June 1, 2022

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 June 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.

Portfolios

US Growth Portfolio

US Growth - Trend score - June 1, 2022

T he portfolio US Growth retreated 0.14% in May. 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 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 0 out of 10.
The 1-year change of this portfolio is -4.11%. Since opening the portfolio at eToro in November 2019, the strategy has performed 67.99%, in comparison, the benchmark asset (S&P 500) has advanced 41.58%. The strategy has suffered a maximum loss of 15.88% 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.

-0.14%Performance May
67.99%Performance
Since inception at eToro
Trend Score 0
Risk Score 0
Asset Allocation
TLT6% Cash94%

 Max drawdown

Since inception at eToro

Portfolio: -15.88%

S&P 500: -19.42%

  • eToro portfolio
www.etoro.com/people/ms-growth

US Balanced Portfolio

US Balanced - Trend score - June 1, 2022

T he portfolio US Balanced stayed constant in May. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for June is bearish. The ETF selected in the bond part for this month is IEF. Asset allocation remains the same this month. Portfolio is allocated 100% cash. The degree of risk of the strategy for June is low with a Risk Score constant of 0 out of 10.
The 1-year trailing return of this portfolio is -2.41%.

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

0%Performance May
Trend Score 0
Risk Score 0
Asset Allocation
Cash100%

Global Conservative Portfolio

Global Conservative - Trend score - June 1, 2022

T he portfolio Global Conservative remained stable last month. 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 portfolio's allocation is 100% cash. The level of risk of the strategy for this month is low with a Risk Score steady of 0 out of 10.
The 1-year trailing return of this strategy is -2.26%.

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

0%Performance May
Trend Score 0
Risk Score 0
Asset Allocation
Cash100%

Global Stable Portfolio

Global Stable - Trend score - June 1, 2022

T he portfolio Global Stable remained stable in May. The overall market trend for June is negative. By analyzing a diverse multi-market composed of 12 Trackers (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 June. The portfolio's allocation is 100% cash. The degree of risk of the strategy for June is low with a Risk Score steady of 0 out of 10.
The 1-year performance of this strategy is -3.12%.

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.

0%Performance May
Trend Score 0
Risk Score 0
Asset Allocation
Cash100%

ETF Trends

Trend Score 4
Risk Score 7
3 Months
ETF IEF - Trend score - June 1, 2022

IEF iShares 7-10 Year Treasury Bond ETF

  • Intermediate-term US Treasuries

The IEF ETF, which replicates an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years, shifted upwards 0.50% in May. The evolution of the performance of this equity over 1 year is -9.65%. A trend reversal has been identified in June with a Trend Score of 4 out of 10. The degree of risk of this equity in June is high with a Risk Score in rise of 7 out of 10.

Trend Score 4
Risk Score 7
3 Months
ETF EFA - Trend score - June 1, 2022

EFA iShares MSCI EAFE ETF

  • Europe, Australia and Far East Equities

The EFA ETF, which monitors a broad range of companies in Europe, Australia and the Far East, bounced back 2% last month. The performance over a period of 1 year of this ETF is -12.50%. 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 this month is high with a Risk Score in rise of 7 out of 10.

Trend Score 4
Risk Score 7
3 Months
ETF EWJ - Trend score - June 1, 2022

EWJ iShares MSCI JAPAN ETF

  • Japan Equities

The EWJ ETF from iShares, which replicates the performance of large cap Japanese stocks, shifted upwards 1.73% in May. The performance over a period of 1 year of this Exchange-Traded Fund is -16.18%. A trend reversal has been detected in June with a Trend Score of 4 out of 10. The degree of risk of this Exchange-Traded Fund in June is high with a Risk Score unchanged of 7 out of 10.

Trend Score 4
Risk Score 7
3 Months
ETF VGK - Trend score - June 1, 2022

VGK Vanguard FTSE Europe ETF

  • Europe Equities

The VGK ETF, which measures a portfolio of companies from European countries, bounced back 2.41% in May. The evolution of the performance of this equity over 1 year is -13.24%. A trend reversal has been identified in June with a Trend Score of 4 out of 10. The level of risk of this equity in June is high with a Risk Score in rise of 7 out of 10.

Trend Score 0
Risk Score 3
3 Months
ETF TLT - Trend score - June 1, 2022

TLT iShares 20+ Year Treasury Bond ETF

  • Long-Term US Treasuries

The TLT ETF, which mimics long-Term US Treasuries, retreated 2.42% in May. The 1 year trailing return of this equity is -15.94%. The trend in June is bearish. The degree of risk of this equity in June is low with a Risk Score in regression of 3 out of 10. This equity is invested in the strategy US Growth in June.

Trend Score 0
Risk Score 6
3 Months
ETF QQQ - Trend score - June 1, 2022

QQQ Invesco QQQ

  • Nasdaq 100

The QQQ ETF, which mimics 100 largest US companies in the non-financial sector, decreased 1.59% in May. The performance over a period of 1 year of this ETF is -7.51%. The trend in June is negative. The degree of risk of this ETF in June is medium with a Risk Score in regression of 6 out of 10.

Trend Score 0
Risk Score 5
3 Months
ETF IWM - Trend score - June 1, 2022

IWM iShares Russell 2000 ETF

  • US Small Cap Equities

The IWM ETF, which monitors an index composed of small-capitalization U.S. equities, shifted upwards 0.19% in May. The evolution of the performance of this ETF over 1 year is -17.78%. The trend in June is bearish. The level of risk of this ETF in June is medium with a Risk Score constant of 5 out of 10.

Trend Score 0
Risk Score 4
3 Months
ETF LQD - Trend score - June 1, 2022

LQD iShares iBoxx $ Investment Grade Corporate Bond

  • US Corporate Bonds

The LQD Exchange-Traded Fund from iShares, which measures an index composed of U.S. corporate bonds, shifted upwards 1.63% last month. The 1 year trailing return of this ETF is -12.98%. The trend in this month is bearish. The level of risk of this ETF in this month is medium with a Risk Score in regression of 4 out of 10.

Trend Score 0
Risk Score 5
3 Months
ETF EEM - Trend score - June 1, 2022

EEM iShares MSCI Emerging Markets ETF

  • Emerging Market Equities

The EEM ETF, which measures the MSCI Emerging Markets Index, shifted upwards 0.61% last month. The 1 year trailing return of this ETF is -22.22%. The trend in June is bearish. The level of risk of this ETF in June is medium with a Risk Score in regression of 5 out of 10.

Trend Score 0
Risk Score 3
3 Months
ETF GLD - Trend score - June 1, 2022

GLD SPDR Gold

  • Gold

The GLD ETF, which tracks the performance of the price of gold bullion, falls back promptly by 3.26% in May. The 1 year trailing return of this ETF is -3.93%. The trend in June is negative. The degree of risk of this ETF in June is low with a Risk Score steady of 3 out of 10.

Trend Score 0
Risk Score 4
3 Months
ETF BND - Trend score - June 1, 2022

BND Vanguard Total Bond Market ETF

  • US Total Bond Market

The BND ETF, which follows a wide variety of US government and US corporate bonds, bounced back 0.64% last month. The performance over a period of 1 year of this ETF is -10.59%. The trend in this month is bearish. The level of risk of this ETF in this month is medium with a Risk Score in decline of 4 out of 10.

Trend Score 0
Risk Score 5
3 Months
ETF MDY - Trend score - June 1, 2022

MDY SPDR S&P Midcap 400

  • Midcap 400

The MDY ETF, which mimics 400 mid-cap companies in the U.S., bounced back 0.75% in May. The performance over a period of 1 year of this equity is -7.65%. The trend in June is negative. The degree of risk of this equity in June is medium with a Risk Score in rise of 5 out of 10.

Trend Score 0
Risk Score 6
3 Months
ETF SPY - Trend score - June 1, 2022

SPY SPDR S&P 500 ETF

  • S&P 500

The SPY ETF, which measures large-cap U.S. stocks, shifted upwards 0.23% in May. The 1 year trailing return of this ETF is -1.90%. The trend in June is bearish. The level of risk of this ETF in June is medium with a Risk Score constant of 6 out of 10.

Trend Score 0
Risk Score 6
3 Months
ETF VNQ - Trend score - June 1, 2022

VNQ Vanguard Real Estate ETF

  • US Real Estate

The VNQ ETF, which follows REITs and other real estate-related investments, falls sharply by 4.69% in May. The performance over a period of 1 year of this ETF is 0%. The trend in June is bearish. The level of risk of this ETF in June is medium with a Risk Score in rise of 6 out of 10.

Trend Score 0
Risk Score 6
3 Months
ETF JNK - Trend score - June 1, 2022

JNK SPDR Bloomberg High Yield Bond

  • High Yield Bonds

The JNK ETF, which replicates US "junk" bonds, shifted upwards 1.03% in May. The evolution of the performance of this equity over 1 year is -9.26%. The trend in June is negative. The degree of risk of this equity in June is medium with a Risk Score in rise of 6 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.