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 September 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 |
|---|---|---|
| US stock market |
|
|
| US bond market |
|
|
| US Treasuries |
|
|
| US Real Estate |
|
|
| Europe Equities |
|
|
| Japan Equities |
|
|
| Emerging Market Equities |
|
|
| Gold |
|
Portfolios
US Growth Portfolio
T
he portfolio US Growth receded 0.28% in August. 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 remains the same this month. The degree of risk of the strategy for September is low with a Risk Score unchanged of 0 out of 10.
The 1-year change of this portfolio is -12.69%. Since opening the portfolio at eToro in November 2019, the strategy has performed 67.63%, in comparison, the benchmark asset (S&P 500) has advanced 36.03%. The strategy has suffered a maximum loss of 16.04% 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: -16.04%
S&P 500: -19.94%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced stayed constant in August. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for September is bearish. The Exchange Traded Fund selected in the bond part for this month is IEF. Asset allocation remains the same this month. Portfolio is allocated 100% cash. The level of risk of the strategy for September is low with a Risk Score unchanged of 0 out of 10.
The 1-year change of this portfolio is -8.93%.
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 remained stable in August. 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 does not change in September. Portfolio is allocated 100% cash. The level of risk of the strategy for September is low with a Risk Score constant of 0 out of 10.
The 1-year performance of this portfolio is -5.79%.
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 August. The overall market trend for September 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. The portfolio's allocation is 100% cash. The degree of risk of the strategy for September is low with a Risk Score steady of 0 out of 10.
The 1-year trailing return of this strategy is -4.53%.
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 follows a broad range of companies in Europe, Australia and the Far East, decreases sharply by 6.12% last month. The performance over a period of 1 year of this ETF is -23.75%. The trend in this month is bearish. The level of risk of this ETF in September is medium with a Risk Score in decline of 5 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF from Vanguard, which measures European Equities, falls sharply by 7.46% in August. The 1 year trailing return of this Exchange-Traded Fund is -26.09%. The trend in September is bearish. The level of risk of this Exchange-Traded Fund in September is medium with a Risk Score in regression of 5 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF, which follows the MSCI Emerging Markets Index, receded 1.33% in August. The 1 year trailing return of this equity is -25%. The trend in September is negative. The level of risk of this equity in September is low with a Risk Score stable of 3 out of 10.
GLD SPDR Gold
- Gold
The GLD ETF, which replicates the performance of gold, decreased 2.94% in August. The evolution of the performance of this ETF over 1 year is -5.92%. The trend in September is negative. The degree of risk of this ETF in September is low with a Risk Score stable of 3 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which follows the performance of large cap Japanese stocks, decreases sharply by 4.56% in August. The performance over a period of 1 year of this equity is -22.06%. The trend in September is bearish. The level of risk of this equity in September is medium with a Risk Score in decline of 4 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which measures US high yield bonds, falls sharply by 4.66% in August. The 1 year trailing return of this ETF is -17.27%. The trend in September is bearish. The level of risk of this ETF in September is medium with a Risk Score constant of 6 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which replicates large-cap U.S. stocks, falls sharply by 4.08% last month. The performance over a period of 1 year of this ETF is -12.42%. The trend in this month is bearish. The degree of risk of this ETF in this month is medium with a Risk Score in regression of 5 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF from Vanguard, which monitors US Real Estate Equities, decreases sharply by 6.01% in August. The evolution of the performance of this Exchange-Traded Fund over 1 year is -13.89%. The trend in September is bearish. The level of risk of this Exchange-Traded Fund in September is medium with a Risk Score in decline of 5 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which mimics long-Term US Treasuries, decreases sharply by 4.73% in August. The 1 year trailing return of this equity is -25%. The trend in September is bearish. The degree of risk of this equity in September is medium with a Risk Score in regression of 5 out of 10. This equity is invested in the strategy US Growth in September.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF from iShares, which replicates a basket of U.S. corporate bonds, falls back promptly by 4.66% in August. The evolution of the performance of this Exchange-Traded Fund over 1 year is -19.26%. The trend in September is negative. The degree of risk of this Exchange-Traded Fund in September is medium with a Risk Score in expansion of 5 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY ETF from SPDR, which monitors mid-cap U.S. Equities, decreases sharply by 3.17% in August. The evolution of the performance of this equity over 1 year is -11.55%. The trend in September is bearish. The level of risk of this equity in September is medium with a Risk Score in decline of 4 out of 10.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which measures 100 largest US companies in the non-financial sector, decreases sharply by 5.13% last month. The 1 year trailing return of this ETF is -21.11%. 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 5 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which mimics intermediate-term bonds being traded in the United States, receded 2.99% last month. The 1 year trailing return of this ETF is -13.95%. The trend in this month is negative. The degree of risk of this ETF in this month is medium with a Risk Score in progression of 6 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM Exchange-Traded Fund from iShares, which tracks the Russell 2000 Index, decreased 2% in August. The evolution of the performance of this ETF over 1 year is -18.67%. The trend in September is bearish. The degree of risk of this ETF in this month is medium with a Risk Score in regression of 4 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which measures intermediate-term U.S. Treasury bonds, decreases sharply by 4.02% last month. The 1 year trailing return of this ETF is -14.53%. 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 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.