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 October 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 decreased 0.49% in September. 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 steady of 0 out of 10.
The 1-year change of this portfolio is -8.40%. Since opening the portfolio at eToro in November 2019, the strategy has performed 66.82%, in comparison, the benchmark asset (S&P 500) has advanced 23.54%. The strategy has suffered a maximum loss of 16.46% since the portfolio opened at eToro, compared to the benchmark asset (S&P 500) which lost 23.91% 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: -16.46%
S&P 500: -23.91%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced remained steady in September. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for October is negative. The Exchange Traded Fund selected in the bond part for this month is IEF. The Exchange Traded Fund that makes up the portfolio does not change in October. The portfolio's allocation is 100% cash. The degree of risk of the strategy for October is low with a Risk Score stable of 0 out of 10.
The 1-year performance of this strategy is -5.10%.
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 September. 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 degree of risk of the strategy for October is low with a Risk Score steady of 0 out of 10.
The 1-year change of this strategy is -4.22%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable remained stable last month. The overall market trend for October 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 October. Portfolio is allocated 100% cash. The level of risk of the strategy for October is low with a Risk Score constant of 0 out of 10.
The 1-year trailing return of this portfolio is -3.43%.
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
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF, which monitors an index composed of companies from emerging markets, decreases sharply by 11.54% in September. The evolution of the performance of this equity over 1 year is -32%. The trend in October is bearish. The level of risk of this equity in October is high with a Risk Score in expansion of 7 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ Exchange-Traded Fund from Vanguard, which follows REITs and other real estate-related investments, decreases sharply by 13.80% in September. The performance over a period of 1 year of this Exchange-Traded Fund is -20.79%. The trend in October is bearish. The level of risk of this Exchange-Traded Fund in October is high with a Risk Score in progression of 9 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which follows an all-cap index of European securities, decreases sharply by 10.07% in September. The performance over a period of 1 year of this equity is -29.23%. The trend in October is bearish. The level of risk of this equity in October is high with a Risk Score in progression of 9 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which follows long-dated US Treasuries, falls sharply by 8.43% in September. The performance over a period of 1 year of this equity is -29.17%. The trend in October is bearish. The level of risk of this equity in October is medium with a Risk Score constant of 5 out of 10. This equity is invested in the portfolio US Growth in October.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which monitors the Japanese market, decreases sharply by 8.84% in September. The performance over a period of 1 year of this equity is -31.43%. The trend in October is negative. The level of risk of this equity in October is medium with a Risk Score in expansion of 5 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF, which replicates an index composed of companies from Europe, Australia and the Far East, collapses distinctly by 9.22% in September. The evolution of the performance of this equity over 1 year is -28.21%. The trend in October is negative. The degree of risk of this equity in October is high with a Risk Score in rise of 8 out of 10.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which replicates large-cap US technology companies, collapses distinctly by 10.70% in September. The evolution of the performance of this ETF over 1 year is -25.21%. The trend in October is negative. The degree of risk of this ETF in October is high with a Risk Score in rise of 7 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF, which measures a broad range of U.S. investment grade corporate bonds, decreases sharply by 6.24% in September. The 1 year trailing return of this equity is -23.31%. The trend in October is bearish. The level of risk of this equity in October is high with a Risk Score in progression of 7 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which tracks intermediate-term U.S. Treasury bonds, falls back promptly by 4.90% last month. The 1 year trailing return of this ETF is -17.39%. The trend in this month 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.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY Exchange-Traded Fund, which monitors the Standard & Poor's 500 Index, falls sharply by 9.62% last month. The evolution of the performance of this ETF over 1 year is -16.78%. The trend in this month is bearish. The level of risk of this ETF in this month is high with a Risk Score in growth of 8 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which measures the United States' fixed income markets, falls sharply by 4.38% last month. The 1 year trailing return of this ETF is -16.47%. The trend in October is bearish. The level of risk of this ETF in October is high with a Risk Score in growth of 7 out of 10.
GLD SPDR Gold
- Gold
The GLD Exchange-Traded Fund from SPDR, which follows the performance of the price of gold bullion, retreated 2.89% in September. The 1 year trailing return of this ETF is -6.10%. The trend in October is negative. The level of risk of this ETF in October is medium with a Risk Score in expansion of 4 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which mimics an index composed of small-capitalization U.S. equities, falls back promptly by 10.13% in September. The performance over a period of 1 year of this equity is -24.77%. The trend in October is negative. The degree of risk of this equity in October is high with a Risk Score in expansion of 7 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY ETF, which measures mid-cap U.S. Equities, falls back promptly by 9.55% last month. The evolution of the performance of this ETF over 1 year is -16.46%. The trend in this month is negative. The level of risk of this ETF in this month is high with a Risk Score in expansion of 8 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which measures US high yield bonds, falls sharply by 4.40% last month. The 1 year trailing return of this ETF is -20.18%. The trend in October is bearish. The level of risk of this ETF in October is high with a Risk Score in growth of 7 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.