Stock Market Outlook

T he portfolio US Growth falls back promptly by 13.48% in January. We find a positive trend in the U.S. equity market however the trend in US stocks ETFs is uncertain, so the portfolio is allocated to a long-term U.S. Treasury Bond ETF (TLT). The asset allocation does not change this month. The level of risk of the strategy for this month is low with a Risk Score in regression of 1 out of 10.
The 1-year performance of this portfolio is 15.42%. Since opening the portfolio at eToro in November 2019, the strategy has performed 72.79%, in comparison, the benchmark asset (S&P 500) has advanced 53.83%. The strategy has suffered a maximum loss of 13.48% since the portfolio opened at eToro, compared to the benchmark asset (S&P 500) which lost 19.44% at maximum.

This strategy captures the U.S. stock market growth for long-term investors who want high returns.

T he portfolio US Balanced falls back promptly by 10% last month. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for February is bearish. The ETF selected in the bond part for this month is IEF. Asset allocation does not change in February. The ETF selected in the portfolio for this month is TLT (33%). The level of risk of the strategy for February is low with a Risk Score in decline of 1 out of 10.
The 1-year performance of this portfolio is 10.04%. Since opening the portfolio at eToro in November 2019, the strategy has performed 48.18%, in comparison, the benchmark asset (S&P 500) has advanced 53.83%. The strategy has suffered a maximum loss of 10% since the portfolio opened at eToro, compared to the benchmark asset (S&P 500) which lost 19.44% at maximum.

This strategy provides a balanced stocks and bonds allocation for investors who want a U.S. market exposure with limited risks.

T he portfolio Global Conservative collapses distinctly by 7.36% in January. The Strategy combines a multi-market protective asset allocation strategy (Global Stable portfolio 70%) and a US stock market strategy (US Growth portfolio 30%). Asset allocation remains the same this month. The ETF selected in the portfolio for this month is TLT (30%). The degree of risk of the strategy for February is low with a Risk Score in decline of 1 out of 10.
The 1-year trailing return of this portfolio is 5.83%. Since opening the portfolio at eToro in November 2019, the strategy has performed 27.16%, in comparison, the benchmark asset (S&P 500) has advanced 53.83%. The strategy has suffered a maximum loss of 7.39% since the portfolio opened at eToro, compared to the benchmark asset (S&P 500) which lost 19.44% at maximum.

This strategy provides a broad geographic diversification for investors who want an international exposure.

T he portfolio Global Stable falls sharply by 5.16% last month. The overall market trend for this month is negative. By analyzing a diverse multi-market composed of 12 ETFs (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 2 assets only show a positive evolution. Our model allocates 0% to Risk-On assets and 100% to Risk-Off assets. Asset allocation remains the same this month. The portfolio's allocation is 100% cash. The degree of risk of the strategy for February is low with a Risk Score in decline of 0 out of 10.
The 1-year trailing return of this portfolio is 1.14%. Since opening the portfolio at eToro in November 2019, the strategy has performed 10.19%, in comparison, the benchmark asset (Intermediate-term US Treasuries) has advanced 2.42%. The strategy, focused on capital preservation, has suffered a maximum loss of 5.66% since the portfolio opened at eToro in November 2019, compared to the benchmark asset which lost 7.53% at most.

This is the safest strategy, the one with the lowest volatility and the least max drawdown of the 4 offered, that makes this strategy an alternative to a 1-Year Term Deposit.