Monthly Archives: April 2017

Should I invest in the T-Advisor top score assets?

Top Score in T-Advisor

We have several times mentioned that T-Advisor has its own scoring for the assets. It is like the old marks that we got in the school, but this qualification is linked to our investments.

T-Advisor has a module that shows the best assets classified by the score. The question is: Should I include these assets in my portfolio? In fact, this is a good idea, but we do not have to forget two things:

  • Past performances do not guarantee future ones.
  • We have to be watchful of our investments, because markets change continuously.

If we look at our monthly top score (that we publish in this blog), we have always found interesting stocks and funds, because they usually have high performances. This fact is clearer in stocks than in funds (specially, in fixed-income funds).

However, it is interesting to see the evolution. It is not usual that top score assets repeat. Markets are naturally unstable, but instability does not mean something negative. It just means that there are continuous ups and downs and investors should regularly look into and watch their portfolios.

Our top score specifies the best performing assets with our best score in a specific moment. They give us clues about countries and sectors that are moving positively. Our score detects also these changes and includes them in the qualification. That is why our score is also live. It is not a mark that provides a position for a long term. On the contrary, it is always near the reality and sudden changes are also detected and included.

Top score assets provide guidelines about possible interesting movements, but investors do not have to move their strategies to certain assets guided by the moment. They have to look at the long term, instead of short-term impulses.

So, if you finally ask: then, what to do with the top score assets? In or out of my portfolio? The answer is: it depends. Check if they match your investment strategy and read the full T-Report. Then, take the decision and check regularly your portfolio and the changes in the scoring in the assets.

Weekly market opportunities in T-Advisor: the best on April, 24th

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

  • Natixis (Paris). A French corporate and investment bank created in 2006 from the merger of the asset management and investment banking operations of Natexis Banque Populaire (Banque Populaire group) and IXIS (Groupe Caisse d’Epargne).

Natixis main figures in T-Advisor

Natixis chart in T-Advisor

AMERICAS

  • BCE Inc (Toronto). A Canadian telecommunications company and one of country’s largest corporations.

BCE Inc main figures in T-Advisor

BCE Inc charts in T-Advisor

ASIA-PACIFIC

  • APA Group (Australia). A company that owns and operates natural gas assets in Australia.

APA Group main figures in T-Advisor

APA Group chart in T-Advisor

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

Are there different kinds of ETFs or just one?

It is maybe the asset that has deeply changed the asset management in the last 10 years. ETFs are the great trend in investments and it has continuously grown since its launch in the 1990s. We have already described what they are, their characteristics and advantages, but it is time now to wonder: how many types of ETF are there in the market?

The main group is the traditional index-based ETF, focused in tracking specific assets (bonds, market indexes or even equities that pay dividends), countries, sectors or even styles (mid-cap, large-cap). They are the majority and the broadly known.

However, there are other kinds of ETF that are also interesting in order to learn about the variety that this recent asset has reached:

  • Actively managed ETF: The first reaction is: am I reading right? Yes, you are. They are actively managed to meet a particular investment goal. It can sound contradictory and they are really a little group. They try to sum the advantages of both ETF and mutual funds, but the disadvantages are that fees are higher than traditional ETF and the transparency is a middle point between ETF (the highest) and mutual funds (the lowest).
  • Inverse ETF: These ones use derivatives to go just in the opposite direction of the market. The question that emerges is: what if the market wins? Am I going to lose? No. Inverse ETF are design to invest in short-term to hedge longer investments or take advantage of negative markets.
  • Leveraged ETF: They use derivatives to get higher returns that the reference index obtains. They try to multiply the daily earnings, but in this case, if the index loses, you will also multiply your negative performance.
  • Commodity and currency ETF: They are focused on specific physical assets, but also in the futures markets. Metals, agriculture, energy, currencies… It is a way to diversify investments in these assets.
  • Innovative ETF: Imagination has no limits and ETF also shows it. In the long list of innovations in this asset, there are ETF of ETF, Volatility ETF or Tax-Deferred ETF, just to name a few of them.

This list attempts to classify the different types of ETF, but there will be surely more in the near future. The volume of managed wealth and inflows to this assets reached continuous records and we are sure that this will not be the last time that we will write about them.

Weekly market opportunities in T-Advisor: the best on April, 17th

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

  • Daetwyler Holding (Switzerland). A holding of industrial companies in two branches: electronic components and machines distribution and a supply of specific sealing, closure and packaging solutions.

Daetwyler Holding main figures in T-Advisor

Daetwyler chart in T-Advisor

AMERICAS

  • Wal-Mart Stores (Nasdaq). An American multinational retailing corporation that operates as a chain of hypermarkets, discount department stores, and grocery stores. It is the world’s largest company by revenue.

Wal-Mart Stores main figures in T-Advisor

Wal-Mart Stores chart in T-Advisor

ASIA-PACIFIC

  • ACC (Bombay). One of the largest producers of cement in India.

ACC main figures in T-Advisor

ACC 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: The best stocks and funds in March

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

Company

Score Perf. YTD Volatility Weekly VaR

Market

EUROPE

Masmovil

10

42.86%

26.31%

-3.66%

Mercado Alternativo
Interpump Group

10

40.19%

19.97%

-3.43%

Mercato italiano
Banca Ifis

10

38.19%

40.65%

-6.80%

Mercato italiano
Ipsen

10

36.48%

21.94%

-4.48%

Paris
Galapagos

10

33.87%

35.27%

-7.44%

Brussels

USA-CANADA

Activision Blizzard

10

38.08%

26.95%

-4.12%

Nasdaq
Sinclair

10

21.44%

30.49%

-6.72%

Nasdaq
Idexx Labs

10

31.84%

25.95%

-4.18%

Nasdaq
Micron Technology

10

31.84%

36.48%

-6.32%

Nasdaq
Cognex Group

10

31.96%

28.68%

-5.00%

Nasdaq

ASIA-PACIFIC

Geely Auto

10

60.59%

35.16%

-7.66%

Hong Kong
Minebea

10

35.49%

46.73%

-8.31%

Tokyo
Alps Electric

9.95

11.64%

48.44%

-10.31%

Tokyo
Hino Motors

9.94

13.19%

36.47%

-7.52%

Tokyo
Yasukawa Denki

9.93

22.88%

25.86%

-5.53%

Tokyo

LATAM

Multifoods

9.95

47.32%

30.77%

-5.52%

Santiago de Chile
Banmedica

9.07

23.81%

24.55%

-4.32%

Santiago de Chile
Embonor

8.93

21.34%

22.46%

-4.97%

Santiago de Chile
SM Banco Chile

8.05

8.27%

9.35%

-1.93%

Santiago de Chile
Aguas Andinas

7.94

11.69%

22.38%

-4.88%

Santiago de Chile

The best funds in March were as it follows:

Fund

Score Perf. YTD Volatility Weekly VaR

Managing company

EQUITY

INVESCO FUNDS SERIES – ASIAN EQUITY FUND/A/EUR

9.72

12.47%

14.22%

-2.57%

Invesco
JPMORGAN FUNDS – EUROPE TECHNOLOGY FUND/D/GBP

9.65

12.62%

15.49%

-3.59%

JP Morgan
BLACKROCK BGF – WORLD TECHNOLOGY/A/GBP

9.64

14.34%

16.91%

-5.46%

BlackRock
INVESCO FUNDS SICAV – NIPPON SMALL/MID CAP EQUITY F…

9.60

7.23%

22.66%

-7.33%

Invesco
FTIF – FRANKLIN INDIA FUND/A/EUR

9.55

17.85%

14.97%

-3.36%

Franklin Templeton
ALLIANZ GIF – EUROPE EQUITY GROWTH/A/PLN

9.49

8.75%

12.39%

-3.18%

Allianz
FF – IBERIA FUND/A/EUR

9.42

11.63%

12.73%

-3.22%

Fidelity
BLACKROCK BGF – SWISS SMALL , MIDCAP OPPORTUNITIES/…

9.31

11.99%

8.18%

-2.04%

BlackRock

FIXED INCOME

BBVA CRECIMIENTO EUROPA DIVERSIFICADO FI/-/EUR

8.91

7.23%

9.15%

-1.94%

BBVA
FTIF – TEMPLETON GLOBAL TOTAL RETURN FUND/A/PLN

8.68

4.51%

10.57%

-2.62%

Franklin Templeton
FTIF – TEMPLETON EMERGING MARKETS BOND FUND/A/USD

8.57

7.73%

9.25%

-1.89%

Franklin Templeton
BKRK MNYD PA QT – SHS OF BENEF INTEREST/-/USD

8.55

1.71%

7.87%

-1.74%

BlackRock
ABERDEEN GLOBAL – SELECT EMERGING MARKETS BOND FUND…

8.27

5.13%

6.98%

-1.76%

Aberdeen
INVESCO FUNDS SERIES 2 – EMERGING MARKETS BOND FUND…

8.15

3.65%

7.08%

-1.49%

Invesco
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/D/GBP

8.13

4.21%

24.65%

-2.28%

Aviva
FTIF – TEMPLETON GLOBAL HIGH YIELD FUND/A/EUR

8.12

1.72%

8.66%

-1.71%

Franklin Templeton
CS IF 14 CREDIT SUISSE LUX HIGH YIELD BOND/A/USD

8.08

4.81%

3.81%

-0.58%

Credit Suisse
FF – ASIAN HIGH YIELD FUND/A/USD

8.04

3.53%

2.93%

-0.45%

Fidelity

 

Weekly market opportunities in T-Advisor: the best on April, 3rd

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

  • Deutsche Boerse (Xetra). The German operator in the Frankfurt Stock Exchange.

Deutsche Boerse main figures in T-Advisor

Deutsche Boerse chart in T-Advisor

AMERICAS

  • Western Digital (Nasdaq). An American computer data storage company and one of the largest computer hard disk drive manufacturers in the world.

Western Digital main figures in T-Advisor

Western Digital chart in T-Advisor

ASIA-PACIFIC

  • Vestel Beyaz (Istanbul). A subsidiary of Vestel Group specialised in white goods, as refrigerators, washing machines or dishwashers.

Vestel Beyaz main figures in T-Advisor

Vestel Beyaz chart in T-Advisor

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