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 August 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 shifted upwards 0.15% in July. We find a trend reversal in the U.S. stock market, we assume a Risk-On market regime and the portfolio is allocated to a U.S. equity ETF. The asset allocation remains the same this month. The ETF selected in the portfolio for this month is TLT (6%). The degree of risk of the strategy for August is low with a Risk Score unchanged of 0 out of 10.
The 1-year change of this strategy is -8.75%. Since opening the portfolio at eToro in November 2019, the strategy has performed 68.15%, in comparison, the benchmark asset (S&P 500) has advanced 41.80%. The strategy has suffered a maximum loss of 15.93% since the portfolio opened at eToro, compared to the benchmark asset (S&P 500) which lost 19.94% 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: -15.93%
S&P 500: -19.94%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced stayed constant in July. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for August 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 level of risk of the strategy for August is low with a Risk Score stable of 0 out of 10.
The 1-year trailing return of this strategy is -6.32%.
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 July. 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 August. The portfolio's allocation is 100% cash. The degree of risk of the strategy for August is low with a Risk Score steady of 0 out of 10.
The 1-year change of this strategy is -3.93%.
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 July. The overall market trend for August 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 remains the same this month. Portfolio is allocated 100% cash. The level of risk of the strategy for August is low with a Risk Score unchanged of 0 out of 10.
The 1-year trailing return of this portfolio is -3.44%.
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
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, rebounds promptly by 5.17% in July. The evolution of the performance of this ETF over 1 year is -17.72%. A trend reversal has been detected in August with a Trend Score of 4 out of 10. The level of risk of this ETF in August is high with a Risk Score in decline of 7 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK Exchange-Traded Fund from Vanguard, which tracks the major markets of Europe, rises sharply by 5% in July. The 1 year trailing return of this Exchange-Traded Fund is -19.12%. A trend reversal has been identified in August with a Trend Score of 4 out of 10. The degree of risk of this Exchange-Traded Fund in August is high with a Risk Score in regression of 7 out of 10.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which follows big US technology-related companies, rises sharply by 12.55% in July. The 1 year trailing return of this ETF is -13.46%. A trend reversal has been detected in August with a Trend Score of 4 out of 10. The level of risk of this ETF in August is high with a Risk Score in decline of 7 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ Exchange-Traded Fund from Vanguard, which measures stocks issued by real estate investment trusts (REITs), rises sharply by 8.62% in July. The 1 year trailing return of this ETF is -7.55%. A trend reversal has been detected 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 regression of 7 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY Exchange-Traded Fund from SPDR, which monitors mid-cap U.S. Equities, rebounds sharply by 10.92% in July. The evolution of the performance of this ETF over 1 year is -6.91%. A trend reversal has been detected in August 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 decline of 7 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which replicates a basket of large-cap U.S. stocks, rebounds sharply by 9.21% in July. The evolution of the performance of this ETF over 1 year is -6.16%. A trend reversal has been identified in August with a Trend Score of 4 out of 10. The degree of risk of this ETF in August is high with a Risk Score in regression of 7 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which replicates the performance of large cap Japanese stocks, rebounds sharply by 6.28% last month. The performance over a period of 1 year of this ETF is -16.42%. A trend reversal has been detected 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 in regression of 7 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM Exchange-Traded Fund from iShares, which mimics small public U.S. companies, rebounds sharply by 10.56% in July. The performance over a period of 1 year of this ETF is -15.38%. A trend reversal has been identified in August with a Trend Score of 4 out of 10. The degree of risk of this ETF in August is high with a Risk Score in decline of 7 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT Exchange-Traded Fund from iShares, which follows long-dated US Treasuries, shifted upwards 2.23% in July. The performance over a period of 1 year of this ETF is -21.48%. A trend reversal has been detected 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 in growth of 7 out of 10. This ETF is invested in the strategy US Growth this month.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which replicates the ICE U.S. Treasury 7-10 Year Bond Index, shifted upwards 2.81% in July. The performance over a period of 1 year of this equity is -10.26%. A trend reversal has been detected in August with a Trend Score of 4 out of 10. The degree of risk of this equity in August is high with a Risk Score in growth of 7 out of 10.
GLD SPDR Gold
- Gold
The GLD ETF, which monitors gold, decreased 2.59% in July. The evolution of the performance of this equity over 1 year is -2.96%. The trend in August is bearish. The level of risk of this equity in August is low with a Risk Score in growth 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, retreated 0.35% in July. The 1 year trailing return of this ETF is -23.53%. The trend in August is bearish. The degree of risk of this ETF in this month 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, which follows US high yield bonds, rises sharply by 6.25% in July. The 1 year trailing return of this ETF is -11.93%. The trend in August is bearish. The level of risk of this ETF in August is medium with a Risk Score in decline of 6 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which replicates intermediate-term bonds being traded in the United States, shifted upwards 2.18% in July. The evolution of the performance of this ETF over 1 year is -11.63%. The trend in August is negative. The degree of risk of this ETF in August is medium with a Risk Score in regression of 5 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF, which mimics a broad portfolio of U.S. corporate bonds, rebounds sharply by 4.16% in July. The performance over a period of 1 year of this equity is -16.18%. The trend in August is negative. The degree of risk of this equity in August is medium with a Risk Score in regression of 4 out of 10.
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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.