Portfolio Sentinel (PLUS)

Available on Bloomberg App Portal

The foundation of successful equity investing is capturing the key price trends. It is difficult to perform without a sense and a respect for actual trends, irrespective of other metrics, opinions and market noise. Trendrating makes easier to profit from price trends across stocks. Trendrating invented a way to rate trends, measuring the direction and quality of the actual price trends with a time horizon of 6-to-18 months. The methodology is designed to capture the big money flow in and out of securities, identifying the beginning of trends earlier than old school tools while filtering out price noise and short term volatility. Our model offers a unique rating of trends where A and B indicate a bull trend and C and D mark bear moves. We provide a unique edge where A and B rated stocks on average outperform those rated C and D. The solution is a powerful complement to the existing analytical process of active equity portfolio managers.

Help & Frequently Asked Questions

Trendrating Portfolio Sentinel (PLUS) Demo Session:

Trendrating Portfolio Sentinel Features:

TRENDRATING PORTFOLIO SENTINEL

(PLUS) – PORTFOLIO LONG UPGRADING SENTINEL

Use the app from Trendrating to rate and assess individual stock trends, validate holdings, be alerted on trend reversals via rating changes, perform a sanity check on portfolios and simulate reallocations to improve returns and reduce risks. Objectively measuring trends can easily enhance any investment strategy by supporting a more intelligent synch with trend developments. A better sense and respect of trends can easily improve investment returns. Make trends work for you. Advanced analytics to gain mission critical markets intelligence.

TREND CAPTURE RATING (TCR)

On the top left the Trend Capture Rating (TCR) of the portfolio provides the measure of the aggregated portfolio exposure to stocks in bull trends vs. securities in a bear phase. This is an important metric to control risks, as the lower is the TCR the bigger the risk to underperform. Any portfolio with a rating lower than B+ should require to consider changes in the holdings structure.  

DISTRIBUTION BY RATING

On the top right it is visible the percentage distribution of all the holdings across the 4 grades of rating.

The lower the total exposure to stocks rated C and D the better for the expected returns.

RATING CHANGES – ALERTS ON INDIVIDUAL HOLDINGS

Monitor the list of rating changes. Alerts on downgrades and upgrades are available for different time frames – today, last week, last month, last 3 months.

Stocks that have been recently downgraded have a high probability to continue to fall in price, therefore a switch with positively rated issues can be considered.

BREAKDOWN OF RATING BY MARKETS, SECTORS, INDUSTRIES

Here it is possible to quickly identify the pockets of weakness in the portfolio across the stocks aggregated by market and sector exposure.

The rating presented is the aggregated and weighted rating of the stocks held in the portfolio.

A rating below B+ captures the fact that the stocks selected in the specific market or sector have a relevant component of stocks trending down.

Better picks are probably available in the peers list.

EVENTS – RATING CHANGES BY MARKET, SECTOR

This matrix displays the rating changes of the combined holdings by market and sectors. It displays the current rating and enables the quick identification of recent downgrades and upgrades for the last day, week and month. Another quick view to spot the areas of risk, candidate to be improved via a change in the stock selection.

DETAILED LIST OF HOLDINGS

The tab holdings exposes the list of all the stocks in the portfolio with details on rating and performance. Right click – options – to access terminal functions related to the security. (example: chart)

SIMULATE AND INCREASE THE PORTFOLIO RETURN POTENTIAL

The goal of the simulation is to facilitate the replacement of negatively rated holdings with alternative stocks rated A, and improve the return/risk profile of the portfolio.

Raising the overall portfolio rating can increase the expected returns and reduce the risks to underperform.

Whatever is your investment approach – Make Trends Work For You

Rating trends is a must have to capture the money flow and profit from performance dispersion

The impact is fully measurable – Test it yourself in real time and see Trendrating Portfolio Sentinel at work

APPS – PLUS – GO

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