Home - Trendrating

Time 2022-10-02 11:57:26

Web Name: Home - Trendrating

WebSite: http://www.trendrating.com

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Home,Trendrating

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SolutionsClientsAbout UsInsightsResearchAcademic White PapersTrendrating White PapersTrend Capture Rating (TCR)EvidenceValue EvidenceMarket ReportsThe EdgeNewsArticlesPress ReleaseVideosFAQContact

SolutionsClientsAbout UsInsightsResearchAcademic White PapersTrendrating White PapersTrend Capture Rating (TCR)EvidenceValue EvidenceMarket ReportsThe EdgeNewsArticlesPress ReleaseVideosFAQContact

TRENDRATING PROVIDES VALUABLE INSIGHTS AND PRAGMATIC SANITY CHECK FOR EQUITY INVESTORS THE NEW STOCK MARKET CYCLE SEEMS TO OFFER HIGHER RISKS AND LOWER RETURNS. IT IS CRITICAL TO STRENGTHEN THE INVESTMENT STRATEGIES USING A VERY SELECTIVE PROCESS.

Leading-edge technology 

Design, test and optimize fundamental-driven Investment strategies.

Advanced Analytics 

Profit from performance dispersion, and capture price trends.

Leading-edge technology

Is it possible to maximize the performance using a combination of fundamental metrics that enables a better selection and higher returns? What fundamentals are most rewarding in this more challenging market?

The Trendrating solution offers valuable insights to fundamental investors in their stock selection and portfolio construction processes.

Our strategy builder supports the design, historical test, optimization and documentation of investment strategies and the production of selected stock lists using a rich data set of data and analytics. Users can choose their preferred fundamental metrics to test the results, explore other value and growth metrics combinations and discover the most effective rules and parameters for producing the best investment strategy in this very selective market cycle.

A safe multi-year test allows analyzing and comparing the returns from different fundamental parameters.

The ability to select and combine different rules empowers investors to create, validate and document the best strategies.

DISCOVER

ways to leverage your skills and maximize your performance.

EXPLORE

more opportunities.

COMBINE

the rules and the parameters as you like.

CREATE

your enhanced strategies.

TEST and VALIDATE

with solid evidence.

See an example of insights

QUANTITATIVE FUNDAMENTAL INSIGHTSCOMPARATIVE ANALYSIS - Investment Universe: 700 US Largest Cap Stocks - 50 stocks selected - 10 Years test as of August 2022 - Rebalance: Monthly1st selection rule2nd selection ruleyearly performance
(10 years)2022 YTD performanceS&P 50011.02%-14.8%VALUElowest P/E10.15%-5.2%lowest P/S9.72%-0.82%lowest P/Elowest P/S11.56%-5.6%GROWTHhighest 12 months earnings growth11.2%-17.04%highest 12 months earnings growthhighest 12 months sales growth13.49%-7.3%highest 3 months earnings growth15.52%-4.17%highest 3 months earnings growthhighest 3 months sales growth16.8%-4.17%VALUE + GROWTHlowest P/Ehighest 3 months earnings growth18.1%4.9%lowest P/Shighest 3 months sales growth14.49%4.6%

Advanced analytics

Access all available market intelligence that can give you extra ammunitions to handle the new market cycle. We offer a proven methodology to rate price trends.

Discriminating across trends and validating the actual price action can boost any investment strategy. Conventional data and tools overlook recognizing and filtering trends and miss profiting from the dispersion implicit in any selected list of stocks, whatever the investment approach.

At Trendrating we realize that professional investors deserve better content and leading-edge market intelligence to compete in a more challenging market. Our focus is on helping our clients to profit from performance dispersion.

This is what our trend discovery model offers. The focus is on measuring and respecting price action and discriminating between bull and bear trends. Our multi-factor pattern recognition model is designed to decipher the money flow in and out of stocks, and capture trends, irrespective of opinions, biases and price noise. Our data adds pragmatic, logical intelligence to gain insights on medium-term price trends. Make trends work for you.

The A and B ratings identify bull trends, while C and D ratings spot bear phases. The results are fully transparent, testable and measurable every month.

How to use the rating

Stocks – Use the rating to measure the trend risk. Control the holdings and validate investment ideas.

A – Very Low Risk (Confirmed bull trend)

B – Low Risk (Beginning of bull trend)

C – High Risk (Inception of bear trend)

D – Very High Risk (Confirmed bear trend)

Portfolios – Measure the aggregated rating of portfolios to evaluate the allocation across trends. The lower the rating, the larger is the exposure to falling stocks and the higher is the underperformance risk.

SUPPORTED TASKS

VALIDATION AND RANKING - Enhance your selection process for maximum performance.

The challenge. Selecting and validating what stocks to buy or hold should take into consideration several factors. A key factor if the actual price trend. Neglecting a sound assessment and respect of the current trend direction is the primary cause of underperformance. Omitting a pragmatic sanity check of the evident price evolution is a high-risk choice. A systematic, objective, well tested methodology can fill this intelligence gap.

The solution. Use Trendrating to validate investment ideas, as the confirmation of a positive trend in motion adds strength to the decision and reduces the risks. When considering a list of stocks to buy Trendrating can add an extra layer of trend quality ranking to select the best opportunities.

RISK CONTROL – Stay on top of changing trends.

The challenge. There is an element of risk that some investors ignore – the trend risk. It is the risk of holding a stock that starts turning down, proving that the selling pressure outweighs the buying interest, and may well experience a bear trend, whose extent is uncertain. Managing multiple portfolios makes it difficult to oversee all the holdings and spot in time negative trend reversals that generate new risks.

The solution. Trendrating enables the efficient monitoring of all the equity exposure via a prompt alerting in case of emerging “trend risks” in any security. A downgrade points to a high probability of more damage to follow.

NEW INVESTMENT IDEAS – Capture more opportunities earlier.

The challenge. Monitoring an investment universe is time consuming. New investment ideas are often generated a bit late, after an obvious positive trend started. The outcome is missing profitable opportunities or being late for lack of timely information.

The solution. Use Trendrating alerts page to quickly spot the start of a bull trend in any stock within the investment universe of your choice. You are then alerted in time to profit from the potential rise and decide if the opportunity fits your investment rules.

SECTOR / MARKET ALLOCATION – Discriminate and exploit trend strength.

The challenge. The allocation framework can generate higher returns if also optimized on the specific strength across markets and sectors. A sector where a large part of the stocks is in a bull trend is more appealing than a sector with only a few stocks rising. But how can one measure and compare the aggregated strength of any sector to maximize the upside potential and reduce risks?

The solution. Trendrating calculates the aggregated rating for any list of stocks, providing consistent, objective metrics to enhance the allocation with a layer of “trend validation”.

STRATEGY DESIGN AND VALIDATION – Give a boost to your strategy and document the value.

The challenge. Any investment strategy can unquestionably be improved at any time. But designing, testing, optimizing and validating an active strategy requires a rich data set and state-of-art technology.

The solution. Trendrating developed a solution that makes this critical and complex task easy and fast. It enables the construction of strategies combing fundamentals and the company trend discovery analytics to obtain a solid blend of quality and pragmatism. The user can design his own strategy, defining the rules and the parameters from an extensive library of data and indicators. It is then easy to run a test for up to 10 years of history, optimize the parameters to maximize the performance, and finally document the results and execute.

NEW PRODUCTS LAUNCH – Disrupt and grow.

The challenge. The new market cycle is changing the game for product issuers. The end of the 12 years bull market will expose the inadequacy of many investable products that prospered in the good days.

As investors realize that a passive product can be a source of repetitive losses, they will shift assets elsewhere. And the opportunity is filling the inevitable future demand of intelligent products that can deliver gains also in a low to negative returns cycle that can last years.

The solution. The way forward is advanced active management, profiting from the recurrent performance dispersion inherent in any investment universe across different market cycles. Farsighted operators launching innovative products will capture a significant share of the assets reallocation at the expense of those that will persist with a conventional offer range, detached from the new course. Trendrating supports the design of products combining the best of fundamental analysis and a safe trend validation, offering a more robust investment story.

Gain market insights and profit from performance dispersion.

Do not miss opportunities because you lack an extra layer of market intelligence.

Make trends work for you.

Our Range of Solutions

Alternative data, advanced analytics and leading-edge technology delivering alpha. Measurable, Actionable, Repeatable.

Use cases

Validate investment ideas and analysts’ opinions. Identify new investment opportunities. Portfolio risk management, analysis and optimization. Tactical allocation and sectors rotation. Design, test, optimization of smart indices and strategies. Alerts of positive and negative trend reversals.

Benefits

Improved performance. More effective risk control. Full transparency. Enhanced compliance. Time saving. Cost reduction.

Our Clients

Our Partners

Awards

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