Category

Commentary
The unprecedented speed of the 2020 bear market, coupled with the significant impact stemming from the selloff of ETFs and indiscriminate liquidation of stocks regardless of quality, has produced a unique, yet potentially fortuitous, situation for investors. To put things in perspective, the Dow Jones Industrial Average declined by 28.1% between 12 February and 17...
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With equity markets entering bear territory this week that witnessed losses of between -27% to -39% for key equity indexes, the rapid stock sell-off offers an interesting comparison to the bear crash of 1987. Back then, the Dow Jones Industrial Average − for example − lost -37% (from 2720 to 1700 on a closing basis),...
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With global equity markets recording a plunge of more than 10% during the week of 24 February 2020, the economic impact of the coronavirus will likely leave lasting damages for a number of equity sectors in its wake. However, other more resilient sectors may hold-up relatively well as they weather out the storm. To avoid...
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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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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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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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