January 1, 2023

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 January 2023. 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 - January 1, 2023

T he portfolio US Growth dropped 2.76% in December. 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 degree of risk of the strategy for this month is low with a Risk Score in decline of 0 out of 10.
The 1-year trailing return of this strategy is -18.74%. Since opening the portfolio at eToro in November 2019, the strategy has performed 62.25%, in comparison, the benchmark asset (S&P 500) has advanced 32.82%. The strategy has suffered a maximum loss of 18.74% since the portfolio opened at eToro, compared to the benchmark asset (S&P 500) which lost 23.89% at maximum.

This strategy captures the U.S. stock market growth for long-term investors who want high returns.

-2.76%Performance December
62.25%Performance
Since inception at eToro
Trend Score 0
Risk Score 0
Asset Allocation
TLT5% Cash95%

 Max drawdown

Since inception at eToro

Portfolio: -18.74%

S&P 500: -23.89%

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

US Balanced Portfolio

US Balanced - Trend score - January 1, 2023

T he portfolio US Balanced retreated 2.44% last month. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for January is negative. The ETF selected in the bond part for this month is IEF. The portfolio's allocation is 100% cash. The degree of risk of the strategy for January is low with a Risk Score in regression of 0 out of 10.
The 1-year performance of this strategy is -12.65%.

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

-2.44%Performance December
Trend Score 0
Risk Score 0
Asset Allocation
Cash100%

Global Conservative Portfolio

Global Conservative - Trend score - January 1, 2023

T he portfolio Global Conservative receded 0.83% in December. 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 portfolio's allocation is 100% cash. The degree of risk of the strategy for this month is low with a Risk Score in decline of 0 out of 10.
The 1-year performance of this portfolio is -8.64%.

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

-0.83%Performance December
Trend Score 0
Risk Score 0
Asset Allocation
Cash100%

Global Stable Portfolio

Global Stable - Trend score - January 1, 2023

T he portfolio Global Stable stayed constant in December. The overall market trend for January 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 remains the same this month. The portfolio's allocation is 100% cash. The degree of risk of the strategy for January is low with a Risk Score unchanged of 0 out of 10.
The 1-year trailing return of this portfolio is -5.14%.

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 December
Trend Score 0
Risk Score 0
Asset Allocation
Cash100%

ETF Trends

Trend Score 6
Risk Score 3
3 Months
ETF EFA - Trend score - January 1, 2023

EFA iShares MSCI EAFE ETF

  • Europe, Australia and Far East Equities

The EFA ETF, which measures an index composed of companies from Europe, Australia and the Far East, receded 2.21% in December. The evolution of the performance of this ETF over 1 year is -16.67%. The trend in January is positive with a Trend Score unchanged of 6 out of 10. The level of risk of this ETF in January is low with a Risk Score in decline of 3 out of 10.

Trend Score 6
Risk Score 3
3 Months
ETF VGK - Trend score - January 1, 2023

VGK Vanguard FTSE Europe ETF

  • Europe Equities

The VGK ETF, which follows the major markets of Europe, decreased 2.38% in December. The 1 year trailing return of this equity is -19.12%. The trend in January is positive with a Trend Score constant of 6 out of 10. The level of risk of this equity in January is low with a Risk Score in decline of 3 out of 10.

Trend Score 5
Risk Score 2
3 Months
ETF EWJ - Trend score - January 1, 2023

EWJ iShares MSCI JAPAN ETF

  • Japan Equities

The EWJ Exchange-Traded Fund from iShares, which tracks the Japan Equities index, dropped 2.44% in December. The evolution of the performance of this ETF over 1 year is -18.18%. The trend in January is bullish with a Trend Score steady of 5 out of 10. The degree of risk of this ETF in this month is low with a Risk Score in regression of 2 out of 10.

Trend Score 4
Risk Score 2
3 Months
ETF GLD - Trend score - January 1, 2023

GLD SPDR Gold

  • Gold

The GLD ETF, which measures the performance of gold in the commodities market, continued to grow by 2.93% in December. The 1 year trailing return of this ETF is -0.59%. The trend in January is positive with a Trend Score unchanged of 4 out of 10. The level of risk of this ETF in January is low with a Risk Score in regression of 2 out of 10.

Trend Score 0
Risk Score 6
3 Months
ETF QQQ - Trend score - January 1, 2023

QQQ Invesco QQQ

  • Nasdaq 100

The QQQ Exchange-Traded Fund from Invesco, which monitors large-cap US technology companies, falls sharply by 9.23% in December. The evolution of the performance of this ETF over 1 year is -33%. The trend in January is bearish. The level of risk of this ETF in January is medium with a Risk Score in decline of 6 out of 10.

Trend Score 0
Risk Score 7
3 Months
ETF TLT - Trend score - January 1, 2023

TLT iShares 20+ Year Treasury Bond ETF

  • Long-Term US Treasuries

The TLT ETF, which replicates long-dated US Treasuries, falls back promptly by 3.09% in December. The performance over a period of 1 year of this equity is -33.11%. The trend in January is bearish. The degree of risk of this equity in January is high with a Risk Score steady of 7 out of 10. This equity is present in the strategy US Growth in January.

Trend Score 0
Risk Score 5
3 Months
ETF IEF - Trend score - January 1, 2023

IEF iShares 7-10 Year Treasury Bond ETF

  • Intermediate-term US Treasuries

The IEF ETF, which monitors an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years, retreated 1.87% in December. The evolution of the performance of this ETF over 1 year is -17.39%. The trend in January is bearish. The level of risk of this ETF in January is medium with a Risk Score in decline of 5 out of 10.

Trend Score 0
Risk Score 4
3 Months
ETF IWM - Trend score - January 1, 2023

IWM iShares Russell 2000 ETF

  • US Small Cap Equities

The IWM Exchange-Traded Fund, which monitors the Russell 2000 Index, falls sharply by 6.94% last month. The evolution of the performance of this ETF over 1 year is -21.62%. 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 4 out of 10.

Trend Score 0
Risk Score 5
3 Months
ETF VNQ - Trend score - January 1, 2023

VNQ Vanguard Real Estate ETF

  • US Real Estate

The VNQ ETF, which monitors US Real Estate Equities, decreases sharply by 6.36% in December. The evolution of the performance of this equity over 1 year is -29.31%. The trend in January is bearish. The level of risk of this equity in January is medium with a Risk Score in decline of 5 out of 10.

Trend Score 0
Risk Score 5
3 Months
ETF BND - Trend score - January 1, 2023

BND Vanguard Total Bond Market ETF

  • US Total Bond Market

The BND ETF from Vanguard, which measures the Vanguard Total Bond Market index, retreated 1.26% in December. The 1 year trailing return of this equity is -15.48%. The trend in January is bearish. The level of risk of this equity in January is medium with a Risk Score in decline of 5 out of 10.

Trend Score 0
Risk Score 5
3 Months
ETF SPY - Trend score - January 1, 2023

SPY SPDR S&P 500 ETF

  • S&P 500

The SPY Exchange-Traded Fund from SPDR, which replicates the index S&P 500, collapses distinctly by 6.19% in December. The evolution of the performance of this ETF over 1 year is -19.41%. The trend in January is negative. The level of risk of this ETF in this month is medium with a Risk Score in decline of 5 out of 10.

Trend Score 0
Risk Score 4
3 Months
ETF LQD - Trend score - January 1, 2023

LQD iShares iBoxx $ Investment Grade Corporate Bond

  • US Corporate Bonds

The LQD ETF, which measures an index composed of U.S. corporate bonds, fell 2.16% in December. The evolution of the performance of this ETF over 1 year is -20.45%. The trend in January is negative. The level of risk of this ETF in January is medium with a Risk Score in decline of 4 out of 10.

Trend Score 0
Risk Score 4
3 Months
ETF MDY - Trend score - January 1, 2023

MDY SPDR S&P Midcap 400

  • Midcap 400

The MDY Exchange-Traded Fund from SPDR, which replicates mid-cap U.S. stocks, decreases sharply by 5.89% in December. The performance over a period of 1 year of this ETF is -14.51%. 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 4 out of 10.

Trend Score 0
Risk Score 3
3 Months
ETF JNK - Trend score - January 1, 2023

JNK SPDR Bloomberg High Yield Bond

  • High Yield Bonds

The JNK ETF, which measures US high yield bonds, falls sharply by 3.05% last month. The 1 year trailing return of this ETF is -16.67%. The trend in this month is bearish. The level of risk of this ETF in this month is low with a Risk Score in decline of 3 out of 10.

Trend Score 0
Risk Score 3
3 Months
ETF EEM - Trend score - January 1, 2023

EEM iShares MSCI Emerging Markets ETF

  • Emerging Market Equities

The EEM ETF, which monitors the MSCI Emerging Markets Index, falls sharply by 4.10% last month. The evolution of the performance of this ETF over 1 year is -22.92%. The trend in this month is bearish. The level of risk of this ETF in January is low with a Risk Score in decline 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.