Ranking T-Advisor: The best stocks and funds in July

What stocks and funds were the best in July? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in July were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Softship

10

213.77%

59.77%

-7.31%

Deutsche Boerse
Lingotes Especiales

10

86.07%

36.82%

-5.66%

Madrid
Albis Leasing

10

84.68%

48.15%

-10.53%

Deutsche Boerse
Adidas

10

56.32%

27.00%

-5.67%

Xetra
Grammer

10

51.95%

50.70%

-12.14%

Deutsche Boerse

USA-CANADA

Silver Weathon

10

106.51%

42.56%

-8.21%

Toronto
Mag Silver Corp.

10

106.45%

43.91%

-10.62%

Toronto
Silicon Motion Tech.

10

67.76%

33.09%

-8.32%

Nasdaq
Drew Industries

10

52.06%

27.01%

-6.07%

NYSE
Worthington Ind.

10

48.97%

33.63%

-7.97%

NYSE

ASIA-PACIFIC

Resolute Mining

10

480.00%

76.49%

-16.75%

Australia
Saracen Mineral

10

159.84%

43.56%

-7.05%

Australia
St. Barbara

10

100.00%

 66.26%

-13.52%

Australia
Orocobre

10

85.22%

59.99%

-9.48%

Australia
Manaccom Corp.

10

70.59%

43.98%

-6.83%

Australia

LATAM

Multifoods

10

164.50%

48.09%

-7.42%

Santiago de Chile
Embonor

10

38.63%

26.86%

-5.60%

Santiago de Chile
Graña y Montero

9.92

165.48%

72.85%

-11.73%

Lima
Parque Arauco

9.87

27.07%

18.65%

-4.34%

Santiago de Chile
Empresas Hites

9.86

37.80%

28.56%

-5.93%

Santiago de Chile

The best funds in July were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

TEMPLETON THAILAND FUND A(ACC) SGD

9.60

19.55%

13.17%

-2.67%

Franklin Templeton
FF-ASIAN AGGRESSIVE Y

9.54

18.16%

20.41%

-5.56%

Fidelity
JPMORGAN FUNDS – GLOBAL REAL ESTATE SECURITIES FUND

9.25

10.74%

16.13%

-4.45%

JP Morgan
FF-GLOBAL TECHNOLOGY Y

9.17

6.20%

22.73%

-6.33%

Fidelity
INVESCO US STRUCTURED EQUITY FUND [LUX] I

9.09

9.39%

14.34%

-3.92%

Invesco

FIXED INCOME

AXA WF GLOBAL AGGREGATE BONDS J CAP JPY HEDGED JPY

9.40

5.27%

2.34%

-0.52%

AXA
AXA WF GLOBAL EM MARKETS BONDS I CAP USD USD

9.09

12.24%

5.58%

-1.20%

AXA
AB GL2 AUD BD A2C

8.94

6.15%

4.04%

-0.99%

Aberdeen
AV I LG EU BD — SHS -A- — CAPITALISATION

8.94

14.49%

11.18%

-3.22%

Aviva
AVIVA FUNDS – LONG TERM EUROPEAN BOND FUND P1 CAP

8.92

12.68%

14.86%

-2.33%

Aviva

 

Weekly market opportunities in T-Advisor: the best on July, 25th

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Prosegur (Madrid). The largest security company in Spain, with business in Europe, Latin America, Asia and Australia.

Prosegur main figures in T-Advisor

Prosegur chart in T-Advisor

AMERICAS

  • NBT Bancorp (Nasdaq). A financial services holding that manages two companies: NBT Bank and NBT Financial Services.

NBT Bancorp main figures in T-Advisor

NBT Bancorp chart in T-Advisor

ASIA-PACIFIC

  • Shanghai Petrochemical (Hong Kong). A subsidiary of the Chinese oil company Sinopec focused on the production of plastics and other petrochemical products.

Shanghai Petrochemical main figures in T-Advisor

Shanghai Petrochemical chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

Spain: investors are waiting for a new government

Why is the Spanish stock exchange one of the weakest when the economy is showing one of the highest growths in the European Union? If we see the evolution of the benchmark Ibex 35, we will notice a clear change since the beginning of 2015.

Ibex 35 evolution in the last five years

There was a continuous growth since the turmoil in 2012, when many investors bet for a bankruptcy of the fourth largest EU economy. This situation would have been very risky for the whole EU and the solution came finally with a banking bailout of 40,000 million euros.

Spain was very dependent economically from tourism and building. The crash of the building sector and the global crisis that affected the tourist sector were painful for both growth and employment. The recession took the unemployment rate over 24%. What is the current situation? GDP growth around 3.2% in 2015 and unemployment around 20%, but while the tourist sector is again flourishing (partly, because of the political crisis in the south bank of the Mediterranean Sea), the building sector disappeared and the country didn’t move to any alternative economic sector.

The current decrease begun in January 2015, when the business and consumer confidences fell and the stock exchange went down. Behind these trends, there were two factors: the possible political instability due to the appearance of new parties (particularly, the populist left-wing Podemos, which became very strong in the surveys) and the economic unbalances in the country (debt near 100% of the GDP, high budget deficit, weakening of the Social Security, trade deficit).

The failure of the politicians to create a government after the election on last December didn’t help to take decisions to reverse a possible stop in the economic improvement. The repetition of the election in June resulted similar, because the scenario is not clearer. The weak victory of the right-wing Partido Popular seems to be the beginning of a period of long negotiations to pass bills and budgets.

Our global trend chart of Spain shows the evolution of the last 12 months. It is easy to perceive that the Spanish market had low opportunities to invest. The Brexit also operate negatively.

Global trend evolution of the stock market in Spain

What can investors expect for the next months? It depends on the speed to compose a new government and the decisions that it takes. If the decisions agree what the markets expect (budgetary control, spending cuts), the exchange will possibly experience a relief and more opportunities will surge to invest.

Weekly market opportunities in T-Advisor: the best on July, 18th

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Conwert Immobilien (Vienna). An integrated property group focusing on residential properties and apartment buildings in Germany and Austria.

Conwert Immobilien main figures in T-Advisor

Conwert Immobilien chart in T-Advisor

AMERICAS

  • Grupo Carso (Mexico). One of the largest Latam conglomerates owned by Carlos Slim that includes interests in industrial, commercial, infrastructure and telecommunication companies.

Grupo Carso main figures in T-Advisor

Grupo Carso chart in T-Advisor

ASIA-PACIFIC

  • CSR (Australia). A building products provider for residential and commercial construction.

CSR main figures in T-Advisor

CSR chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

Active and passive management: an endless discussion

Passive management categories in T-Advisor

The boom of ETF in the investment landscape as a new kind of asset opened the endless discussion about active and passive management. First of all, what do we mean when we speak about both ideas?

Traditionally, the active approach means that a fund manager or a team design a specific fund or portfolio composed by a basket of assets. These assets are selected by the product profile (different kind of risk, asset categories or market). Then, the manager tries to beat a specific index or benchmark. The task is hard, because the manager has to deal with a lot of information related to companies, markets, policies and general trends. To attempt to outperform, the manager buys and sells regularly to improve the results.

On the contrary, the passive approach creates a portfolio or fund that copies the same structure as a specific index. That means that the result is narrowly linked with the index. Instead of outperform, the passive management obtains the same returns as the benchmark. The task of the manager is quite lighter, because he only adjusts the portfolio every certain time depending the changes in the index composition.

The question is: what is better? A usual pitch explained by passive management supporters is that active managers have a low rate of success outperforming the market, which is actually true, if we see some statistics. Usually, ETFs even beat the active manage funds. Other arguments are related to the costs: while passive management has low fees, active management costs quite more, because there is a human group behind the portfolio. Passive products are also easier to understand and agree the idea of diversification to reduce risks.

The current roboadvisor trend is based on ETF and passive management. However, it is reasonable to speak about different degrees of active management, as the financial adviser and blogger Cullen Roche proposed in his blog. Passive investing has a reduced degree of active management, but it is fair to say that the operational structure is quite lower as a traditional fund manager.

It is difficult today to defend active management, because they fail regularly in its aim of beating the market and the costs are higher. We don’t mean that it has to disappear, but it will surely evolve to a model in which technology will play a stronger role to reduce costs, so that traditional funds can compete again. Roboadvisor platforms can be a solution. The current movements in the markets are showing it, because great banks and managers are buying roboadvisors or developing their own algorithmic platforms.

Weekly market opportunities in T-Advisor: the best on July, 11th

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Gerresheimer (Xetra). A manufacturer of primary packaging products for medication and drug delivery devices made of special-purpose glass and plastics.

Gerresheimer main figures in T-Advisor

Gerresheimer chart in T-Advisor

AMERICAS

  • Matthews International (Nasdaq). A company with three different branches: products and services for cemeteries and funeral homes, brand development and industrial automation technologies and solutions.

Matthews International main figures in T-Advisor

Matthews International chart in T-Advisor

ASIA-PACIFIC

  • Garanti Banka (IMKB). The second largest private bank in Turkey.

Garanti Banka main figures in T-Advisor

Garanti Banka chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

Screener: the comprehensive asset search engine

Screenshot from T-Advisor Screener

One of the most tiresome activities for an investor is how to get a good search engine to find assets. All are limited, because they do not filter what we would like or provide only some figures. Of course, there are full products, but the price is only acceptable for companies or fund managers.

T-Advisor has developed the right tool: the Screener. This is a search engine to find all kind of assets except commodities and derivatives. There are several possibilities to find the asset you wish:

  • Name
  • Asset type: ETF, funds, stocks, bonds, indexes, cash and currencies
  • Market: up to 60 worldwide
  • Managers: up to 140 worldwide
  • Currency: the 35 most important and traded
  • Asset class: up to 18 different ones

Some other possibilities to sort are:

  • Our score: to find de best quality assets to invest
  • Performance: for different timeframes
  • Volatility: for 1 year
  • VaR: 95% for 1 year
  • Price range: with a minimum and maximum price.

Once you screen, you obtain a great deal of figures to analyse the assets. Apart from the common summary, with the closing price, the change and our score, you have separated tabs to watch the performance for different timeframes in a row, figures related to the asset risk (VaR, volatility and maximum drawdown) and trend signals charts. You can rank all categories from the highest and upside down. You can also click on every asset to obtain the T-Report, our in-depth report of every security in our platform.

We live in a world full of information, but it is useless, when it has no order or we cannot find what we need. The Screener is the solution for smart investors who bet for a self-directed model: an easy-to-use and quick search engine to find the assets you are looking for. The price: free. Why should investors pay for good relevant information to create their own portfolios?

Weekly market opportunities in T-Advisor: the best on July, 4th

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Heineken (Amsterdam). The second largest world brewing company, after the merger between SAB Miller and AB Inbev.

Heineken main figures in T-Advisor

Heineken chart in T-Advisor

  • Subsea 7 (Oslo). A global seabed-to- surface engineering, construction and services contractor for the offshore oil and gas industry resulting from the merger between Acergy and Subsea.

Acergy Subsea main figures in T-Advisor

Acergy Subsea chart in T-Advisor

AMERICAS

  • Sonoco Products (NYSE). A global provider of consumer packaging, industrial products, protective solutions and display and packaging services.

Sonoco Products main figures in T-Advisor

Sonoco Products chart in T-Advisor

  • BMF Bovespa (Sao Paulo). The first largest exchange in Latam and the seventh worldwide.

BMF Bovespa main figures in T-Advisor

BMF Bovespa chart in T-Advisor

ASIA-PACIFIC

  • Hindustan Unilever (Bombay). An Indian consumer goods company, as foods, beverages, cleaning agents, personal care products and water purifiers. Owned by the Anglo-Dutch Unilever.

Hindustan Unilever main figures in T-Advisor

Hindustan Unilever chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

This was the first semester… and these are some clues for the second

These are tough times for investors. We have already commented some of the weird phenomena that we are living in the markets, but the first semester was not easy at all to find good performances. Instability comes from several fronts:

  • EU: the ECB has no clue to solve the current troubles to make money and credit flow. Interest rates are negative, Euribor is also negative and the debt gives no return for investors. In the current unstable and volatile situation, investors prefer to pay instead of becoming profits from Treasury Bonds, specifically German ones. Finally, the black swan appeared: Brexit is there to stay.

Europe global trends in the first semester

  • USA: the Fed shows doubtful and indecisive. Markets have become mad and Mrs. Yellen prefers to delay the more-than-once announced (in Fed gobbledygook) rate hike. The presidential election also opens a new possible black swan, because a victory of Trump could cause another turmoil in the exchanges. The poverty of returns in the US markets is very clear with a figure: S&P 500 has produced positive returns YTD since Easter and its peak was under 4%.

USA global trends first semester

  • Asia: China sets the pace in the continent, but there are hard signs that the economy doesn’t grow as before. Exchanges reflect this low confidence and Shanghai performed erratic since the crash last August. The performance fluctuation band was between -15% and -25% YTD. Japan is also deadlock, because no policy obtains a positive outcome to get over the long economic stagnation of the country. This continent is the weakest for investors.

Asia global trends in the first semester

  • Latam: Although Brazil has experienced a great political crisis, investors acted more confident and the performance moves between 10% – 20% YTD. Mexico also shows a stable evolution in the markets, as the oil price has begun to rise.

Latam global trends in the first semester

This is the past and current situation, but where are the opportunities for the second half of the year? We do not publish forecast, but we can speak about trends.

Some days ago, BlackRock, the main ETF manager, decided to downgrade equities, because “stocks still face several obstacles”. Bank of America published a survey in which investors declared to bet higher for cash, peaking the highest allocation since 2001 in investment portfolios. Gold soared a 25% since January and volatility index VIX rallied this last month after a quiet quarter.

Times are hard to take investment decisions. The best one is no panic. Current volatility has to do with it and decisions under this pressure are usually wrong. Investors play for the long term. These are times to keep calm, avoid sudden changes and smart rebalance your portfolio.

Weekly market opportunities in T-Advisor: the best on June, 27th

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Sartorius (Xetra). An international pharmaceutical and laboratory equipment supplier.

Sartorius main figures in T-Advisor

Sartorius chart in T-Advisor

  • Boliden (Stockholm). A mining and smelting company focusing on production of copper, zinc, lead, gold and silver.

Boliden main figures in T-Advisor

Boliden chart in T-Advisor

AMERICAS

  • WGL Holdings (NYSE). A public utility holding company with a diversified business portfolio as provider of natural gas, electricity and green energies.

WGL Holding main figures in T-Advisor

WGL Holdings chart in T-Advisor

  • Emera (Toronto). A company specialised in electricity generation, transmission and distribution, and gas transmission and utility energy services.

Emera main figures in T-Advisor

Emera chart in T-Advisor

ASIA-PACIFIC

  • Wharf Holdings (Hong Kong). A conglomerate of companies of several business lines, as wharfage and dockside warehousing, properties, telecommunications and shopping centres.

Wharf Holdings main figures in T-Advisor

Wharf Holdings chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.