Monthly Archives: September 2015

Weekly market opportunities in T-Advisor: the best on September, 28st

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

  • Elisa Corp (Helsinki). A telecommunications, ICT and online service company serving 2.3 million customers and it is the market leader in mobile subscriptions.

Elisa main figures in T-Advisor

Elisa chart in T-Advisor

  • Sioen Industries (Brussels). A diversified group with a wide range of industrial activities: spinning, weaving and coating, manufacturing of garments, production of fine chemicals and processing of technical textiles.

Sioen Industries main figures in T-Advisor

Sioen Industries chart in T-Advisor

  • United Internet (Frankfurt). An Internet provider with services for access and applications and business in Europe and North America.

United Internet main figures in T-Advisor

United Internet chart in T-Advisor

AMERICAS

  • J2 Global (Nasdaq). An Internet services provider through its two divisions: Business Cloud Services and Digital Media.

J2 Global main figures in T-Advisor

J2 Global chart in T-Advisor

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

Market volatility: I need alerts for my portfolio!

We have experienced in the last months a high volatility in the markets. Several events (Greece, China, commodities…) have broken the upward trend after the Great Financial Crisis that exploded in 2008, when the Dow Jones lost around 40% in six months. The drop in August was hard, but not so dramatic, although it has opened a new period of instability and insecurity amongst the investors.

In these cases, investors need to avoid panic. Irrational reactions are the worst and they can be the reason of losing more money, because these decisions are driven by fear. The second step is having a tool to detect alerts and obtain accurate information about the effects in my portfolio.

T-Advisor has such tool: the Alerts Module. When you create a portfolio, you can set the automatic generation of alerts.

Portfolio settings in T-Advisor

The Alerts Module reports up to 10 different situations. Some of the most important to take investment decisions about your portfolio are related to risk, a change of trend, a stop signal and a model signal triggered. You can customize them depending on your preferences.

Alerts settings in T-Advisor

Then you receive the different information in two ways: as reports in your e-mail (if you select this option) and in the module in your T-Advisor interface.

Alerts module in T-AdvisorSpecific alert in T-Advisor

After you receive the alert, you have to assess the information and take a decision. A relevant point is how to decide a change in your portfolio. Our alerts include investment ideas to substitute securities and improve the global performance. In this case, you can rebalance your portfolio, but we recommend you to use our Optimizer tool to better decide the changes.

You can also look for another investment ideas in our Market Opportunities module, in which you can find shares and funds from around 30 exchanges around the world.

Market opportunities module in T-Advisor

To sum up, as investor, do not forget that you have to care about your money. That means that, before looking for returns, you have to fight to preserve your capital, because markets are naturally unstable. That is why you have to look for tools that help you take relevant decisions for your portfolios. You need an alert system, a tool to optimize your portfolio in critical situations and a system to find alternatives to improve your investments. T-Advisor compiles all in the same interface for free. It’s time that you act as an smart investor!

 

Weekly market opportunities in T-Advisor: the best on September, 21st

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

  • Grifols (Madrid). A global healthcare company with three main divisions: Bioscience, Diagnostic and Hospital. It has business in 90 countries around the world.

Grifols main figures in T-Advisor

Grifols chart in T-Advisor

  • APGSGA (Swizerland). Formerly Affichage Holding, APGSGA is a Swiss company specialised in advertising out of home, as in streets and vehicles.

APGSGA (Affichage Holding) main figures in T-Advisor

APGSGA (Affichage Holding) chart in T-Advisor

AMERICAS

  • Banco de Chile (Santiago de Chile). One of the main financial groups in Chile, with representation offices in US, Brazil, Mexico, Argentina and Hong Kong.

Banco de Chile main figures in T-Advisor

Banco de Chile chart in T-Advisor

  • Fomento Económico Mexicano (México). A beverage and retail company. It is the fifth largest Mexican company and the largest independent Coca-Cola bottling group in the world.

Fomento Económico Mexicano main figures in T-Advisor

Fomento Económico Mexicano chart in T-Advisor

ASIA

  • Ege Endustri (Istanbul). An axle manufacturer for the automotive industry.

Ege Endustri main figures in T-Advisor

Ege Endustri chart in T-Advisor

  • Tribune Rsc (Australia). A company that owns television and digital properties broadcasting news, entertainment and sports programming.

Tribune main figures in T-Advisor

Tribune chart in T-Advisor

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

Ranking T-Advisor: Our best stocks and funds in September

What stocks and funds were the best in September? 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 September were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Digital Bros

10

306.26%

46.33%

-8.07%

Mercato Continuo Italiano
artec technologie

10

293.47%

58.29%

-8.10%

Deutsche Boerse
Koenig & Bauer

10

172.98%

40.92%

-7.08%

Deutsche Boerse
Stroeer Media

10

120.59%

34.79%

-8.70%

Deutsche Boerse
Lingotes Especiales

10

116.16%

34.55%

-5.24%

SIBE Mercado Continuo

USA

Exelixis

10

331.25%

68.13%

-11.91%

Nasdaq
Abiomed Inc.

10

163.50%

54.20%

-7.12%

Nasdaq
Tree.com

10

139.61%

60.81%

-11.85%

Nasdaq
Dot Hill System

10

119.45%

74.16%

-10.69%

Nasdaq
Incyte

10

79.82%

39.38%

-6.66%

Nasdaq

ASIA

Asanuma

10

93.67%

46.23%

-6.70%

Tokyo
Itoki

10

28.06%

35.31%

-7.62%

Tokyo
Chiyoda

9.97

54.08%

25.51%

-6.34%

Tokyo
Furukawa

9.78

23.44%

26.07%

-7.11%

Tokyo
Ono Yakuhin Kogyo

9.75

46.31%

36.02%

-7.12%

Tokyo

LATAM

Embotella Andina

8.85

44.00%

32.65%

-9.69%

Santiago de Chile
Socovesa

8.58

10.61%

28.66%

-6.06%

Santiago de Chile
Embonor

8.12

33.92%

21.52%

-4.14%

Santiago de Chile
Edelnor

7.76

8.70%

17.79%

-4.08%

Santiago de Chile
Empresas CMPC

6.64

20.94%

18.46%

-3.71%

Santiago de Chile

The best funds in September were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Franklin European Small-Mid Cap Growth Fund I(acc) USD

8.18

14.75%

13.85%

-3.39%

Franklin Templeton
JPM UK Sml Co-X-Ins

8.16

19.33%

9.86%

-2.14%

JP Morgan
NORDINTERNET T

7.61

18.16%

23.26%

-6.53%

Pioneer
MLIS M WT Mkt N — Shs -EUR A (acc)- — Capitalisation

7.46

6.14%

3.66%

-0.59%

Merril Lynch
New Ireland Fund

6.75

11.41%

13.27%

-3.59%

BlackRock
AXA WF Frm Europe Real Estate I CAP EUR HEDGED EUR

6.73

10.86%

15.49%

-3.49%

AXA
Acatis CS ADELM — Units – Capitalisation

6.69

12.67%

13.81%

-3.40%

Wallberg Invest
Axa World Fund Aedificandi F Dist EUR

6.57

11.92%

17.05%

-3.36%

AXA
BNY Abs Ret Eq — Shs — Class -T- (Hedged) EUR

6.44

2.15%

1.79%

-0.36%

BNY Mellon
JPMF Gl Health — Shs -JPM D (acc) USD- — Capitalisation

6.40

4.33%

13.06%

-2.88%

JP Morgan

FIXED-INCOME

Montgomery St In Se

7.96

6.63%

6.24%

-1.15%

BlackRock
AXA WF EURO 10+LT M Cap EUR

7.77

0.45%

10.21%

-2.91%

AXA
FonDeudPubInter – Units

7.22

12.65%

6.46

-1.25%

Caixabank
Invesco Bond Fund [Dub] I

7.11

7.05%

9.30%

-2.20%

Invesco
M&G GILT & FIX INT-£-A-ACC

7.10

1.02%

6.65%

-1.59%

M&G Investments
JPMorgan Funds – Global Government Bond Fund

6.94

0.40%

3.25%

-0.77%

JP Morgan
AXA WF Global Inflation Bonds M Cap EUR EUR

6.86

1.26%

5.60%

-1.37%

AXA
Invesco Global Investment Grade Corporate Bond Fund- Accum [Lux] E

6.80

7.39%

12.25%

-2.84%

Invesco
M&G EUROPEAN HI YLD-€-A-ACC

6.79

3.07%

4.29%

-1.00%

Allianz

 

Weekly market opportunities in T-Advisor: the best on September, 14th

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

  • Barratt Developments (London). The UK largest housebuilder, included in the T-Advisor UK Model Portfolio.

Barratt Development main figures in T-Advisor

Barratt Development chart in T-Advisor

  • Genmab (Copenhagen). An international biotechnology company specializing in the creation and development of differentiated antibody therapeutics for the treatment of cancer.

Genmab main figures in T-Advisor

Genmab chart in T-Advisor

AMERICAS

  • Starbucks (Nasdaq). An American coffee company, coffeehouse chain and the largest coffeehouse company in the world.

Starbucks main figures in T-Advisor

Starbucks chart in T-Advisor

  • Tyler Technologies (NYSE). An American software company solely focused on providing integrated software and technology services to the public sector.

Tyler Technologies main figures in T-Advisor

Tyler Technologies chart in T-Advisor

ASIA

  • Nippon Electric Glass (Tokyo). A Japanese glass manufacturer specialised in glass for flat panel displays (FPD) and liquid crystal displays (LCD), with around 20% of the world’s production.

Nippon Electric Glass main figures in T-Advisor

Nippon Electric Glass chart in T-Advisor

  • Sino Biopharmaceutical (Hong Kong). An integrated pharmaceutical enterprise with advanced modernized Chinese medicinal technology to produce Chinese medicines and chemical medicines.

Sino Biopharmaceutical main figures in T-Advisor

Sino Biopharmaceutical chart in T-Advisor

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

Professionals can implement T-Advisor as their customer platform

T-Advisor provides its suite of investment tools for individuals and for professionals. In the second case, an advisor or an entity obtain several extra specific features to better develop their business and offer a high-level service for their customers.

In this way, T-Advisor can be implemented as an own investment platform with their own corporate identity.

T-Advisor home as a platform for professionals

Why is this relevant for your business? First of all, you will have available for your customers a system with powerful tools to manage their portfolios. Secondly, your customers will see your brand and they do not perceive that they are monitoring their investments with T-Advisor.

T-Advisor screen as a platform for professionals

As platform users, your customers will watch all figures and data about the portfolios that you have created for them. You do not have to invest any time else to write regular reports, because T-Advisor shows the same information daily updated. Your customers will enjoy the chance to monitor their investments every time. This provides a new way for interaction, as the customer will feel safer watching their portfolios when they want and professionals can be focused in other value-added tasks instead of updating the portfolio reports.

T-Advisor screen as a platform for professionals

This is the advantage of automation in finances. T-Advisor has its platform available so that advisors and entities can find a new way to:

  • communicate with their customers,
  • reduce costs,
  • focus on value-added tasks and
  • improve the efficiency of their business.

The implementation is simple and causes no trouble or interference with their systems. Professionals also can provide the access to their customers with an easy step from their administration role.

Benefit now from implementing T-Advisor as your platform for your customers!

Weekly market opportunities in T-Advisor: the best on September, 7th

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

  • Drillisch (Francfort). One of the large network-independent telecommunications providers in Germany with services for mobile voice and data.

Drillisch main figures in T-Advisor

Drillisch chart in T-Advisor

  • Rubis (Paris). A company specialized in the storage, distribution and sale of petroleum, liquefied petroleum gas (LPG), food and chemical products.

Rubis main figures in T-Advisor

Rubis chart in T-Advisor

AMERICAS

  • Grupo Bimbo (Mexico). One of the most important baking companies in the world, presented in 22 countries around the world and producer of 10,000 products of 100 brands.

Grupo Bimbo main figures in T-Advisor

Grupo Bimbo chart in T-Advisor

  • Empire (Toronto). A food retailer and related real estate company, through wholly-owned subsidiary Sobeys Inc., and a 41.5% equity accounted interest in Crombie REIT.

Empire main figures in T-Advisor

Empire chart in T-Advisor

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

Crisis in August and the role of China in the current markets

This summer was especially stormy in the financial markets. The cocktail joined two ingredients:

  • First of all, the unending Greek crisis, which played its last show in July after the failed referendum. It is still doubtful if the last bailout will solve the problem or just delay it.
  • Secondly, the Chinese crisis. This is more important, as it showed that China has already a big influence in the world economy and finances. As it is explained by The Economist, the world became nervous. China is already a very relevant benchmark for investors.

The Chinese crisis has shown that the development in the world second (for a short term) largest economy is still weak, as it needs the strength of several institutions and mechanisms, besides its own model. The surprising devaluation was the signal that investors had to flee. However, as the T-Report chart shows, the performance of the Shanghai market is 41% higher compared with August 2014.

1-year chart of Shanghai Exchange

The problem is not limited to China, because the country is one of the main debt holders, commodity consumer and investor in emerging markets. As the dominoes, the pieces begun to fall:

  • The price of commodities is in the lowest point for years.
  • The emerging countries set the alert, as the outlook is that the Chinese commodity demand fall. Then, market evolution and economic forecasts began to be quite negative.

In the middle of this storm, the Federal Reserve showed doubts about the anticipated decision of hiking the rates. Under the current market conditions, the monetary institution thinks that this decision could be worse for future economic developments.

But the question for a common investor is: what can I do? Debt from developed countries offer low interests, developed exchanges drop and emerging exchanges, which formerly could help as an alternative, are even worse. Even China, which sailed in the middle of the Great Crisis with some success, shows its feet of clay. Then, what?

Comparative T-Advisor chart with 4 main exchanges

An investor strategy should be focused on capital preservation. These were our results in the T-Advisor European model portfolios, following this strategy:

Exchange

Loss in the last 30 days

Model portfolio loss in the last 30 days

DAX

-12.47%

-6.22%

IBEX 35

-11.3%

-7.42%

FTSE 100

-9.34%

-0.94%

The only solution in the current market turmoil is clear: good information about assets, tools to select the best ones, rebalancings and a strategy centred in capital preservation to reduce possible losses.