Blog

23
Jan

WealthTech Views: Looking into 2020 with Trendrating

Interview Powered by The Wealth Mosaic With Shiv Nathwani, Senior Consultant, Client Solutions at Trendrating Better informed portfolio management decisions will harness the power of advanced analytics, alternative data and a new generation of investment tools, according to Shiv Nathwani Senior Consultant, Client Solutions at Trendrating. A combination of robust and sophisticated trend capture analytics,...
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The Science to Avoid the Losers

A large number of active equity investors tend to remain invested into stocks that after a nice rise start to drop, and the magnitude of the fall cannot be forecasted. Trendrating provides timely alerts that contribute to limit the damage. Markets Insider selected the 11 worst-performing S&P500 Stocks of 2019. Link: https://markets.businessinsider.com/news/stocks/worst-performing-stocks-equities-2019-gap-kraft-heinz-biggest-declines-2019-12-1028786786#10-alliance-data-systems2 Trendrating customers had...
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The Science to Capture the Winners

A large number of active equity investors can easily miss some of the most rewarding trends in individual stocks due to the lack of adequate models and tools. Markets Insider selected the 11 best-performing S&P500 Stocks of 2019. Link: https://markets.businessinsider.com/news/stocks/best-performing-sp-500-stocks-2019-amd-target-highest-gains-2019-12-1028786555?utm_campaign=browser_notification&utm_source=desktop#7-copart5 Once again, Trendrating customers had the opportunity to capture all of those best performing stocks...
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US Sector – Biotechnology

The below data represent a selection of some of the best performing small, mid and large caps US Biotechnology securities over the last 6 months. 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...
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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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23
Jan

WealthTech Views: Looking into 2020 with Trendrating

Interview Powered by The Wealth Mosaic With Shiv Nathwani, Senior Consultant, Client Solutions at Trendrating Better informed portfolio management decisions will harness the power of advanced analytics, alternative data and a new generation of investment tools, according to Shiv Nathwani Senior Consultant, Client Solutions at Trendrating. A combination of robust and sophisticated trend capture analytics,...
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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