Trendrating Unveils ‘Portfolio Momentum Rating’ for Aggregated Portfolio Analysis

The new capability enables fund managers to rate their portfolio by momentum to indetify underperforming stocks and ETFs.

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The Momentum platform consumes closing prices and volume data for global equities, exchange-traded funds and country and sector indexes, and runs the data through a proprietary Smart Momentum Model, which is designed to spot trends early and to eliminate short-term fluctuations in volatility. The model then attributes ratings─from A to D─based on whether the stock is moving up or down. This offers a complete way to measure the aggregated momentum exposure for whole portfolios, baskets of stocks,

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