Monthly Archives: January 2016

Ranking T-Advisor: the best stocks and funds in January

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Guerbet

10

17.26%

38.70%

-5.22%

Paris
Panariagroup

10

9.94%

34.10%

-4.54%

Mercato Continuo Italiano
Trigano

9.78

3.59%

32.42%

-5.15%

Paris
Plastic Omnium

9.78

2.93%

32.37%

-8.50%

Paris
Muhlbaer Holding

9.51

2.50%

25.98%

-6.13

Deutsche Boerse

USA

Integrated Electronics

9.79

6.41%

35.11%

-5.46%

Nasdaq
New Jersey Resources

9.45

6.71%

24.51%

-5.72%

NYSE
Pep Boys-Manny

9.44

0.38%

38.01%

-7.34%

NYSE
Intervest Bancshares

9.27

7.26%

20.25%

-2.92%

Nasdaq
Wuxi Pharmatech

9.24

36.16%

26.36%

-4.31%

Nasdaq

ASIA-PACIFIC

Daito Trust Construction

9.17

1.21%

22.48%

-5.88%

Tokyo
Fuji Electric

8.92

8.86%

17.25%

-4.06%

Tokyo
JB Hi-Fi

8.87

17.11%

25.17%

-5.78%

Australia
Sumimoto Osaka Cement

8.67

4.72%

25.58%

-5.96%

Tokyo
Japan Real Estate

8.50

1.36%

23.07%

-6.02%

Tokyo

LATAM

Campos Chilenos

10

6.67%

62.64%

-5.17%

Santiago de Chile
Bancolombia

7.90

2.38%

29.12%

-6.99%

Colombia
Paz Corp.

7.46

3.11%

21.02%

-3.92%

Santiago de Chile
Habitat

7.20

3.26%

13.41%

-3.48%

Santiago de Chile
Mineros

7.18

2.44%

27.48%

-8.02%

Colombia

The best funds in January were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Invesco Korean Equity Fund A

7.85

8.33%

26.85%

-7.86%

Invesco AM
MLIS M WT MKT N Shares-EUR A – CAPITALISATION

7.44

1.07%

3.77%

-0.88%

Merril Lynch Fund
OM GLB EQ AB RE — ACCUM.PTG.SHS — CLASS -I- EUR

7.32

0.44%

4.70%

-1.55%

Old Mutual Dublin
SISF Japanese Equity Alpha I

6.62

7.48%

18.20%

-4.77%

Schroder
AXA WF Human Capital F DIS EUR

6.61

17.47%

15.07%

-2.96%

AXA
AXA WF FRM Switzerland M CAP

6.41

1.38%

17.02%

-5.44%

AXA
AWF FRA AMER GR — Shares -A- — Capitalisation

6.40

11.12%

20.24%

-4.87%

AXA

FIXED-INCOME

BLACKROCK PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

Comp. Benjamin de Rothschild
AXA WF Global Aggregate Bonds M CAP USD Hedged USD

7.61

1.48%

2.79%

-0.64%

AXA
FC CART RT FJ DURAC – UNITS

7.04

0.77%

11.13%

-0.82%

Caixabank
BLKRK MUNASST

7.01

2.45%

8.42%

-1.89%

BlackRock
Carmignac Court Terme

6.91

0.05%

0.06&

0.00%

Carmignac
JPMF US Dollar Liquidity C – USD

6.82

0.01%

0.01%

0.00%

JP Morgan AM
PIMCO MUN INC-SBI

6.43

2.64%

8.39%

-2.07%

PIMCO Global Adv.
FONDEUDPUBINTER – UNITS

6.39

0.51%

5.33%

-1.02%

Caixabank

Weekly market opportunities in T-Advisor: the best on January, 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

  • Geberit (Swiss Market). A company of sanitary technology and bathroom ceramics.

Geberit main figures in T-Advisor

Geberit chart in T-Advisor

AMERICAS

  • Sabesp (Sao Paulo). A Brazilian water and waste management company, the largest in the world by market capitalisation in this branch.

Sabesp main figures in T-Advisor

Sabesp chart in T-Advisor

ASIA-PACIFIC

  • Nikon (Tokyo). A company specialised in imaging and optic products (from cameras to binoculars and microscopes), precision equipment and industrial metrology machines.

Nikon main figures in T-Advisor

Nikon chart in T-Advisor

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

“T-Advisor rounds out and strengthens the learning of the future financial professionals”

Ph.D. David Pla-Santamaría, director of the Master

Ph.D. David Pla-Santamaría is the director of the “Master in Financial Advice and Insurances” in the Universidad Politécnica de Valencia. In its last edition, this master implemented T-Advisor as a learning tool for the students. Pla-Santamaría underlines the quality and professionalism of T-Advisor and how it approaches the students into the real work as a financial adviser.

What is the origin of the master? How many editions have been taking place? Tell us about the history and relevance for the future advisers.

The master comes from a shorter course organised by the Universidad Politécnica de Valencia for the managers of Fidenzis in 2007. The group was so satisfied with the course that they intercede with Bancaja to organise for this bank a 200-hour-course. The own professionals designed the programme for the course based on the daily needs detected by them.

We have organised 9 editions of the master and 24 from the European Financial Advice Diploma.

The relevance of these courses for future advisers is clear: the programme includes and exceeds what EFPA (European Financial Planning Association) asks for the EFA (European Financial Advisor) level. EFPA is a main player in the regulation of the financial advice as a profession in Spain and Europe. A good trainee validated by them is key to grow professionally in this branch.

How do you know about T-Advisor? Why did you decide to implement to your master? What did T-Advisor provide?

We knew the brand and the relevance of TechRules as a provider of information management for the financial sector for years. We also knew that it was a main player in Spain. We have clear since the beginning that the implementation of T-Advisor to allow our students “learn-doing” and apply all the knowledge from our course was a strategic decision. We used other tools in the former editions, but we needed a more professional one and with more quality. That is why we chose T-Advisor.

What positive aspect do you underline from T-Advisor for your students?

T-Advisor opens the door to a wide universe of assets to work with and to design personal solutions to specific problems or needs for real customers. Moreover, it focuses in a quantitative way the students in the decision-making and allows them to optimise portfolios, analyse their decisions, quantify their mistakes and good choices and, really, feel like a real financial adviser with a professional asset management platform at their disposal.

What would you propose to T-Advisor so that students had even a better experience to the real work as adviser with the platform?

I will use some of the answers of the students from a survey that we have conducted amongst them:

  • Add a wider universe of assets, above all, ETF and investment funds.
  • Include non-quantitative information for some assets, as the RF index.
  • More intuitive operations and graphic representation of the portfolios.
  • Include some orientations about the tax effects of the financial decisions.

How do you evaluate the T-Advisor proposal to be used in university courses as a tool?

It is very interesting in all levels. The possibilities of T-Advisor to round out and strengthen the learning in the classroom are key for a better training of the future professionals of the financial branch. Although the student use later the own platform of the entity where he works, he always will be able to continue making independent analysis with T-Advisor. This will allow the student to improve the quality of his advice for his customers. T-Advisor is a good tool to reduce the adviser conflict of interests between the customer and the entity.

When are you going to open the next edition of the master?

The editions of the Master in Financial Advice and Insurance in the Universidad Politécnica de Valencia are from October to December of the following year (15 months). That is why the next application period will be open in July 2016. However, we are aware that there are many people interested in getting a specialisation in financial advice that cannot wait till those dates. That is why we have an alternative course called “Financial Adviser Course” that covers the whole EFA level of EFPA. The application is open the whole year. The main difference with the Master is related to the teaching methodology and student monitoring.

Market opportunities by T-Advisor: Infosys

T-Advisor, through its tool Market Opportunities, has detected the company Infosys Technologies, listed in Bombay Stock Exchange as an opportunity for investment.

These are the main figures about performances and volatility in the last years:

Infosys main figures in T-AdvisorThe chart shows the evolution in the last year:

Infosys chart in T-AdvisorThe technical analysis reveals also more data:

Infosys technical analysis in T-Advisor Finally, the risk analysis is as follows:

Infosys risk analysis in T-Advisor

Infosys is a global company in consulting, technology, and outsourcing and next-generation services. It has near 200,000 employees and representative offices in 85 countries. Fiscal year 2014-2015 closed with a revenues up to US$ 8.7 billion, a 5.6% more than the fiscal year before. Net income also increased 15%, up to US$ 2.01 billion. Since May, 2013, the share has grown a 65%.

The results of the T-Advisor model portfolios in 2015

T-Advisor, as wealth management solution for individuals and professionals, has not only tools for own investments, but also proposals to follow or even copy. That’s why our system has its own model portfolios. They are nine: five related to risk profile (from aggressive to very conservative) and five related to countries (Germany, UK, Spain in Europe and Mexico and Nasdaq 100 in the Americas).

How do they work? We select between four and six ETFs for the risk-profiled portfolios and up to ten stocks for the country portfolios. The main point for us is capital preservation. That’s why our results, when they are negative, are better than the markets. To obtain them, we rebalance the portfolios every two months. These rebalances let us improve the results, as we exclude the positions more affected by market negative waves and substitute them for better stocks or ETFs. Diversification is also part of the strategy. We select the securities with the best score and relevant figures to obtain the best results.

These are the results for 2015 for our risk-profiled model portfolios:

1-year-return Volatility Sharpe ratio
Aggressive -2.53% 19.44% 0.57
Dynamic 1.47% 16.86% 0.51
Balanced 3.53% 10.03% 0.58
Conservative 1.52% 3.94% 0.90
Very conservative 0.80% 2.39% 0.18

The figures where collected on January, 13th, and they are influenced by the very bad trend in the last weeks. However, the only negative result is our Aggressive portfolio and the losses are lower if we compare them with the 1-year-returns of some of the main exchanges: S&P (-4.42%), London (-8.80%), Madrid (-9%), Hong Kong (-17.96%).

And now the results of our country portfolios:

1-year-return Volatility Sharpe ratio Index
Germany 44.70% 19.89% 6.23 2.08% (DAX)
Spain 5.74% 18.28% 1.59 -9.00% (Ibex)
Mexico 23.96% 15.03% 5.09 -1.81% (IPC)
Nasdaq 100 2.97% 18.52% 3.27 -2.44% (Nasdaq)
UK 18.32% 14.72% 2.98 -8.80% (FTSE)

Our strategies outperformed the reference indexes and even in a negative environment, all performed positively, against the negative results of the indexes.

Aren’t you tempted to clone them? We have a tool to let our users do it. Let’s try it and compare the results with your investments!

Weekly market opportunities in T-Advisor: the best on January, 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

  • Recticel (Brussels). A manufacturer of polyurethane foam products for mattrasses, building insulation and cars.

Recticel main figures in T-Advisor

Recticel chart in T-Advisor

AMERICAS

  • Atlantic Tele-Network (Nasdaq). A communication operator with investments also in renewable energies in US and other countries.

Atlantic Tele-Network main figures in T-Advisor

Atlantic Tele-Network chart in T-Advisor

ASIA-PACIFIC

Keisei Electric Railway (Tokyo). A major railway transportation provider connecting Tokyo with the main airports. The company operates also in bus, taxi, real estate, construction and leisure.

Keisei main figures in T-Advisor

Keisei chart in T-Advisor

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