Stock Alerts

Stock Alerts

3 kinds of alerts may be triggered at holdings level that can be screened in the Explorer or tracked in Watchlist or Portfolios sections:

  • Exit? is an alert that is triggered when an array of signals (including low base scores, low performance surprise index, negative technical signal, etc.) points to a failing position that should not to be left to fester. While not prescriptive, it represents a strong encouragement to take another look at the holding and decide whether it is time to cut one’s losses and move on. This is the most common alert which may affect 5% to 10% of stocks at any time
  • Take Profit? is an alert that may be triggered for stocks whose base score is declining in conjunction with an array of other signals (such as an extremely positive performance surprise index or an amber flag), which suggest looking at taking some money off the table (and contribute to rebalancing the portfolio in the process) This alert may affect up to 5% of stocks at any given time
  • Check Thesis! is an alert that typically occurs when the engine fears it may be missing something important and negative about the stock, given the disconnect between its generally constructive stance on the stock and its performance… The alert consists of encouraging the investor to look again at the investment thesis and decide whether any recent news flow may or may not change the attractiveness of the investment case. This alert typically affects 3% to 4% of stocks at any given time

Portfolio Alerts

Portfolio Risk

A log of historical and current holdings alerts is systematically generated and updated for each portfolio tracked. Portfolio performance drawdowns are also tracked and any daily sequence leading to absolute or relative drawdowns of -5% or more trigger an alert. Finally, the portfolio return/risk outlook box reported in “Portfolio Assess” and in the “Portfolio Overview” regroups the aggregate return/risk characteristics of the portfolio, for which any value outside of target ranges can be remediated by using the mitigate function (see Portfolio Active Risk).