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 February 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.
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 0.38% in January. We find a positive trend 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 Exchange Traded Fund selected in the portfolio for this month is MDY (100%). The portfolio trend for February is positive with a Trend Score in progression of 5 out of 10. The degree of risk of the strategy for February is medium with a Risk Score in progression of 4 out of 10.
The 1-year trailing return of this strategy is -5.74%. Since opening the portfolio at eToro in November 2019, the strategy has performed 62.87%, in comparison, the benchmark asset (S&P 500) has advanced 41.15%. 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.
Since inception at eToro
Max drawdown
Since inception at eToro
Portfolio: -18.74%
S&P 500: -23.89%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced remained steady 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 February is bullish. The 2 ETFs of the bond part for this month are BND and LQD. The asset allocation is as follows: MDY (70%), BND (15%) and LQD (15%). The portfolio trend for February is bullish with a Trend Score in expansion of 5 out of 10. The degree of risk of the strategy for February is medium with a Risk Score in progression of 4 out of 10.
The 1-year change of this strategy is -2.96%.
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 steady in January. 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 selected in the portfolio for this month is MDY (30%). The portfolio trend for February is weakly bullish with a Trend Score in expansion of 2 out of 10. The degree of risk of the strategy for February is low with a Risk Score in rise of 1 out of 10.
The 1-year performance of this strategy is -1.31%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable remained steady in January. The overall market trend for this month is negative. By analyzing a diverse multi-market composed of 12 ETFs (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 6 securities only show a positive evolution. Our model allocates 0% to Risk-On assets and 100% to Risk-Off assets. The ETF that makes up the portfolio does not change this month. Portfolio is allocated 100% cash. The level of risk of the strategy for this month is low with a Risk Score unchanged of 0 out of 10.
The 1-year performance of this portfolio is 0%.
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
GLD SPDR Gold
- Gold
The GLD Exchange-Traded Fund from SPDR, which tracks the performance of the price of gold bullion, holds out its strong increase of 5.76% in January. The 1 year trailing return of this ETF is 6.55%. The trend in this month is strongly positive with a Trend Score in progression of 8 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in progression of 4 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA Exchange-Traded Fund, which tracks markets in Europe, Australia and the Far East, rises sharply by 9% last month. The 1 year trailing return of this ETF is -5.33%. The trend in this month is strongly positive with a Trend Score in expansion of 7 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in expansion of 5 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF from Vanguard, which mimics the FTSE Europe All Cap Index, rebounds sharply by 9.56% in January. The performance over a period of 1 year of this Exchange-Traded Fund is -7.69%. The trend in February is measurably bullish with a Trend Score in expansion of 7 out of 10. The degree of risk of this Exchange-Traded Fund in February is medium with a Risk Score in expansion of 5 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which follows the ICE U.S. Treasury 7-10 Year Bond Index, rebounds sharply by 3.58% last month. The performance over a period of 1 year of this ETF is -11.61%. The trend in this month is positive with a Trend Score in growth of 6 out of 10. The level of risk of this ETF in this month is low with a Risk Score in regression of 3 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which measures a broad, US market-weighted bond index, rebounds promptly by 3.31% in January. The evolution of the performance of this ETF over 1 year is -10.84%. The trend in February is positive with a Trend Score in expansion of 6 out of 10. The level of risk of this ETF in February is medium with a Risk Score unchanged of 5 out of 10. This ETF is invested in the portfolio US Balanced in February.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF from iShares, which follows a broad portfolio of U.S. corporate bonds, rebounds sharply by 5.16% in January. The performance over a period of 1 year of this equity is -13.39%. The trend in February is positive with a Trend Score in progression of 6 out of 10. The level of risk of this equity in February is medium with a Risk Score unchanged of 4 out of 10. This equity is invested in the portfolio US Balanced in February.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which follows a broad exposure to U.S. equity REITs, rises sharply by 10.40% in January. The 1 year trailing return of this ETF is -14.15%. The trend in February is positive with a Trend Score in rise of 6 out of 10. The level of risk of this ETF in February is medium with a Risk Score constant of 5 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ Exchange-Traded Fund from iShares, which tracks the MSCI Japan Index, rebounds promptly by 7.77% in January. The 1 year trailing return of this ETF is -9.38%. The trend in this month is bullish with a Trend Score in expansion of 6 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in expansion of 6 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF, which monitors a broad range of emerging market companies, rebounds sharply by 9.13% in January. The performance over a period of 1 year of this equity is -14.58%. The trend in February is positive with a Trend Score in expansion of 6 out of 10. The level of risk of this equity in February is medium with a Risk Score in expansion of 5 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which replicates US high-yield corporate bonds, rebounds sharply by 4.03% in January. The performance over a period of 1 year of this equity is -11.43%. The trend in February is bullish with a Trend Score in growth of 5 out of 10. The degree of risk of this equity in February is low with a Risk Score steady of 3 out of 10.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which mimics the US tech sector, rises sharply by 10.64% in January. The performance over a period of 1 year of this ETF is -19.01%. The trend in February is bullish with a Trend Score in progression of 5 out of 10. The degree of risk of this ETF in February is medium with a Risk Score stable of 6 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY ETF, which monitors mid-cap U.S. Equities, rebounds promptly by 9.25% in January. The evolution of the performance of this ETF over 1 year is 0.63%. The trend in February is positive with a Trend Score in growth of 5 out of 10. The level of risk of this ETF in February is medium with a Risk Score constant of 4 out of 10. This ETF is invested in the portfolios US Growth, Global Conservative and US Balanced in February.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF from iShares, which monitors the Russell 2000 Index, rebounds promptly by 9.82% in January. The evolution of the performance of this Exchange-Traded Fund over 1 year is -4.98%. The trend in February is positive with a Trend Score in growth of 4 out of 10. The level of risk of this Exchange-Traded Fund in February is medium with a Risk Score in growth of 5 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which measures the S&P 500, rises sharply by 6.29% in January. The 1 year trailing return of this equity is -9.58%. The trend in February is positive with a Trend Score in progression of 4 out of 10. The level of risk of this equity in February is medium with a Risk Score in decline of 4 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which tracks U.S. Treasury bonds with remaining maturities greater than twenty years, rebounds promptly by 7.64% in January. The 1 year trailing return of this equity is -24.65%. A trend reversal has been identified in February with a Trend Score of 4 out of 10. The degree of risk of this equity in February is high with a Risk Score steady 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.