Tag Archives: Stocks

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 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?

Market outlook 2016: what to expect for the next year

December is time to analyse the results of our investments and look what may happen in the next year. What are the expectations, forecasts and outlooks for 2016?

Macroeconomics

Last IMF projections about the GDP assumed that global economy would grow more than in 2015. India, ex – Soviet Republics (except Russia), Mexico and the developed countries will head this positive evolution. China will grow, but at a lower pace. The worst results are for Brazil and Russia, where there will be a negative growth.

Central banks

Next week Fed meeting will decide about the possible rate hike after 10 years and some think that the US central bank have reasons to do it, as growth and employment are strong in the first economy. However, a rate hike could have negative effects for the dollar, as it would strengthen against the euro (possibly till the parity) and exports would be more expensive. What is given for sure is that the ECB and the BoJ will remain their dovish position due to the weakness of the recovery in their areas.

Stock markets

News are not specially good for US stocks, as several experts agree in a low growth or even return decrease in the S&P in 2016. On the other side, European stocks would outperform American ones, although analysts warn about the effects of a weak economic growth in 2016.

Bonds and commodities

Oil will still remain weak or even cheaper, if we take into account some forecasts. OPEC countries do not cut their production and US inventories are at the highest level. The downward trend is also sure for the rest of commodities, as Chinese lower growth will condition this markets, because the Asian giant will demand less.

What the bonds refer, there will be not much changes, as central banks will still maintain its current policy, apart from the possible Fed exception, whose possible rate hike will not have an enormous effect in the yields.

That’s the general market consensus. Of course, life is always open and there can be surprises that can move more positive or negative: the next US president election, the evolution of Daesh and the Syrian war or any outrageous predictions that Saxo Bank typically publish at the end of the year… hopefully, none of them happen.

Ranking T-Advisor: Our 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 follows:

Company Score Perf. YTD Volatility Weekly VaR Market

USA

CGI Group

10

20.79%

17.21%

-3.85%

Toronto
Int. Flavours & Fragrances

10

15.60%

16.22%

-3.39%

NYSE
AmerisourceBergen

10

15.17%

15.24%

-2.63%

NYSE
Equifax

10

13.16%

15.63%

-3.56%

NYSE
Wellpoint Inc

10

12.17%

17.52%

-2.88%

NYSE

EUROPE

Okmetic

10

38.30%

19.14%

-3.15%

Helsinki
Van de Velde NV

10

36.72%

18.55%

-1.66%

Brussels
Huhtamaki Oyj

10

31.18%

18.56%

-4.51%

Helsinki
Jensen-Group NV

10

30.40%

15.97%

-2.28%

Brussels
Merck Kgaa

10

29.43%

18.08%

-3.13%

Xetra

ASIA

Fosun International

10

24.01%

24.89%

-5.70%

Hong Kong
Q.P.Corp

10

23.32%

25.34%

-3.57%

Tokyo
Morinaga & Co

10

20.88%

23.58%

-3.66%

Tokyo
APA Group

10

20.67%

15.64%

-4.43%

Australia
Hutchison Whampoa

10

20.44%

21.18%

-4.22%

Hong Kong

LATAM

Banmedica

10

16.66%

31.36%

-4.29%

Santiago de Chile
Fomento Economico

9.84

4.20%

19.49%

-3.49%

Mexico
Empresas CMPC

9.72

4.02%

20.66%

-4.63%

Santiago de Chile
Grupo Aeroportuario Pacifico

9.67

3.92%

21.18%

-4.00%

Mexico
Luz del Sur

9.62

1.56%

14.36%

-2.70%

Lima

The best funds in March were as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Axa World Fund Aedificandi A Dist EUR

10

16.24%

13.07%

-2.15%

AXA
AWF F Eu RES — Shs -I- — Capitalisation

10

16.46%

13.07%

-2.14%

AXA
Allianz Europe Equity Growth AT (H2-HUF)

10

17.86%

13.45%

-3.35%

Allianz
Hend Hor Japan Smal — Shs -X2- — Capitalisation

10

5.77%

13.66%

-3.32%

Henderson
EV RV EMERGENTES GLOBAL FI

10

13.32%

14.20%

-2.98%

Popular Gestion
Franklin U.S. Opportunities Fund C

10

4.60%

15.02%

-3.53%

Franklin Templeton
M&G Inv 1 Jpn Smllr — Accum.Shs — Class -C- EUR

10

24.60%

15.12%

-3.29%

M&G Securities
CA Funds India-DC

10

8.57%

15.74%

-3.86%

Groupama
FF-INDIA FOCUS Y

10

8.08%

16.39%

-3.59%

Fidelity
DWS Deutschland

10

17.81%

19.14%

-5.07%

DWS Investment

FIXED-INCOME

Flaherty&Crumrine

9.91

7.05%

13.11%

-3.47%

BlackRock
Fidelity Funds – United Kingdom Fund A

9.90

5.64%

13.42%

-3.56%

Fidelity
Flaherty&Cr Pfd Opp

9.82

5.45%

11.01%

-3.02%

BlackRock
BlkRk MuniVest II

9.81

2.88%

8.31%

-1.62%

BlackRock
SISF Global Convertible Bond I Acc

9.80

2.97%

6.85%

-1.55%

Schroder
Nuv CreditSt-SBI

9.79

2.50%

7.20%

-1.97%

BlackRock
Pioneer Funds – US High Yield Corporate Bond I

9.79

17.37%

8.41%

-1.78%

Pioneer
SISF Glbl High Yld I Acc

9.77

2.52%

4.04%

-0.93%

Schroder
SISF Asian Convertible Bond I Acc

9.77

2.44%

4.65%

-0.93%

Schroder
CS Bond Fund Lux High Yield USD I Cap

9.76

2.69%

3.98%

-1.19%

Credit Suisse

 

Ranking T-Advisor: Our best stocks and funds till August

What stocks and funds were the best in the first eight months of 2014? 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 till August were as follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Nemetschek AG

10

67.52%

22.90%

-4.65%

Xetra
DO & CO

9.85

39.43%

19.11%

-4.66%

Wiener Börse
ITS Group

9.70

103.58%

34.89%

-5.55%

Euronext Paris
Actielec Tech

9.69

69.72%

63.46%

-9.63

Euronext Paris

USA

InterMune

10

398.98%

89.16%

-11.70%

Nasdaq
Natural Health Trends

10

305.62

65.03%

-10.68%

Nasdaq
AAC Achillion Pharmaceuticals

10

273%

139.05%

-13.01%

Nasdaq
Biodelivery Science

10

191%

64.02%

-10.04%

Nasdaq
TriQuint Semicon

10

139.56%

40.04%

-4.66%

Nasdaq

ASIA

Clarion

10

189.87%%

40.59%

-5.88%

Tokyo
Seiko Epson

10

100.35%

42.07%

-8.33%

Tokyo
Tekken

10

54.48%

87.27%

-7.43%

Tokyo
Essex Bio-Tech

10

53.58%

55.49%

-9.76%

Hong Kong
Tobishima

10

33.33%

55.28%

-6.74%

Tokyo

LATAM

Lojas Renner

9.54

19.72%

22.28%

-4.35%

Sao Paulo
CFR Pharmaceuticals

9.45

72.24%

42.66%

-5.62%

Santiago de Chile
Grupo Aeroportuario

9.4

36.37%

20.72%

-4.16%

Mexico
Bancolombia

9.37

22.58%

18.87%

-4.85%

Colombia
Cosan Ind Comer

9.26

7.88%

26.78%

-5.51%

Sao Paulo

The best funds till August were as follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

FIXED-INCOME

Global Real Return Fund IE0033591748

9.04

7.96 %

4.21%

-0.82%

Pimco Funds
BGF As Tig Bd A2C LU0063729296

9

7.67%

3.17%

-0.56%

Black Rock Funds Managers
SISF Glbl Inf Lkd Bd USD Hdg C LU0188096720

8.99

6.43%

3.36%

-0.62%

Schroder Investment
Templeton Asian Bond Fund I EUR LU0366764263

8.9

12.71%

6.15%

-1.23%

Franklin Templeton AM
FF-Emerging Mkt Debt Y LU0238206337

8.88

10.40%

5.56%

-0.99%

Fidelity
PIM Gl Real Ret IE0034234553

8.86

7.63%

4.28%

-0.83%

Pimco Funds
Pioneer SF – Euro Extra Long Term Bond  Class F Non – Distributing EUR LU0271692013

8.84

17.27%

4.17%

-0.83%

Pioneer
Templeton Asian Bond Fund I Acc LU0229951032

8.83

6.13%

4.93%

-0.90%

Franklin Templeton AM
Ff-Emer Mkt Debt Acc Eur LU0238205289

8.81

17.36%

6.27%

-1.19%

Fidelity
Global Bond Fund IE0030565943

8.81

6.08%

1.65%

-0.22%

Pimco Funds

EQUITY FUNDS

SISF Middle East EUR I Acc LU0316468478

9.87

39.66%

13.75%

-2.62%

Schroder Investment
JPM Emerging Middle East Equity A (acc) – EUR LU0401356422

9.81

33.97%

15.86%

-2.80

JP Morgan AM
Templeton Thailand Fund I(acc) USD LU0366776861

9.8

30.85%

19.53%

-5.75%

Franklin Templeton AM
Franklin Biotechnology Discovery Fund I (acc) LU0195948822

9.76

22.41%

26.24%

-7.77%

Franklin Templeton AM
S Lif IG Chi Eq – Shs –A – Capitalisation LU0213068272

9.74

6.18%

13.70%

-3.17%

Standard Life Investments
FF-INDONESIA Y LU0346391328

9.73

30.58%

22.07%

-5.87%

Fidelity
SISF Middle East I Acc LU0314591099

9.71

30.76%

13.17%

-2.47%

Schroder Investment
JPMorgan Funds – Emerging Markets Small Cap Fund LU0318933131

9.68

15.26%

10.38%

-2.46%

JP Morgan AM
Fidelity Funds – Thailand Fund A LU0048621477

9.67

22.46%

20.30%

-6.71%

Fidelity