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 April 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 dropped 0.81% last month. 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 remains the same this month. The degree of risk of the strategy for April is low with a Risk Score in progression of 1 out of 10.
The 1-year performance of this strategy is 1.77%. Since opening the portfolio at eToro in November 2019, the strategy has performed 70.52%, in comparison, the benchmark asset (S&P 500) has advanced 54.84%. The strategy has suffered a maximum loss of 14.60% since the portfolio opened at eToro, compared to the benchmark asset (S&P 500) which lost 19.42% 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: -14.60%
S&P 500: -19.42%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced stayed constant in March. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for April is negative. The ETF selected in the bond part for this month is IEF. Asset allocation remains the same this month. The portfolio's allocation is 100% cash. The degree of risk of the strategy for April is low with a Risk Score steady of 0 out of 10.
The 1-year trailing return of this strategy is 0.97%.
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 stayed constant in March. The Strategy combines a multi-market protective asset allocation strategy (Global Stable portfolio 70%) and a US stock market strategy (US Growth portfolio 30%). The ETF that makes up the portfolio does not change in April. Portfolio is allocated 100% cash. The degree of risk of the strategy for April is low with a Risk Score unchanged of 0 out of 10.
The 1-year change of this portfolio is 0.33%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable stayed constant in March. The overall market trend for April is negative. By analyzing a diverse multi-market composed of 12 ETFs (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 3 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. Portfolio is allocated 100% cash. The level of risk of the strategy for April is low with a Risk Score unchanged of 0 out of 10.
The 1-year change of this portfolio is -1.07%.
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, which monitors gold, continued to grow by 1.27% in March. The evolution of the performance of this ETF over 1 year is 13.21%. The trend in April is positive with a Trend Score in decline of 5 out of 10. The level of risk of this ETF in April is medium with a Risk Score in decline of 4 out of 10.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which mimics the Nasdaq-100 Index, rises sharply by 4.54% in March. The 1 year trailing return of this equity is 13.48%. A trend reversal has been detected in April with a Trend Score of 4 out of 10. The degree of risk of this equity in April is high with a Risk Score in growth of 7 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which tracks the major markets of Europe, retreated 0.06% in March. The 1 year trailing return of this ETF is -1.59%. A trend reversal has been identified in April with a Trend Score of 4 out of 10. The degree of risk of this ETF in April is high with a Risk Score in expansion of 7 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which tracks small public U.S. companies, continued to gain ground by 0.96% last month. The 1 year trailing return of this ETF is -6.82%. A trend reversal has been identified in this month 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 stable of 7 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF, which monitors an index composed of companies from Europe, Australia and the Far East, shifted upwards 0.52% in March. The evolution of the performance of this ETF over 1 year is -2.67%. A trend reversal has been detected in April with a Trend Score of 4 out of 10. The degree of risk of this ETF in April is high with a Risk Score in progression of 7 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY ETF, which measures 400 U.S. mid-cap stocks, continued to grow by 1.03% last month. The evolution of the performance of this ETF over 1 year is 2.94%. A trend reversal has been identified in this month with a Trend Score of 4 out of 10. The level of risk of this ETF in April is high with a Risk Score constant of 7 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ Exchange-Traded Fund from Vanguard, which monitors US Real Estate Equities, rebounds sharply by 5.69% in March. The evolution of the performance of this Exchange-Traded Fund over 1 year is 18.68%. The trend in April is lightly bullish with a Trend Score in progression of 2 out of 10. The level of risk of this Exchange-Traded Fund in April is medium with a Risk Score unchanged of 4 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which mimics a basket of large-cap U.S. stocks, rises sharply by 3.44% last month. The performance over a period of 1 year of this ETF is 13.89%. The trend in this month is lightly positive with a Trend Score in growth of 2 out of 10. The degree of risk of this ETF in this month is high with a Risk Score in growth of 7 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD Exchange-Traded Fund, which follows a broad portfolio of U.S. corporate bonds, falls sharply by 3.09% last month. The performance over a period of 1 year of this ETF is -7.69%. The trend in this month is bearish. The level of risk of this ETF in this month is medium with a Risk Score constant of 5 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF, which mimics large and mid-sized companies in emerging markets, falls back promptly by 3.38% in March. The performance over a period of 1 year of this ETF is -15.09%. The trend in April is negative. The degree of risk of this ETF in April is medium with a Risk Score in growth of 6 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which replicates the long-term sector of the U.S. Treasury market, falls back promptly by 5.57% in March. The evolution of the performance of this ETF over 1 year is -2.22%. The trend in April is negative. The degree of risk of this ETF in April is high with a Risk Score in growth of 7 out of 10. This ETF is present in the strategy US Growth in April.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which monitors the Japan Equities index, fell 2.11% in March. The evolution of the performance of this ETF over 1 year is -10.29%. The trend in April is bearish. The level of risk of this ETF in April is medium with a Risk Score in rise of 5 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND Exchange-Traded Fund from Vanguard, which replicates investment grade, US dollar-denominated bond market debt securities, dropped 2.91% in March. The evolution of the performance of this ETF over 1 year is -5.95%. The trend in April is negative. The degree of risk of this ETF in this month is high with a Risk Score in growth of 7 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which follows the ICE U.S. Treasury 7-10 Year Bond Index, decreases sharply by 4.15% in March. The performance over a period of 1 year of this ETF is -4.46%. The trend in April is bearish. The level of risk of this ETF in April is high with a Risk Score in progression of 7 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK Exchange-Traded Fund from SPDR, which follows US high yield bonds, dropped 1.73% in March. The performance over a period of 1 year of this Exchange-Traded Fund is -5.56%. The trend in April is bearish. The level of risk of this Exchange-Traded Fund in April is low with a Risk Score constant of 3 out of 10.
Compliance disclaimer
This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation,
or an offer of, or solicitation to buy or sell, any financial instruments.
Natevia makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication,
which has been prepared utilizing publicly-available information.
Past Performance is not indicative of future results.