Asbury Research SORT Report
Leadership Trifecta: Tech, Global Equities, and Gold
Strategic Opportunity Radar Tracker (SORT): A Game-Changer for Market Insights
Asbury Research is proud to unveil its latest offering to the public: the Strategic Opportunity Radar Tracker (SORT). This report, previously an internal tool used by Asbury's expert analysts, has been crafted to help investors identify strategic opportunities in the market with precision and clarity.
What is The SORT Report?
The SORT Report applies Asbury Research’s cutting-edge analytical tools to a carefully selected basket of 10 ETFs. These ETFs represent a diverse range of asset classes, including Bonds, Commodities, Emerging Markets, Technology, and Broad Market Indexes.
At the heart of SORT is a distilled methodology for identifying market opportunities, summarized into three core pillars:
Trend
Relative Performance
Money Flows
Our proprietary algorithms evaluate these criteria, marking each ETF with a simple green (favorable) or red (unfavorable) signal based on how the asset class performs in each category. Together, these three pillars form what we call the "three legs of the investment stool," providing the balance and support needed to identify high-confidence opportunities.
The Three Pillars of The SORT Report
1. Price Trend: Identifying Direction
At Asbury Research, we don’t delve into speculative revenue projections or cash flow predictions. Instead, we focus on price trends as an objective indicator of momentum. A positive price trend signals that the asset class is moving in our favor—an essential first step in identifying potential opportunities.
2. Relative Performance: Benchmark Outperformance
While price trends are critical, they aren’t enough in isolation. The inherent upward bias of the market demands more robust criteria, which is where relative performance comes in. If an ETF or asset class isn't outperforming its benchmark, why bother with it? SORT highlights ETFs that not only move upward but also outpace their respective benchmarks, signaling stronger growth potential.
3. Money Flows: Confirming Conviction
The final leg of the stool is money flow, a metric that reveals institutional conviction. Positive money flows into an asset class signal that large players are backing their beliefs with actual investments. This is the ultimate validation—a "put your money where your mouth is" measure of market confidence.
How The SORT Report Works for Investors
SORT's elegant design allows users to quickly identify opportunities at a glance. The report presents a table with green and red signals for each of the three criteria across all 10 ETFs. A straightforward approach for the user is to focus on ETFs with all three greens—representing direction (trend), acceleration (relative performance), and conviction (money flows). This combination points to what we believe are the strongest opportunities in the market.
However, SORT is more than just a "buy-or-sell" tool. It empowers investors to:
Monitor Market Trends: Watch as sectors transition from unfavorable to favorable, providing early insights into emerging opportunities.
Drill Down: Use SORT as a starting point to explore specific stocks within a sector showing strong signals. For example, if US Technology lights up with three greens, it might be time to consider tech giants like Nvidia or Microsoft.
Manage Investments Strategically: Reallocate portfolios based on data-driven insights rather than gut feelings.
Why The SORT Report Matters
The Strategic Opportunity Radar Tracker is more than a report—it’s a strategic ally. By distilling complex market dynamics into clear, actionable insights, SORT gives investors the tools they need to navigate volatile markets with confidence. Whether you're a seasoned professional or a retail investor looking for guidance, SORT provides the clarity to make informed decisions and capitalize on market opportunities.
In essence, SORT offers a streamlined, actionable view of the market:
Direction: Are prices trending in the right direction?
Acceleration: Is the ETF outperforming the benchmark?
Conviction: Are institutional investors showing confidence through money flows?
By combining these three metrics, SORT offers a robust framework for identifying what we believe are the most promising investment opportunities.
Ready to Spot Opportunities?
With SORT, you can stop guessing and start investing with confidence. Whether you're identifying sectors for immediate investment or using it as a foundation for deeper analysis, the SORT Report is designed to help you stay ahead in the ever-changing market landscape.
Let the SORT Report be your guide to smarter, data-driven investing.