Jan. 19 ETF Momentum Report: Upgrades and Downgrades

Jan. 19 ETF Momentum Report: Upgrades and Downgrades

Trends tend to persist. Here, the most recent top upgrades and downgrades to ETFs when screened through the lens of momentum. A equals a strong bullish trend, D equals a strong bearish trend.

The Trendrating Smart Momentum Model identifies trends in ETFs early and accounts for short-term volatility, and may enable wealth managers to capture more upside and minimize downside exposure. The ratings work well as a complement to Value Investing. The ratings are designed for long-term investing and can stay in effect from months to years.

A = Strong Bull Trend    B = Emerging Bull Trend      C = Emerging Bear Trend      D = Strong Bear Trend

Below are U.S. Listed ETFs, with a minimum of $300 million in assets, that have been Upgraded/Downgraded by the Trendrating Smart Momentum Model in the past week. There were a total of 5 Upgrades and 93 Downgrades last week.

Top Five ETF Upgrades

Vanguard Long-Term Government Bond ETF (VGLT)

iShares 20+ Year Treasury Bond ETF (TLT)

SPDR Barclays Long Term Treasury ETF (TLO)

Vanguard Extended Duration Treasury ETF (EDV)

Schwab US Aggregate Bond ETF (SCHZ)


Trendrating’s momentum analytics were created to maximize investment performance and improve risk control. Our model captures medium to long term price trends in a reliable and systematic way. Our ratings help wealth managers to improve performance by participating in positive trends earlier, staying in positions longer and avoiding premature exits. Our analytics are designed to be an effective overlay and an additional layer to fundamental research. WealthManagement.com readers can request a free trial at http://trendrating.getresponsepages.com

Top Five ETF Downgrades







Cohen&Steers Quality Income Realty Fund Inc (RQI)

SPDR S&P Homebuilders ETF (XHB)

PowerShares High Yield Equity Dividend Achievers Portfolio (PEY)

iShares MSCI Italy Capped ETF (EWI)



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