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 March 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 |
|---|---|---|
| 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 decreased 1.86% in February. 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 ETF selected in the portfolio for this month is QQQ (100%). The portfolio trend for this month is bullish with a Trend Score in regression of 4 out of 10. The level of risk of the strategy for this month is medium with a Risk Score steady of 4 out of 10.
The 1-year trailing return of this portfolio is -7.03%. Since opening the portfolio at eToro in November 2019, the strategy has performed 59.87%, in comparison, the benchmark asset (S&P 500) has advanced 37.61%. The strategy has suffered a maximum loss of 19.95% 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: -19.95%
S&P 500: -23.89%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced dropped 2.32% in February. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for March is lightly bullish. The 2 Trackers of the bond part for this month are IEF and JNK. The 3 Trackers of the portfolio for this month are QQQ (70%), IEF (15%) and JNK (15%). The portfolio trend for March is lightly bullish with a Trend Score in regression of 3 out of 10. The degree of risk of the strategy for March is medium with a Risk Score stable of 4 out of 10.
The 1-year trailing return of this strategy is -4.69%.
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 fell 0.54% in February. 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 QQQ (30%). The portfolio trend for March is lightly bullish with a Trend Score in decline of 1 out of 10. The level of risk of the strategy for March is low with a Risk Score constant of 1 out of 10.
The 1-year change of this portfolio is -1.36%.
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 February. The overall market trend for March 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 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 March is low with a Risk Score constant of 0 out of 10.
The 1-year change 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 ETF from SPDR, which follows the price of gold, decreases sharply by 5.37% in February. The performance over a period of 1 year of this equity is -5.06%. The trend in March is positive with a Trend Score in decline of 4 out of 10. The level of risk of this equity in March is medium with a Risk Score unchanged of 4 out of 10.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which replicates large-cap US technology companies, fell 0.36% in February. The evolution of the performance of this equity over 1 year is -15.32%. The trend in March is bullish with a Trend Score in regression of 4 out of 10. The degree of risk of this equity in March is medium with a Risk Score in regression of 4 out of 10. This equity is present in the portfolios US Growth, Global Conservative and US Balanced in March.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which mimics the FTSE Europe All Cap Index, receded 1.71% in February. The performance over a period of 1 year of this equity is -4.84%. The trend in March is bullish with a Trend Score in regression of 4 out of 10. The degree of risk of this equity in March is low with a Risk Score in regression of 3 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY ETF, which replicates 400 U.S. mid-cap stocks, decreased 1.86% in February. The evolution of the performance of this ETF over 1 year is -2.27%. The trend in March is weakly bullish with a Trend Score in regression of 3 out of 10. The degree of risk of this ETF in March is low with a Risk Score in regression of 3 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which mimics an index of US small-cap stocks, dropped 1.72% in February. The performance over a period of 1 year of this ETF is -7.39%. The trend in March is weakly bullish with a Trend Score in decline of 3 out of 10. The degree of risk of this ETF in March is low with a Risk Score in decline of 3 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF, which follows markets in Europe, Australia and the Far East, collapses distinctly by 3.07% in February. The 1 year trailing return of this equity is -5.48%. The trend in March is weakly positive with a Trend Score in decline of 3 out of 10. The level of risk of this equity in March is low with a Risk Score in decline of 3 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which follows the S&P 500, retreated 2.51% in February. The performance over a period of 1 year of this ETF is -9.17%. The trend in March is lightly bullish with a Trend Score in regression of 2 out of 10. The level of risk of this ETF in March is medium with a Risk Score unchanged of 4 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF from iShares, which monitors the Japan Equities index, falls sharply by 4.65% in February. The evolution of the performance of this Exchange-Traded Fund over 1 year is -11.29%. The trend in March is weakly positive with a Trend Score in decline of 2 out of 10. The level of risk of this Exchange-Traded Fund in March is low with a Risk Score in decline of 3 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which mimics US high-yield corporate bonds, receded 2.39% in February. The performance over a period of 1 year of this equity is -12.50%. The trend in March is weakly bullish with a Trend Score in regression of 2 out of 10. The degree of risk of this equity in March is medium with a Risk Score in expansion of 4 out of 10. This equity is present in the strategy US Balanced in March.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which monitors the ICE U.S. Treasury 7-10 Year Bond Index, falls sharply by 3.48% in February. The performance over a period of 1 year of this equity is -15.18%. The trend in March is negative. The level of risk of this equity in March is medium with a Risk Score in rise of 6 out of 10. This equity is present in the portfolio US Balanced in March.
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, collapses distinctly by 4.46% in February. The 1 year trailing return of this Exchange-Traded Fund is -15.32%. The trend in March is negative. The level of risk of this Exchange-Traded Fund in March is medium with a Risk Score in rise of 6 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which tracks the United States' fixed income markets, decreased 2.90% in February. The evolution of the performance of this ETF over 1 year is -11.11%. The trend in March is bearish. The degree of risk of this ETF in March is medium with a Risk Score in growth of 6 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which measures long-Term US Treasuries, decreases sharply by 5.09% in February. The evolution of the performance of this equity over 1 year is -27.34%. The trend in March is bearish. The level of risk of this equity in March is medium with a Risk Score in decline of 5 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF from Vanguard, which replicates the broad U.S. real estate market, collapses distinctly by 5.86% in February. The evolution of the performance of this equity over 1 year is -16.67%. The trend in March is negative. The degree of risk of this equity in March is medium with a Risk Score stable of 5 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF, which replicates an index composed of companies from emerging markets, collapses distinctly by 7.57% last month. The performance over a period of 1 year of this ETF is -17.39%. The trend in this month is bearish. The degree of risk of this ETF in this month is medium with a Risk Score stable of 5 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.