Stock Market Outlook

T he portfolio US Growth continued to grow by 0.51% in April. 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 May is positive with a Trend Score in decline of 6 out of 10. The degree of risk of the strategy for May is low with a Risk Score in decline of 3 out of 10.
The 1-year performance of this strategy is 4.56%. Since opening the portfolio at eToro in November 2019, the strategy has performed 75.95%, in comparison, the benchmark asset (S&P 500) has advanced 45.09%. The strategy has suffered a maximum loss of 19.94% 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.

T he portfolio US Balanced continued to grow by 0.47% 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 this month is bullish. The 2 ETFs of the bond part for this month are BND and JNK. The 3 ETFs of the portfolio for this month are QQQ (70%), BND (15%) and JNK (15%). The portfolio trend for this month is bullish with a Trend Score in regression of 5 out of 10. The degree of risk of the strategy for this month is low with a Risk Score in regression of 3 out of 10.
The 1-year trailing return of this strategy is 2.92%.

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

T he portfolio Global Conservative continued to gain ground by 0.17% in April. 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 ETF selected in the portfolio for this month is QQQ (33%). The portfolio trend for May is lightly positive with a Trend Score in decline of 2 out of 10. The level of risk of the strategy for May is low with a Risk Score in decline of 1 out of 10.
The 1-year trailing return of this portfolio is 1.58%.

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

T he portfolio Global Stable heightened 0.49% in April. The overall market trend for May is weakly positive. By analyzing a diverse multi-market composed of 12 ETFs (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. Asset allocation remains the same this month. The 6 ETFs of the portfolio for this month are QQQ (5%), SPY (5%), EWJ (5%), GLD (5%), EFA (5%) and VGK (5%). The portfolio trend for May is weakly positive with a Trend Score in decline of 1 out of 10. The level of risk of the strategy for May is low with a Risk Score constant of 1 out of 10.
The 1-year trailing return of this portfolio is 0.49%.

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.