Blog

27
Nov

Gold Rush

The below data represent a selection of some of the best performing mid and large caps mining securities. All these stocks received a positive rating (A) or (B) by Trendrating Trend Capture Model, pointing to a bull trend. Once again Trendrating was able to capture the upwards price move well on time. Gold +20.05% since...
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Portfolio Analytics: Gain a New Perspective on Trends

Trendrating provides “Trend-Capture” technology to over 100 institutions and premier partners worldwide, adding objective discipline to Portfolio Management. THE BACKGROUND Recent studies highlight that over 80% of active managers in most regions have underperformed their benchmark over long-term time horizons. (Spiva Statistics, December 2018) Portfolio Management is becoming more complex and challenging. Security price action...
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Emerging Markets: Opportunities or Threats?!

Below there is a selection of Brazilian stocks that recorded a robust gain after being recently upgraded to an (A) rating. Emerging Markets – Brazil – 6 Common Stocks – Small and Mid Caps Graphs Powered by Trendrating
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Recent Downgrades – US

Below there is a selected list of US stocks (mid cap and large cap) that after recording robust gains over the last 12 months have been recently downgraded to a (C) rating by Trendrating, pointing to an opportunity to take some profits. Stocks List Graphs
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Trendrating: Elevating Investment Performance

“Our mission is to help fund managers fight back and to prove to clients that they can outperform passive management strategies”. Said Rocco Pellegrinelli, Founder, CEO at Trendrating Read the full article! Source: Capital Markets CIO Outlook – By Andy White – September 30, 2019
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Portfolio Level Trend Capture Rating – For Wealth Managers

Actionable ratings to enhance performance and reduce portfolio risk Wealth managers can now run aggregated portfolio analysis and immediately optimize strategies by limiting the exposure in underperforming stocks and ETFs. Portfolio managers typically use a common set of metrics to measure the aggregated risk-return profile of their holdings. This can include volatility, tracking error, Sharpe...
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Accurate Trend Capture Framework vs. Inaccurate Predictive Modelling

Investors frequently exhibit the tendency to build or buy models/data sets that they believe can predict price action, but our assertion is that this is a false dream unsupported by facts. However, Trend capture is pragmatic, agnostic, and even cynical, that implies security selection via Trend analysis is opportunistic and bias-free. The focus on predictive...
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Gaining An Investment Edge With Alternative Data In A Changing Market Data Landscape – Trendrating

SEPTEMBER 25, 2019 – The market-data industry is going through unprecedented change.  Irrespective of whether you are a classic information vendor, a trading venue, a broker or a niche information provider, this change will affect your business. New technologies, new business models and regulation are some of the disruptive forces at work. Market data consumption...
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Trendrating Announces Version 2.1 with Advanced Portfolio Analysis and Reporting Capabilities

LUGANO, SWITZERLAND – Trendrating, a global leader in cutting edge “trend capture” technology, today announced the release of version 2.1 of its performance management platform. This updated version of Trendrating makes it possible for portfolio managers to extract greater value from the web platform to easily identify more opportunities and avoid risk without changing their...
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Active Managers Can Beat Their Benchmarks

Equity markets exhibit significant return dispersion in all phases and Trendrating’s assertion is that this cross-sectional dispersion in returns makes a compelling case in support of active management, as the opportunity to outperform underlying benchmarks is real. The growing disconnects between security fundamentals and the ensuing price development is creating significant challenges for stock selection...
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27
Nov

Gold Rush

The below data represent a selection of some of the best performing mid and large caps mining securities. All these stocks received a positive rating (A) or (B) by Trendrating Trend Capture Model, pointing to a bull trend. Once again Trendrating was able to capture the upwards price move well on time. Gold +20.05% since...
Read More
19
Sep

Bottom Picking

Investment Ideas: The graphs below are a selection of stocks that have been recently upgraded (A and B ratings) by Trendrating Trend Capture Model, after recording substantial losses during the last 12 months. Therefore these stocks may represent interesting bottom picking opportunities. Last 12 months performance (-30.74%) Last 12 months performance (-37.87%) Last 12 months...
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16
Sep

BONDS – Capturing the remarkable Trend

The list below is a selection of some Bonds related ETF’s. All these ETFs received a positive rating (A) or (B) by Trendrating well in time to profit from the bull trend of the last few months. Click HERE for the full report! Trendrating – delivering alpha. Measurable. Actionable. Repeatable.
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25
Jun

New Version of Performance Management Platform with Enhanced Portfolio Risk Monitoring Capabilities

Trendrating, a global leader in cutting edge “trend capture” technology, today announced the release of version 2.0 of its performance management platform. Key features include systematic portfolio monitoring and enhanced ranking capabilities on large universes of securities. These major updates will help portfolio managers, wealth managers and advisors to facilitate the systematic monitoring of emerging...
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10
May

Trendrating Best European Stock Trends of 2019

This report highlights some of the strongest trending European stocks this year since receiving a positive rating grade (B) or (A) at the beginning of 2019.
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09
May

Best US Stock Trends of 2019 by Trendrating

This report is a selection of some of the best investment opportunities of the last 3 months. All these stocks received a positive rating (B) or (A) at the beginning of 2019.
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01
May

May 2019 US Sector Allocations

The Trendrating model has been over 70% accurate at identifying the sectors likely to outperform over the subsequent month. Tests run since 1999, using this approach resulted in 93 bps of annualized alpha through sector selection alone. Within the report we have paired each sector with the respective SPDR ETF.
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30
Apr

European Stocks – Recent Upgrades & Downgrades

This Trendrating report highlights European stocks that have been upgraded to A or B or downgraded to C or D over the last 20 days. Trendrating helps boost investment performance while managing risk control. 
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26
Apr

US Stocks Recent Upgrades & Downgrades

This Trendrating report highlights stocks that have been upgraded to A or B or downgraded to C or D over the last 20 days. Trendrating helps boost investment performance while managing risk control. 
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