This document has been compiled using indicators provided by the Market-Signals trading bot which studies global market data. This document shows the evolution of the strategies proposed by the bot and gives the trends of a selection of ETFs, which follow the main world markets, for March 2022. The strategies hold only long positions. No leverage is used. This document is for information purposes only and should not be taken as investment advice.
Global Market Breadth
| Market | Trend | Direction |
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| US stock market |
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| US bond market |
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| US Treasuries |
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| US Real Estate |
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| Europe Equities |
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| Japan Equities |
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| Emerging Market Equities |
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| Gold |
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Portfolios
US Growth Portfolio
T
he portfolio US Growth receded 0.49% in February. We see a falling trend in the U.S. equity market, we assume a Risk-Off market regime and the portfolio is allocated to a long-term U.S. Treasury Bond ETF (TLT). The degree of risk of the strategy for March is low with a Risk Score in decline of 0 out of 10.
The 1-year trailing return of this strategy is 7.57%. Since opening the portfolio at eToro in November 2019, the strategy has performed 71.94%, in comparison, the benchmark asset (S&P 500) has advanced 49.29%. The strategy has suffered a maximum loss of 13.90% 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.
Since inception at eToro
Max drawdown
Since inception at eToro
Portfolio: -13.90%
S&P 500: -19.44%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced decreased 0.54% 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 March is bearish. The ETF selected in the bond part for this month is IEF. Portfolio is allocated 100% cash. The level of risk of the strategy for March is low with a Risk Score in decline of 0 out of 10.
The 1-year performance of this portfolio is 4.77%. Since opening the portfolio at eToro in November 2019, the strategy has performed 47.43%, in comparison, the benchmark asset (S&P 500) has advanced 49.29%. The strategy has suffered a maximum loss of 10.45% 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.
Global Conservative Portfolio
T
he portfolio Global Conservative fell 0.49% in February. The Strategy combines a multi-market protective asset allocation strategy (Global Stable portfolio 70%) and a US stock market strategy (US Growth portfolio 30%). Portfolio is allocated 100% cash. The level of risk of the strategy for March is low with a Risk Score in regression of 0 out of 10.
The 1-year trailing return of this strategy is 2.30%. Since opening the portfolio at eToro in November 2019, the strategy has performed 26.47%, in comparison, the benchmark asset (S&P 500) has advanced 49.29%. The strategy has suffered a maximum loss of 7.84% 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.
Global Stable Portfolio
T
he portfolio Global Stable remained stable in February. The overall market trend for March is negative. By analyzing a diverse multi-market composed of 12 ETFs (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 0 assets only show a positive evolution. Our model allocates 0% to Risk-On assets and 100% to Risk-Off assets. Asset allocation does not change in March. Portfolio is allocated 100% cash. The level of risk of the strategy for March is low with a Risk Score constant of 0 out of 10.
The 1-year trailing return of this portfolio is -0.30%. 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 2.11%. 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.
ETF Trends
GLD SPDR Gold
- Gold
The GLD ETF from SPDR, which tracks the performance of the price of gold bullion, rises sharply by 6.12% in February. The 1 year trailing return of this Exchange-Traded Fund is 10.56%. The trend in March is bullish with a Trend Score in expansion of 6 out of 10. The degree of risk of this Exchange-Traded Fund in March is medium with a Risk Score in expansion of 5 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM Exchange-Traded Fund from iShares, which tracks an index of US small-cap stocks, bounced back 1.03% in February. The 1 year trailing return of this ETF is -6.88%. A trend reversal has been identified in March with a Trend Score of 4 out of 10. The degree of risk of this ETF in this month is high with a Risk Score in regression of 7 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY Exchange-Traded Fund from SPDR, which tracks the S&P MidCap 400 Index, bounced back 1.12% in February. The 1 year trailing return of this ETF is 6.83%. A trend reversal has been identified in March with a Trend Score of 4 out of 10. The level of risk of this ETF in March is high with a Risk Score in decline of 7 out of 10.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF from Invesco, which mimics 100 largest US companies in the non-financial sector, collapses distinctly by 4.48% in February. The performance over a period of 1 year of this equity is 10.19%. The trend in March is negative. The degree of risk of this equity in March is medium with a Risk Score in regression of 5 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which tracks U.S. Treasury bonds with remaining maturities greater than twenty years, decreased 1.77% in February. The 1 year trailing return of this ETF is -2.80%. The trend in March is negative. The degree of risk of this ETF in March is low with a Risk Score in expansion of 3 out of 10. This ETF is present in the portfolio US Growth in March.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD Exchange-Traded Fund from iShares, which monitors U.S. investment grade corporate bonds, receded 2.32% in February. The performance over a period of 1 year of this ETF is -6.06%. The trend in March is negative. The level of risk of this ETF in March is medium with a Risk Score in rise of 5 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK Exchange-Traded Fund from Vanguard, which follows an all-cap index of European securities, falls sharply by 5.29% in February. The performance over a period of 1 year of this ETF is 1.64%. The trend in March is bearish. The level of risk of this ETF in March is medium with a Risk Score constant of 5 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which mimics the Japanese market, dropped 1.78% in February. The performance over a period of 1 year of this ETF is -8.82%. The trend in March is negative. The degree of risk of this ETF in March is low with a Risk Score in decline of 3 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which follows large-cap US Equities, dropped 2.95% last month. The performance over a period of 1 year of this ETF is 14.74%. The trend in March is bearish. The level of risk of this ETF in March is medium with a Risk Score in decline of 4 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND Exchange-Traded Fund from Vanguard, which follows a wide variety of US government and US corporate bonds, fell 1.30% in February. The 1 year trailing return of this ETF is -4.71%. The trend in March is bearish. The level of risk of this ETF in March is medium with a Risk Score in rise of 5 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which tracks a broad exposure to U.S. equity REITs, falls back promptly by 3.48% in February. The 1 year trailing return of this equity is 17.24%. The trend in March is negative. The degree of risk of this equity in March is medium with a Risk Score in decline of 4 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which follows intermediate-term U.S. Treasury bonds, fell 0.40% in February. The 1 year trailing return of this equity is -2.61%. The trend in March is negative. The level of risk of this equity in March is low with a Risk Score in expansion of 3 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM Exchange-Traded Fund from iShares, which mimics a broad range of emerging market companies, collapses distinctly by 4.32% last month. The performance over a period of 1 year of this ETF is -13.21%. The trend in this month is negative. The level of risk of this ETF in this month is medium with a Risk Score stable of 4 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF from iShares, which mimics markets in Europe, Australia and the Far East, decreases sharply by 3.43% in February. The 1 year trailing return of this equity is -1.35%. The trend in March is bearish. The degree of risk of this equity in March is low with a Risk Score in regression of 3 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF from SPDR, which tracks US high-yield corporate bonds, dropped 1.20% in February. The 1 year trailing return of this equity is -3.70%. The trend in March is negative. The degree of risk of this equity in March is low with a Risk Score steady of 3 out of 10.
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or an offer of, or solicitation to buy or sell, any financial instruments.
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which has been prepared utilizing publicly-available information.
Past Performance is not indicative of future results.