Stock Market Outlook

T he portfolio US Growth holds out its strong increase of 7.87% in May. 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 does not change in June. The Exchange Traded Fund selected in the portfolio for this month is QQQ (100%). The portfolio trend for June is strongly positive with a Trend Score in growth of 9 out of 10. The degree of risk of the strategy for June is medium with a Risk Score in growth of 5 out of 10.
The 1-year trailing return of this portfolio is 12.93%. Since opening the portfolio at eToro in November 2019, the strategy has performed 89.74%, in comparison, the benchmark asset (S&P 500) has advanced 45.76%. The strategy has suffered a maximum loss of 19.96% 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 holds out its strong increase of 5.15% in May. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for June is positive. The 2 ETFs of the bond part for this month are BND and LQD. The portfolio contains the following 3 ETFs: QQQ (70%), BND (15%) and LQD (15%). The portfolio trend for June is measurably bullish with a Trend Score in growth of 8 out of 10. The level of risk of the strategy for June is medium with a Risk Score in progression of 4 out of 10.
The 1-year performance of this portfolio is 8.22%.

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 2.59% in May. 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 does not change this month. The ETF selected in the portfolio for this month is QQQ (33%). The portfolio trend for this month is weakly positive with a Trend Score in rise of 3 out of 10. The degree of risk of the strategy for this month is low with a Risk Score in expansion of 2 out of 10.
The 1-year performance of this strategy is 4.19%.

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

T he portfolio Global Stable dropped 0.09% in May. The overall market trend for this month is weakly positive. By analyzing a diverse multi-market composed of 12 Exchange Traded Funds (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 8 securities 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 Exchange Traded Funds of the portfolio for this month are QQQ (5%), SPY (5%), EWJ (5%), GLD (5%), EFA (5%) and VGK (5%). The portfolio trend for this month is weakly positive with a Trend Score stable of 1 out of 10. The degree of risk of the strategy for this month is low with a Risk Score steady of 1 out of 10.
The 1-year trailing return of this strategy is 0.40%.

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.