Tag Archives: funds

There are many transactions that you can do with your portfolio in T-Advisor

We have a very long experience providing financial tools for investors. That’s why we publish regularly posts about our solutions, because we have always detected that users do not take advantage of many gadgets, features and details developed for them to a better management of their portfolios.

Do you know what kind of financial transactions you can do in T-Advisor? Let’s say that you have your portfolio and you add some assets: either stocks, ETF or mutual funds. The usual operations are “buy” and “sell”. Those are easy, but there are quite a lot of them. Think about that:

  • If you have funds, you maybe think to transfer from one to another. There are transactions of buy and sell, but transferring the money, not a payment or refund with cash.
  • What about stock dividends or bond coupons? If you receive those payments, you have to register that increase of capital.
  • In the case of bonds, they can be cancelled or they can expire, with the subsequent effects in your portfolio.
  • Again, what refers to shares or ETF, there can also be splits and sold of rights.
  • However, there are also movements linked to cash, because a portfolio has an associated account. Let’s only think about the different charges that you can register. We show you in this list:

Cash operations in portfolios in T-Advisor

Not bad, huh? T-Advisor has several functionalities that deserve to speak with more details. These are some of them. An investor need a tool that has the right features to register all kind of movements related to his or her assets. This is the way to improve your independent wealth management. This is a reason why we say that we make available professional tools for self-directed investors.

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

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

 

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?

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

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

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Sysopen Digia

10

176.32%

33.08%

-5.31%

Helsinki
Agfa-Gevaert

10

146.08%

29.78%

-5.22%

Brussels
Trigano

10

144.76%

32.51%

-4.61%

Paris
Stedim

10

113.02%

26.18%

-5.39%

Paris
PCAS

10

110.16%

27.34%

-3.89%

Paris

USA

Amazon

10

117.74%

31.26%

-5.02%

Nasdaq
Cascades

10

75.26%

32.46%

-7.14%

Toronto
CCL Industries

10

74.32%

29.45%

-5.68%

Toronto
Acuity Brands

10

67.66%

24.49%

-4.92%

NYSE
Verisign

10

57.91%

21.85%

-4.30%

Nasdaq

ASIA

Ono Yakuhin

10

94.13%

34.17%

-6.70%

Tokyo
Kaneka

10

91.98%

26.75%

-5.31%

Tokyo
Toei

10

72.61%

33.11%

-6.08%

Tokyo
Shionogi

10

69.76%

29.99%

-5.10%

Tokyo
Marui

10

67.18%

35.05%

5.75%

Tokyo

LATAM

Oro Blanco

6.63

26.26%

50.51%

-11.80%

Santiago de Chile
Cervecerías

6.25

33.11%

25.79%

-5.33%

Santiago de Chile
Edelnor

5.71

11.63%

15.64%

-4.01%

Santiago de Chile
Inversiones Agua

5.71

5.26%

8.33%

1.89%

Santiago de Chile
Embotelladora Andina

5.61

28.74%

25.98%

-4.81%

Santiago de Chile

The best funds in December were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

JPMF India

9.77

3.84

17.84%

-4.32%

JP Morgan Asset
JPMF Pacific

9.76

3.90%

13.90%

-4.01%

JP Morgan Asset
JPMF US

9.70

0.24%

13.09%

-3.21%

JP Morgan Asset
AXA Europe Small Cap

9.69

36.67%

12.11%

-1.81%

AXA
Inv 3 Global Tech

9.66

4.82%

15.44%

-3.90%

Invesco Asset
AXA World Fund Talents

9.66

20.18%

16.58%

-3.68%

AXA

FIXED-INCOME

BLKRKMUNASST

9.18

1.74%

8.31%

-1.89%

BlackRock
JP Morgan US Bond

8.95

1.94%

2.81%

-0.58%

JP Morgan Asset
BlackRock PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
SISF AS CON BD

8.47

4.95%

8.16%

-1.40%

Schroder
SISF Global Conver.

8.32

3.01%

6.63%

-1.61%

Schroder
SISF Asian Convert.

8.31

6.88%

8.18%

-1.37%

Schroder