April 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 April 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 - April 1, 2023

T he portfolio US Growth rebounds sharply by 9.48% in March. 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 asset allocation remains the same this month. The ETF selected in the portfolio for this month is QQQ (100%). The portfolio trend for April is measurably bullish with a Trend Score in rise of 9 out of 10. The degree of risk of the strategy for April is medium with a Risk Score in rise of 5 out of 10.
The 1-year change of this strategy is 2.62%. Since opening the portfolio at eToro in November 2019, the strategy has performed 75.01%, in comparison, the benchmark asset (S&P 500) has advanced 42.81%. 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 23.92% at maximum.

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

9.48%Performance March
75.01%Performance
Since inception at eToro
Trend Score 9
Risk Score 5
Asset Allocation
QQQ100%

 Max drawdown

Since inception at eToro

Portfolio: -19.95%

S&P 500: -23.92%

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

US Balanced Portfolio

US Balanced - Trend score - April 1, 2023

T he portfolio US Balanced rises sharply by 7.50% in March. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for April is bullish. The bond part contains the following 2 ETFs: JNK and LQD. The asset allocation is as follows: QQQ (70%), JNK (15%) and LQD (15%). The portfolio trend for April is strongly positive with a Trend Score in rise of 8 out of 10. The degree of risk of the strategy for April is medium with a Risk Score steady of 4 out of 10.
The 1-year change of this strategy is 2.44%.

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

7.50%Performance March
Trend Score 8
Risk Score 4
Asset Allocation
QQQ70% JNK15% LQD15%

Global Conservative Portfolio

Global Conservative - Trend score - April 1, 2023

T he portfolio Global Conservative bounced back 2.81% last month. 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 (33%). The portfolio trend for April is lightly positive with a Trend Score in growth of 3 out of 10. The level of risk of the strategy for April is low with a Risk Score in progression of 2 out of 10.
The 1-year trailing return of this strategy is 1.41%.

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

2.81%Performance March
Trend Score 3
Risk Score 2
Asset Allocation
QQQ33% Cash67%

Global Stable Portfolio

Global Stable - Trend score - April 1, 2023

T he portfolio Global Stable stayed constant in March. The overall market trend for April is weakly bullish. By analyzing a diverse multi-market composed of 12 Trackers (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 8 assets show a positive evolution. Our model allocates 33% to Risk-On assets and 66% to Risk-Off assets. The 6 Trackers of the portfolio for this month are QQQ (5%), SPY (5%), EWJ (5%), GLD (5%), EFA (5%) and VGK (5%). The portfolio trend for April is weakly bullish with a Trend Score in growth of 2 out of 10. The level of risk of the strategy for April is low with a Risk Score in progression of 1 out of 10.
The 1-year trailing return 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.

0%Performance March
Trend Score 2
Risk Score 1
Asset Allocation
QQQ5% SPY5% EWJ5% GLD5% EFA5% VGK5% Cash70%

ETF Trends

Trend Score 9
Risk Score 5
3 Months
ETF QQQ - Trend score - April 1, 2023

QQQ Invesco QQQ

  • Nasdaq 100

The QQQ ETF, which measures the Nasdaq-100 Index, rises sharply by 9.32% in March. The 1 year trailing return of this ETF is -11.60%. The trend in April is strongly positive with a Trend Score in progression of 9 out of 10. The level of risk of this ETF in April is medium with a Risk Score in progression of 5 out of 10. This equity is invested in the portfolios US Growth, Global Stable, Global Conservative and US Balanced in April.

Trend Score 6
Risk Score 7
3 Months
ETF BND - Trend score - April 1, 2023

BND Vanguard Total Bond Market ETF

  • US Total Bond Market

The BND ETF, which mimics intermediate-term bonds being traded in the United States, bounced back 2.44% in March. The performance over a period of 1 year of this ETF is -7.59%. The trend in April is bullish with a Trend Score in rise of 6 out of 10. The degree of risk of this ETF in April is high with a Risk Score in rise of 7 out of 10.

Trend Score 6
Risk Score 4
3 Months
ETF SPY - Trend score - April 1, 2023

SPY SPDR S&P 500 ETF

  • S&P 500

The SPY Exchange-Traded Fund from SPDR, which measures 500 largest US companies, rebounds promptly by 3.31% in March. The evolution of the performance of this ETF over 1 year is -9.31%. The trend in April is positive with a Trend Score in expansion of 6 out of 10. The level of risk of this ETF in this month is medium with a Risk Score unchanged of 4 out of 10. This ETF is invested in the portfolio Global Stable this month.

Trend Score 5
Risk Score 4
3 Months
ETF LQD - Trend score - April 1, 2023

LQD iShares iBoxx $ Investment Grade Corporate Bond

  • US Corporate Bonds

The LQD ETF, which monitors U.S. investment grade corporate bonds, rebounds promptly by 3.48% last month. The evolution of the performance of this ETF over 1 year is -9.17%. The trend in April is positive with a Trend Score in growth of 5 out of 10. The level of risk of this ETF in April is medium with a Risk Score in regression of 4 out of 10. This ETF is invested in the strategy US Balanced in April.

Trend Score 5
Risk Score 7
3 Months
ETF GLD - Trend score - April 1, 2023

GLD SPDR Gold

  • Gold

The GLD Exchange-Traded Fund, which tracks the performance of the price of gold bullion, rebounds promptly by 7.92% last month. The 1 year trailing return of this ETF is 1.67%. The trend in this month is bullish with a Trend Score in progression of 5 out of 10. The degree of risk of this ETF in this month is high with a Risk Score in progression of 7 out of 10. This ETF is present in the strategy Global Stable in April.

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

EWJ iShares MSCI JAPAN ETF

  • Japan Equities

The EWJ ETF, which mimics the Japanese stock market, rises sharply by 4.92% in March. The 1 year trailing return of this equity is -4.92%. The trend in April is bullish with a Trend Score in growth of 5 out of 10. The degree of risk of this equity in April is low with a Risk Score steady of 3 out of 10. This equity is invested in the strategy Global Stable in April.

Trend Score 5
Risk Score 4
3 Months
ETF EFA - Trend score - April 1, 2023

EFA iShares MSCI EAFE ETF

  • Europe, Australia and Far East Equities

The EFA ETF, which follows markets in Europe, Australia and the Far East, rises sharply by 3.13% in March. The 1 year trailing return of this ETF is -2.74%. The trend in April is positive with a Trend Score in expansion of 5 out of 10. The level of risk of this ETF in April is medium with a Risk Score in expansion of 4 out of 10. This ETF is present in the portfolio Global Stable in April.

Trend Score 5
Risk Score 4
3 Months
ETF VGK - Trend score - April 1, 2023

VGK Vanguard FTSE Europe ETF

  • Europe Equities

The VGK Exchange-Traded Fund from Vanguard, which replicates an all-cap index of European securities, shifted upwards 2.09% in March. The performance over a period of 1 year of this ETF is -3.23%. The trend in April is bullish with a Trend Score in growth of 5 out of 10. The degree of risk of this ETF in April is medium with a Risk Score in growth of 4 out of 10. This ETF is invested in the strategy Global Stable this month.

Trend Score 4
Risk Score 7
3 Months
ETF IEF - Trend score - April 1, 2023

IEF iShares 7-10 Year Treasury Bond ETF

  • Intermediate-term US Treasuries

The IEF ETF from iShares, which follows intermediate-term U.S. Treasury bonds, rises sharply by 3.51% in March. The 1 year trailing return of this equity is -7.48%. The trend in April is positive with a Trend Score in expansion of 4 out of 10. The level of risk of this equity in April is high with a Risk Score in expansion of 7 out of 10.

Trend Score 4
Risk Score 5
3 Months
ETF TLT - Trend score - April 1, 2023

TLT iShares 20+ Year Treasury Bond ETF

  • Long-Term US Treasuries

The TLT ETF, which follows long-dated US Treasuries, rebounds sharply by 4.58% last month. The performance over a period of 1 year of this ETF is -19.70%. The trend in April is positive with a Trend Score in growth of 4 out of 10. The level of risk of this ETF in April is medium with a Risk Score constant of 5 out of 10.

Trend Score 3
Risk Score 2
3 Months
ETF JNK - Trend score - April 1, 2023

JNK SPDR Bloomberg High Yield Bond

  • High Yield Bonds

The JNK ETF, which monitors the Bloomberg Barclays US High Yield index, shifted upwards 1.56% in March. The evolution of the performance of this equity over 1 year is -9.80%. The trend in April is lightly bullish with a Trend Score in progression of 3 out of 10. The degree of risk of this equity in April is low with a Risk Score in regression of 2 out of 10. This equity is invested in the strategy US Balanced in April.

Trend Score 3
Risk Score 6
3 Months
ETF MDY - Trend score - April 1, 2023

MDY SPDR S&P Midcap 400

  • Midcap 400

The MDY Exchange-Traded Fund from SPDR, which follows mid-cap U.S. Equities, decreases sharply by 3.44% in March. The performance over a period of 1 year of this ETF is -6.53%. The trend in April is weakly bullish with a Trend Score unchanged of 3 out of 10. The level of risk of this ETF in this month is medium with a Risk Score in expansion of 6 out of 10.

Trend Score 2
Risk Score 4
3 Months
ETF EEM - Trend score - April 1, 2023

EEM iShares MSCI Emerging Markets ETF

  • Emerging Market Equities

The EEM ETF from iShares, which monitors a diversified exposure to emerging markets, rebounds sharply by 3.22% in March. The evolution of the performance of this equity over 1 year is -13.33%. The trend in April is lightly bullish with a Trend Score in expansion of 2 out of 10. The level of risk of this equity in April is medium with a Risk Score in decline of 4 out of 10.

Trend Score 0
Risk Score 6
3 Months
ETF VNQ - Trend score - April 1, 2023

VNQ Vanguard Real Estate ETF

  • US Real Estate

The VNQ Exchange-Traded Fund from Vanguard, which replicates the broad U.S. real estate market, falls back promptly by 3.13% in March. The performance over a period of 1 year of this ETF is -23.15%. The trend in this month is bearish. The degree of risk of this ETF in this month is medium with a Risk Score in growth of 6 out of 10.

Trend Score 0
Risk Score 6
3 Months
ETF IWM - Trend score - April 1, 2023

IWM iShares Russell 2000 ETF

  • US Small Cap Equities

The IWM Exchange-Traded Fund from iShares, which replicates an index of US small-cap stocks, decreases sharply by 5.20% in March. The performance over a period of 1 year of this ETF is -13.17%. The trend in this month is bearish. The degree of risk of this ETF in this month is medium with a Risk Score in progression 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.