Tag Archives: Nasdaq

Market opportunities by T-Advisor: Healthcare Services Group

T-Advisor, through its tool Market Opportunities, has detected the company Healthcare Services Group, listed in Nasdaq, as an opportunity for investment.

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

Healthcare Services Group main figures in T-Advisor

The chart shows the evolution in the last year:

Healthcare Services Group chart in T-AdvisorThe technical analysis reveals also more data:

Healthcare Services Group technical analysis in T-AdvisorFinally, the risk analysis is as it follows:

Healthcare Services Group risk analysis in T-Advisor

Healthcare Services Group is a company specialised in housekeeping, laundry, dining and nutrition services mainly in the seniors living and hospital markets. Founded in 1976, its current market capitalisation is US$ 2,769.92 million. Revenues increased an 11% in 2015 compared with 2014, up to US$ 1,436.8 million. Net income jumped a 165.5% in 2015 compared with 2014, up to US$ 89.05 million, as a result of the improvement of the revenues and the control of the costs. The share price doubled in the last five years.

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!

Market opportunities by T-Advisor: ADP

T-Advisor, through its tool Market Opportunities, has detected the company Automatic Data Processing (ADP), listed in Nasdaq, as an opportunity for investment.

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

ADP main figures in T-Advisor

The chart shows the evolution in the last year:

ADP chart in T-Advisor

The technical analysis reveals also more data:

ADP technical analysis in T-Advisor

Finally, the risk analysis is as follows:

ADP risk analysis in T-Advisor

Automatic Data Processing is an American provider of business outsourcing solutions. It is a comprehensive global provider of cloud-based Human Capital Management (HCM) solutions. It was also a provider of computing services to automobile and heavy equipment dealers, but spun off those businesses in 2014. It has more than 610,000 clients around the world today.

Revenues increased last fiscal year (ended 30. June 2014) an 8.1%, till $12.2 bn. These figures have grown 37.7% in the last five fiscal years. Net profit reached $1.5 bn in FY2014, an 8.3% more, while the profit growth in the last five fiscal years was 27.9%. The share price has steadily increased 162% since August 2010.

T-Advisor model portfolios: these are our results

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 four related to countries (Germany, UK, Spain and Nasdaq 100 from US).

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. They are not static, but we rebalance them 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 2014 for our risk-profiled model portfolios:

1-year-return

Volatility

Sharpe ratio

Aggressive

17.77%

10.94%

1.84

Dynamic

20.03%

9.91%

1.99

Balanced

19.50%

5.57%

2.84

Conservative

17.84%

2.06%

4.89

Very conservative

14.02%

0.62%

5.81

Who said that very conservative strategies have very low returns? And now the results of our country portfolios:

1-year-return

Volatility

Sharpe ratio

Index

Germany

20.84%

10.94%

1.84

2.65% (DAX)

Spain

9.31%

9.91%

1.99

3.66% (Ibex)

Nasdaq 100

1.91%

5.57%

2.84

18.8% (Nasdaq)

UK

-0.59%

2.06%

1.89

-2.71% (FTSE)

Our strategies outperformed the reference indexes (with the exception of Nasdaq 100), but even in a negative environment, as in UK, our portfolio reduced the losses.

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!

Market opportunities by T-Advisor: Amgen Inc

T-Advisor, through its tool Market Opportunities, has detected the company Amgen Inc., listed in Nasdaq, as an opportunity for investment.

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

Amgen Inc main figures in T-Advisor

The technical analysis reveals also more data:

Amgen Inc Technical analysis in T-Advisor

The chart shows the evolution i the last year:

Amgen Inc chart in T-Advisor

Finally, the risk analysis is as follows:

Amgen Inc risk analysis in T-Advisor

Amgen Inc is an American biotechnological company specialized in the development of several kind of drugs, mainly for cancer diseases. It has subsidiaries and representatives offices in 35 countries around the worls. Total revenues in 2013 reached USD 18,676 million, a 8.17% more compared with the former year. Net income improved a 16,93%, till USD 5,081 million (USD 6.64 per share). The share increased the value a 133% in the last five years. The company has also a purchase strategy to grow, as it bought 7 laboratories in the last five years. Last purchase was Onyx Pharmaceuticals.

The February best performers in the main markets

February has been considered a traditionally unstable month for the markets. This year winds blow for a positive trend and the main markets performed over 5%. American Nasdaq closed February with 3.696 points, a 7,43% more than in the beginning of the month. In Europe, German DAX was near 9.700 points, exactly 9.692, a 5,5% more, while London FTSE beat the 6.800 points bar, till 6.809, a 5,32% more.

T-Advisor compiled the best performers in February in this reference indexes. In Nasdaq, the three more successful were Alexion Pharma, Mylan Laboratories and Facebook. All of them multiplied at least three times the index performance.

Perf. Month

Perf. YTD Score Volatility

VaR week

Alexion Pharma

32.92%

33.05% 10 37.7%

-7.18%

Mylan Laboratories

24.32%

28.04% 10 25.57%

-3.42%

Facebook

24.16%

25.25% 8.29 43.9%

-6.08%

In London, the three best companies in February were Kazakhmys, Fresnillo and Weir Group. All of them beat at least four times the index performance.

Perf. Month

Perf. YTD Score Volatility

VaR week

Kazakhmys

70.71%

38.71% 8.2 57.76%

-13.52%

Fresnillo

26.7%

27.63% 8.2 50.91%

-13.77%

Weir Group

21.72%

20.4% 9.8 27.28%

-6.33%

In Frankfurt, the best performers were Infineon Technologies, Continental and Lanxess. In this case, this companies only doubled the index performance.

Perf. Month

Perf. YTD Score Volatility

VaR week

Infineon Tech

11.37%

5.93% 8.93 26.93%

-6.14%

Continental

10.7%

10.63% 9.48 23.76%

-5.25%

Lanxess

9.53%

10.94% 7.93 32.48%

-9.08%

Chemicals (Alexion, Mylan, Lanxess), commodity producers and linked industries (Kazakhmus, Fresnillo, Weir Group), technology companies (Facebook, Infineon) and the automotive manufacturer Continental dominated as the best performers in February.