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Commentary
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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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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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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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Trendrating VP of Sales – Wealth Management, Dan Brady, CFA presented to Morgan Stanley’s elite PMI Group at their annual conference in Hilton Head, SC today. Dan put forth compelling evidence that shows that Momentum Investing, if followed with discipline, using proper tools such as Trendrating, typically outperforms all other Factors from a Risk/Return profile....
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Dan Brady, CFA, is a Senior Sales Executive at Trendrating who manages relationships with clients at Morgan Stanley, UBS and Wells Fargo to name a few. Dan explains to Money Life Show, Chuck Jaffe, how to best implement Trendrating to spot and participate in the strongest trends while avoiding the weakest ones.
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For the first two weeks of 2019, U.S.-listed ETFs experienced asset growth of over $15 billion, adding to a near record $315 billion during 2018. The amazing, almost uninterrupted bull market in stocks from 2009 to mid-2018 helped launch hundreds of new passive strategies, but results show that handily beating an index even during up...
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In 2018 the S&P 500 recorded a loss of 6.24%. But price trend dispersion was vast as usual. Capturing medium-to-long term trends is the essence of successful investing. The top 100 performing stocks posted an average gain of 16.32% for the year. While the bottom 100 performers generated an average loss of 36.25%. C and...
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In examining the 10 worst performing S&P 500 stocks using Trendrating’s unique analytics, you would have been protected from 86.56% of the losses these stocks incurred by the end of the year. Click here to learn more about Momentum Analytics Click here for full report
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• DWA issued significantly more buy and sell signals through the year • In the 20 stocks analyzed, Trendrating resulted in a higher ending value 80% of the time (1 was a tie) • Both models would have protected against significant losses for the bottom 10 stocks • Trendrating captured 33% more upside than Dorsey...
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Whether you invest in Fixed Income or not, the point here is that Trendrating began issuing dozens of downgrades to "C" and "D" as far back as last June, picking up steam at the start of Q4.
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