of portfolios to evaluate the allocation across trends. The lower the rating, the larger is the exposure to falling stocks and the higher is the underperformance risk.