Tag Archives: fixed income

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

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Masmovil

10

142.58%

28.48%

-3.16%

Mercado Alternativo
Evotec OAI

10

91.55%

31.79%

-3.30%

Xetra
Ipsen

10

78.31%

22.31%

-3.25%

Euronext Paris
Hanseyatchs

10

68.53%

34.15%

-6.08%

Deutsche Boerse
Delignit

10

52.49%

36.74%

-6.90%

Deutsche Boerse

USA-CANADA

Extreme Networks

10

99.01%

36.35%

-6.47%

Nasdaq
Petmedexpress

10

77.98%

40.46%

-4.65%

Nasdaq
Tree.com

10

77.45%

41.95%

-7.65%

Nasdaq
Tesla Motors

10

73.73%

30.78%

-6.67%

Nasdaq
Mimedx Group

10

72.69%

40.03%

8.76%

Nasdaq

ASIA-PACIFIC

Geely Auto

10

122.76%

43.19%

-9.28%

Hong Kong
Melco Intern.

10

101.61%

35.99%

-4.79%

Hong Kong
Qantas Airlines

10

68.17%

25.00%

-5.38%

Australia
Konami

10

32.84%

28.67%

-6.97%

Tokyo
Taisei Corp

10

27.38%

24.63%

-4.38%

Tokyo

LATAM

SM Banco Chile

8.80

22.51%

9.18%

-1.54%

Santiago de Chile
Forus

7.74

3.51%

25.84%

-5.79%

Santiago de Chile
Embonor

7.49

19.95%

20.45%

-4.76%

Santiago de Chile
Cervecerías

7.13

26.57%

16.80%

-3.48%

Santiago de Chile
Ripley Corp.

7.07

28.25%

23.34%

-1.75%

Santiago de Chile

The best funds in June were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

INVESCO FUNDS SICAV – JAPANESE VALUE EQUITY FUND/A/EUR

9.62

8.31%

15.16%

-3.85%

Invesco
JPMORGAN FUNDS – US GROWTH FUND/A/EUR

9.53

20.23%

8.91%

-2.48%

JP Morgan
INVESCO FUNDS SERIES 4 – CONTINENTAL EUROPEAN SMALL…

9.38

14.31%

14.32%

-2.63%

Invesco
FF – GERMANY FUND/A/EUR

9.33

13.93%

11.64%

-2.17%

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

9.33

15.45%

18.45%

-5.37%

Invesco
SCHRODER ISF – ASIAN TOTAL RETURN/A/EUR

9.31

22.85%

9.42%

-1.84%

Schroder
DWS AKTIEN STRATEGIE DEUTSCHLAND/A/EUR

9.31

16.37%

14.50%

-3.00%

Deutsche Asset

FIXED INCOME

AVIVA INVESTORS – GLOBAL HIGH YIELD BOND FUND/A/EUR

8.79

11.66%

7.28%

-1.09%

Aviva
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/A/EUR

8.73

12.78%

8.33%

-1.71%

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

8.55

1.71%

7.87%

-1.74%

BlackRock
AVIVA INVESTORS – EMERGING MARKETS BOND FUND/A/EUR

8.27

13.17%

8.17%

-1.43%

Aviva
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

Benjamin de Rothschild
MUTUAFONDO BONOS CONVERTIBLES A FI/-/EUR

7.69

6.47%

4.55%

-1.05%

Mutuactivos
M&G IF 3 – M&G EUROPEAN HIGH YIELD BOND FUND/A/EUR

7.63

3.96%

3.29%

-0.59%

MG Investments

 

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

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Masmovil

10

118.05%

28.61%

-3.66%

Mercado Alternativo
Biesse

10

79.78%

27.79%

-4.63%

Mercato italiano
Orbis

10

76.92%

31.16%

-6.83%

Deutsche Boerse
Viscom

10

68.45%

28.11%

-6.81%

Deutsche Boerse
Evotec OAI

10

68.30%

33.45%

-4.50%

Xetra

USA-CANADA

Ultra Clean Holding

10

140.93%

42.45%

-7.77%

Nasdaq
Extreme Networks

10

89.86%

36.72%

-6.98%

Nasdaq
IRobot

10

70.78%

29.71%

-3.12%

Nasdaq
IAC-Interactivecorp

10

64.38%

27.14%

-3.55%

Nasdaq
Brooks Aut.

10

61.69%

32.21%

-4.04%

Nasdaq

ASIA-PACIFIC

Melco Internat.

10

86.72%

37.91%

-6.26%

Hong Kong
Tokyo Electron

10

41.69%

30.45%

5.34%

Tokyo
Qantas Airlines

9.99

49.55%

26.32%

-6.90%

Australia
Minebea

9.74

63.23%

43.93%

-8.31%

Tokyo
Konami

9.64

13.98%

28.08%

-6.97%

Tokyo

The best funds in May were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

ALLIANZ INST. INV. SERIES – EUROPEAN MICRO CAP/A/EUR

9.76

23.92%

13.53%

-1.82%

Allianz
INVESCO FUNDS SERIES 4 – CONTINENTAL EUROPEAN SMALL…

9.56

20.74%

13.66%

-2.91%

Invesco
BLACKROCK BSF – EUROPEAN OPPORTUNITIES EXTENSION/A/EUR

9.50

15.79%

11.57%

-3.40%

BlackRock
JPMORGAN FUNDS – EUROPE SMALL CAP FUND/A/EUR

9.44

16.49%

10.63%

-2.83%

JP Morgan
MORGAN STANLEY IF – US ADVANTAGE/A/EUR

9.43

16.18%

8.40%

-1.58%

Morgan Stanley
FF – IBERIA FUND/A/EUR

9.43

18.14%

12.54%

-3.22%

Fidelity
JPMORGAN FUNDS – EUROPE TECHNOLOGY FUND/D/EUR

9.41

18.76%

12.35%

-2.69%

JP Morgan
BLACKROCK BGF – SWISS SMALL , MIDCAP OPPORTUNITIES/…

9.40

23.30%

9.08%

-2.04%

BlackRock
FF – FRANCE FUND/A/EUR

9.38

11.68%

12.92%

-2.95%

Fidelity
DWS AKTIEN STRATEGIE DEUTSCHLAND/A/EUR

9.36

15.90%

14.90%

-3.00%

Deutsche Asset and Wealth

FIXED INCOME

AVIVA INVESTORS – EMERGING MARKETS BOND FUND/A/EUR

9.12

11.54%

8.06%

-1.43%

Aviva
AVIVA INVESTORS – GLOBAL HIGH YIELD BOND FUND/A/EUR

8.94

9.58%

7.17%

-1.09%

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

8.55

1.71%

7.87%

-1.74%

BlackRock
AVIVA INVESTORS – EMERGING MARKETS CORPORATE BOND F…

8.53

9.65%

6.25%

-0.99%

Aviva
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/A/EUR

8.50

10.98%

8.09%

-1.34%

Aviva
ALLIANZ GIF – US HIGH YIELD/A/PLN

8.18

3.82%

4.08%

-0.96%

Allianz
ALLIANZ GIF – EURO HIGH YIELD BOND/A/PLN

7.98

3.56%

3.45%

-0.94%

Allianz
AURUM RENTA VARIABLE FI/-/EUR

7.91

6.49%

9.08%

-1.92%

Popular Gestión
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

Benjamin de Rothschild
SCHRODER ISF – GLOBAL HIGH YIELD/A/EUR

7.80

4.12%

4.37%

-1.23%

Schroder

 

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

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Masmovil

10

74.10%

28.46%

-4.05%

Mercado Alternativo
Interpump Group

10

56.59%

21.78%

-3.43%

Mercato italiano
Ipsen

10

55.53%

23.70%

-4.48%

Paris
Koenig & Bauer

10

49.11%

28.11%

-4.62%

Deutsche Boerse
Biesse

10

47.86%

29.74%

-5.45%

Mercato italiano

USA-CANADA

Nutrisystem

10

54.26%

40.49%

-5.30%

Nasdaq
Panera Bread

10

52.46%

25.68%

-3.87%

Nasdaq
Melco Crown

10

38.05%

37.25%

-9.67%

Nasdaq
China Lodging

10

36.92%

34.41%

-4.94%

Nasdaq
CR Bard

10

36.86%

22.82%

-2.81%

NYSE

ASIA-PACIFIC

Melco Internat.

10

51.80%

35.96%

-6.26%

Hong Kong
Aristocrat Leisure

9.67

26.71%

26.37%

-2.82%

Australia
Tokyo Electron

9.61

17.38%

28.92%

5.34%

Tokyo
Haier Electronics

9.55

48.03%

35.66%

-6.49%

Hong Kong
Minebea

9.55

46.99%

44.06%

-8.31%

Tokyo

LATAM

Matriz

7.71

26.87%

18.18%

-2.88%

Santiago de Chile
Masisa

7.59

28.45%

47.93%

-11.81%

Santiago de Chile
Socovesa

7.22

55.41%

34.37%

-4.91%

Santiago de Chile
Ripley Corp.

7.10

22.97%

24.01%

-2.22%

Santiago de Chile

The best funds in April were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

JPMORGAN FUNDS – EUROPE DYNAMIC SMALL CAP FUND/D/EUR

9.74

16.81%

11.52%

-2.84%

JP Morgan
JPMORGAN FUNDS – EUROPE TECHNOLOGY FUND/D/GBP

9.65

15.53%

15.83%

-3.40%

JP Morgan
AXA WF FRM EUROZONE M CAP EUR EUR/-/EUR

9.63

9.95%

13.57%

-2.72%

AXA
BLACKROCK BGF – SWISS SMALL , MIDCAP OPPORTUNITIES/…

9.60

20.05%

8.91%

-2.04%

BlackRock
JPMORGAN FUNDS – EUROLAND EQUITY FUND/A/EUR

9.58

10.89%

12.84%

-2.96%

JP Morgan
DWS AKTIEN STRATEGIE DEUTSCHLAND/A/EUR

9.58

12.79%

15.53%

-3.00%

Deutsche Asset
AXA WF FRM EURO RELATIVE VALUE M CAP EUR EUR/-/EUR

9.55

9.35%

13.77%

-2.62%

AXA
SCHRODER ISF – EURO EQUITY/A/EUR

9.54

10.95%

11.93%

-3.00%

BlackRock
FF – IBERIA FUND/A/EUR

9.54

16.02%

12.76%

-3.22%

Fidelity
FF – FRANCE FUND/A/EUR

9.54

9.52%

13.08%

-2.95%

Fidelity

FIXED INCOME

AVIVA INVESTORS – GLOBAL HIGH YIELD BOND FUND/A/GBP

9.65

7.57%

23.07%

-1.28%

Aviva
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/D/GBP

9.62

8.94%

23.51%

-1.73%

Aviva
AVIVA INVESTORS – EMERGING MARKETS BOND FUND/D/GBP

8.79

0.02%

25.99%

-2.00%

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

8.55

1.71%

7.87%

-1.74%

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

8.06

3.79%

10.00%

-2.62%

Franklin Templeton
ALLIANZ GIF – US HIGH YIELD/A/PLN

8.04

2.99%

4.35%

-0.96%

Allianz
AURUM RENTA VARIABLE FI/-/EUR

8.03

6.27%

9.83%

-2.50%

Popular Gestión

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

 

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

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Verbio

10

82.02%

43.49%

-11.12%

Deutsche Boerse
Fasasoft

10

43.98%

26.11%

-5.38%

Deutsche Boerse
Sinnerschrader

10

38.77%

31.91%

-6.60%

Deutsche Boerse
Ipsen

10

26.20%

23.17%

-5.71%

Paris
Melexis

10

26.14%

25.84%

-5.73%

Brussels

USA-CANADA

The Medicines

10

54.45%

45.92%

-7.80%

Nasdaq
Cynosure

10

44.74%

37.66%

-6.08%

Nasdaq
Netease.com

10

41.66%

31.42%

-6.11%

Nasdaq
Marketaxess

10

32.88%

27.66%

-4.92%

Nasdaq
Incyte

10

32.74%

38.80%

-9.70%

Nasdaq

ASIA-PACIFIC

Geely Auto

10

42.51%

34.76%

-7.66%

Hong Kong
Minebea

10

31.84%

49.41%

-8.31%

Tokyo
Tosoh

10

18.74%

36.23%

-6.53%

Tokyo
CSL

10

17.38%

22.98%

-5.04%

Australia
Yasukawa Denki

10

15.84%

27.86%

-6.02%

Tokyo

LATAM

Forus

9.06

7.75%

28.89%

-7.02%

Santiago de Chile
Embonor

8.80

4.74%

23.23%

-4.97%

Santiago de Chile
Parque Arauco

8.77

6.92%

17.02%

-2.92%

Santiago de Chile
Paz Corp.

8.26

12.50%

31.27%

-6.90%

Santiago de Chile
Alicorp

8.24

5.34%

24.41%

-4.01%

Lima

The best funds in February 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
FF – NORDIC FUND/D/SEK

9.69

7.46%

15.79%

-2.16%

Fidelity
FRNKLN IND BLUE – UNITS – GROWTH/-/INR

9.68

8.96%

11.96%

-2.18%

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

9.67

4.77%

23.34%

-7.33%

Invesco
ALLIANZ INST. INV. SERIES – EUROPEAN MICRO CAP/A/EUR

9.65

9.15%

13.49%

-1.82%

Allianz
DSP BR 100 EQ – UNITS – REGULAR GROWTH/-/INR

9.64

9.67%

13.90%

-3.10%

BlackRock
FTIF – TEMPLETON EMERGING MARKETS SMALLER COMPANIES…

9.62

9.34%

11.16%

-2.29%

Franklin Templeton
FTIF – FRANKLIN TECHNOLOGY FUND/A/USD

9.61

9.95%

13.05%

-2.70%

Franklin Templeton
BANKINTER EEUU NASDAQ 100, F.I.

9.56

9.17%

12.23%

-2.96%

Bankinter

FIXED INCOME

AVIVA INVESTORS – GLOBAL HIGH YIELD BOND FUND/A/EUR

9.55

2.68%

10.42%

-1.32%

Aviva
AVIVA INVESTORS – EMERGING MARKETS BOND FUND/A/EUR

8.93

3.58%

8.60%

-1.89%

Aviva
ABERDEEN GLOBAL II – AUSTRALIAN DOLLAR BOND FUND/A/AUD

8.86

0.71%

4.24%

-1.10%

Aberdeen
AVIVA INVESTORS – GLOBAL CONVERTIBLES FUND/A/EUR

8.68

3.31%

13.20%

-1.85%

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

8.55

1.71%

7.87%

-1.74%

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

8.40

1.92%

10.87%

-2.62%

Franklin Templeton
ALLIANZ GIF – US HIGH YIELD/A/PLN

8.38

2.20%

10.12%

-0.96%

Allianz

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

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Sinnerschrader

9.94

26.70%

30.98%

-7.49%

Deutsche Boerse
Trigano

9.86

25.95%

31.51%

-6.30%

Paris
Orion Corp.

9.81

25.99%

19.03%

-5.39%

Helsinki
Chargeurs

9.77

76.22%

25.89%

-6.13%

Paris
Thales

9.76

33.59%

21.40%

-3.42%

Paris

USA-CANADA

MSK Instruments

10

61.81%

24.99%

-6.71%

Nasdaq
Time Warner

10

43.67%

25.88%

-5.00%

NYSE
PTC

10

43.32%

25.79%

-6.14%

Nasdaq
Reinsurance Group

10

42.51%

18.10%

-3.90%

NYSE
T-Mobile US

10

41.59%

24.81%

-5.54%

Nasdaq

ASIA-PACIFIC

Geely Auto

10

93.22%

38.41%

-8.36%

Hong Kong
Galaxy Enterteinment

10

53.78%

34.68%

-7.01%

Hong Kong
Nissan Chemical Industries

9.92

39.04%

27.41%

-7.28%

Tokyo
Lion Corp.

9.82

62.41%

41.30%

-9.06%

Tokyo
Asahi Kasei Corp.

9.74

23.10%

31.04%

-6.06%

Tokyo

LATAM

Grupo Security

9.15

26.90%

19.48%

-3.92%

Santiago de Chile
SM Banco Chile

9.10

14.48%

12.25%

-3.07%

Santiago de Chile
Cerro Verde

8.64

41.45%

41.48%

-7.26%

Lima
Capsa

8.58

213.19%

41.05%

-8.31%

Santiago de Chile
Edelnor

8.47

9.09%

27.63%

-4.53%

Lima

The best funds in November were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

JPMORGAN FUNDS – AMERICA MICRO CAP FUND

9.65

20.33%

15.96%

-4.71%

JP Morgan
EDMOND DE ROTHSCHILD FUND – US VALUE , YIELD – A

9.57

22.41%

24.56%

6.46%

Edmond de Rothschild
AXA ROSENBERG US SMALL CAP ALPHA FUND CLASS A USD ACCM

9.55

16.53%

18.85%

-4.17%

AXA
M&G NORTH AMERICAN DIVIDEND FUND – C – EUR – ACC

9.39

17.71%

17.54%

-4.56%

MG Investments

FIXED INCOME

CS BOND FUND LUX HIGH YIELD USD I CAP

8.77

11.19%

5.75%

-1.83%

Credit Suisse
CARMIGNAC PORTFOLIO GLOBAL BOND

8.61

10.07%

5.33%

-0.96%

Carmignac
BLACKROCK PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
FTIF – TEMPLETON GLOBAL TOTAL RETURN FUND A(ACC) EUR

8.52

4.53%

16.77%

-4.56%

Franklin Templeton
FF-ASIAN HIGH YIELD Y

8.49

13.48%

4.35%

-1.04%

Fidelity
JPM INCOME OPPORTUNITY PLUS A (ACC) – USD

8.46

7.25%

4.01%

-0.96%

JP Morgan

 

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

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Borussia Dortmund

10

45.14%

22.75%

-4.78%

Deutsche Boerse
Galapagos

10

5.13%

49.36%

-12.49%

Brussels
Trigano

10

12.91%

33.31%

-5.95%

Paris
Teleperform

9.96

24.21%

21.89%

-4.87%

Paris
Euro Scientific

9.85

27.11%

30.31%

-5.68%

Paris

USA-CANADA

Spectra Energy

10

76.27%

30.09%

-4.64%

NYSE
Finisar

10

102.82%

38.74%

-7.56%

Nasdaq
Netease.com Inc

10

46.62%

36.97%

-10.71%

Nasdaq
Dominos Pizza

9.96

48.13%

28.41%

-4.54%

NYSE
CBS Corp.

9.89

20.48%

24.91%

-6.68%

NYSE

ASIA-PACIFIC

Geely Auto

10

113.08%

38.05%

-8.17%

Hong Kong
Lion Corp.

10

50.17%

39.77%

-7.28%

Tokyo
Challenger Financial Services

9.99

20.30%

30.27%

-7.08%

Australia
Morinaga

9.83

51.56%

43.02%

-9.06%

Tokyo
China Pharm

9.74

3.54%

32.37%

-6.13%

Hong Kong

LATAM

Hortifrut

10

130.77%

25.31%

-1.62%

Santiago de Chile
Empresas Hites

10

96.85%

27.70%

-4.57%

Santiago de Chile
Parque Arauco

9.78

42.74%

19.39%

-3.53%

Santiago de Chile
Multifoods

9.77

216.37%

45.94%

-6.05%

Santiago de Chile
Banco Crédito Inversión

9.76

26.05%

14.72%

-2.81%

Santiago de Chile

The best funds in October were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

M&G JAPAN SMALLER COMPANIES FUND – C – EUR – ACC

9.58

15.34%

19.46%

-4.47%

M&G Investments
ALLIANZ RCM INDONESIA A EUR

9.50

23.21%

30.24%

-5.80%

Allianz
ALLIANZ EUROPEAN MICRO CAP IT EUR

9.47

0.80%

14.84%

-3.76%

Allianz
JPMORGAN FUNDS – JAPAN EQUITY FUND – A – USD – DISTR

9.36

7.01%

23.43%

-6.16%

JP Morgan

FIXED INCOME

FTIF – TEMPLETON EMERGING MARKETS BOND FUND – I – U…

9.15

11.40%

11.08%

-2.42%

Franklin Templeton
FTIF – FRANKLIN HIGH YIELD FUND – I – USD – ACC

9.06

18.26%

9.65%

-2.25%

Franklin Templeton
SISF GLBL INF LKD BD USD HDG C ACC

8.88

12.21%

5.51%

-1.04%

Schroder
FTIF – TEMPLETON GLOBAL TOTAL RETURN FUND A(ACC) EUR

8.87

3.34%

15.71%

-4.11%

Franklin Templeton

Bootstrapping: an example of how it works for specific assets

In a post that we published two weeks ago, we reported that T-Advisor uploaded a new bootstrapping tool to forward testing assets and portfolios. We explained some ideas about how it works, but we are going to show today the results with specific examples.

For instance, let’s simulate a bootstrapping for S&P 500 for the next 20 years. We can select the highest number of trays: 10,000. The more number of trays we choose, they best probability analysis we get. In this case, these are the results:

S&P bootstrapping simulation

Data provide that the maximum possible loss is 25.14% in 4.5 years, but after this point, the poorest result goes up and becomes positive 16.6 years later. Expected probable returns in 20 years are 296%, what means a 15% annually. What does it mean? Investing produces profits in the long term.

The cumulative returns distribution shows also that the highest probability is that S&P performs between -72.9% and 206.82% in around the 40% of the cases.

S&P cumulative return distribution

Let’s get an example from a fixed income fund. It is a bond high yield fund. We simulate with the same conditions: 20 years and 10,000 trays. This is the result:

Fixed income fund bootstrapping simulation

The maximum possible loss is 17.26% in 5.2 years and it reaches probably the breakeven near the 20th year. Expected probable returns in 20 years are 113%, that means a 5.6% annually. In this case, fixed income performs lower than stocks, but possible losses are also less.

The cumulative returns distribution shows also that the highest probability is that the fund performs between 61% and 124% in around 27% of the cases. There is also a probability of 22.5% of obtaining between -1.4% and 61%. If we compare this figures with the S&P bootstrapping, the range is shorter, that means, it is less volatile.

Fixed income fund cumulative returns distribution

What can we conclude?

  1. Investing performs positive in the long term and probably with higher returns than other products.
  2. People should forget to become rich in a year when they invest. Results are clear only in the long term. We have to consider shares and funds investing as an asset amongst other ones.
  3. Bootstrapping provides ONLY probabilities, NOT certainties. When we forward test, we obtain signals, clues and ideas about the possible trends. That is why to read carefully and analyse quietly the results.
  4. At the end, investing is a kind of job that needs a very important value: patience.

Risk profile matters to build your portfolio

Basic risk profiling test in T-Advisor

Risk profile matters for investors. It is relevant information, because anybody has the same standard to resist the market changes. When we speak about risk profiling, we mean a process for finding the optimal level of investment risk for an investor, considering three items:

  • Risk required: risk associated with the return required to achieve the investor’s goals from the financial resources available.
  • Risk capacity: the level of financial risk the investor can afford to take.
  • Risk tolerance: the level of risk the investor is comfortable with.

The three components are different faces of the same process. For instance, you can be very aggressive in investments (risk tolerance), but without very much money to invest, because you are very engaged with different kind of expenditures, as a mortgage or children (risk capacity).

Investment authorities in different countries have developed several standards to test the risk profile for individuals and these tests are required to banks, wealth managers and financial adviser with their customers. These tests ask for the experience, the knowledge and the strategy. An individual with low knowledge and experience in investments cannot begin with complex products, because the risk of losing a huge amount of money is very high.

Risk profile means that individuals and their investments have to agree the same standard. From this perspective, the usual range comes from very conservative to aggressive. Usually, conservative investors prefer a lower performance if their portfolios suffer less changes and tend to keep their investments for a long term. Aggressive investors choose always a higher performance, although the assets suffer more changes and they have more probability to loss their money. They also look for short or medium-term investments.

What are the recommendations for conservative risk profiles in order to build their portfolios? Fixed-income assets (bonds, fixed-income mutual funds), cash, deposits and, if they are a bit biased to equities, the best are liquid stocks that pay dividends. On the other hand, aggressive profiles will look for equities (even in risky countries, as emergings or frontier), short-term assets and derivatives. They can provide high returns, but you can also loss everything.

What is the main recommendation over the ones above? Every investor has to honest with himself to accept his profile. If you lie yourself, you can be at a very high risk in investments. That is why you have to fill in a risk test, before you put your money in any adventure.

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