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 September 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 |
|
|
| US bond market |
|
|
| US Treasuries |
|
|
| US Real Estate |
|
|
| Europe Equities |
|
|
| Japan Equities |
|
|
| Emerging Market Equities |
|
|
| Gold |
|
Portfolios
US Growth Portfolio
T
he portfolio US Growth dropped 1.48% last month. 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 MDY (100%). The portfolio trend for this month is bullish with a Trend Score in decline of 4 out of 10. The level of risk of the strategy for September is medium with a Risk Score in expansion of 4 out of 10.
The 1-year trailing return of this strategy is 23.12%. Since opening the portfolio at eToro in November 2019, the strategy has performed 106.42%, in comparison, the benchmark asset (S&P 500) has advanced 57.60%. 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 23.90% 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: -23.90%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced retreated 1.18% 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 September is weakly bullish. The ETF selected in the bond part for this month is JNK. The 2 ETFs of the portfolio for this month are MDY (70%) and JNK (30%). The portfolio trend for September is weakly bullish with a Trend Score in decline of 3 out of 10. The level of risk of the strategy for September is low with a Risk Score unchanged of 3 out of 10.
The 1-year trailing return of this portfolio is 15.28%.
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 2.38% in August. 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 Exchange Traded Fund selected in the portfolio for this month is MDY (30%). The portfolio trend for this month is weakly positive with a Trend Score in regression of 1 out of 10. The degree of risk of the strategy for this month is low with a Risk Score in regression of 1 out of 10.
The 1-year performance of this strategy is 7.09%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable dropped 2.78% in August. The overall market trend for this month is weakly bullish. 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. The 6 ETFs of the portfolio for this month are EFA (5%), GLD (5%), EWJ (5%), VGK (5%), SPY (5%) and QQQ (5%). The portfolio trend for this month is weakly bullish with a Trend Score in regression of 1 out of 10. The level of risk of the strategy for this month is low with a Risk Score in regression of 1 out of 10.
The 1-year trailing return of this portfolio is 1.45%.
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
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which measures big US technology-related companies, dropped 1.48% last month. The 1 year trailing return of this ETF is 26.09%. The trend in September is positive with a Trend Score in decline of 5 out of 10. The level of risk of this ETF in September is low with a Risk Score unchanged of 3 out of 10. This ETF is invested in the portfolio Global Stable in September.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which measures long-Term US Treasuries, decreases sharply by 3.41% last month. The 1 year trailing return of this ETF is -13.51%. A trend reversal has been detected in this month with a Trend Score of 4 out of 10. The level of risk of this ETF in this month is high with a Risk Score in expansion of 7 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which replicates 2000 small-cap US stocks, collapses distinctly by 5.08% in August. The evolution of the performance of this ETF over 1 year is 2.73%. The trend in September is bullish with a Trend Score in regression of 4 out of 10. The degree of risk of this ETF in September is medium with a Risk Score stable of 4 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which tracks 500 largest US companies, retreated 1.63% in August. The 1 year trailing return of this ETF is 13.92%. The trend in September is bullish with a Trend Score in regression of 4 out of 10. The degree of risk of this ETF in September is low with a Risk Score steady of 3 out of 10. This ETF is present in the portfolio Global Stable in September.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY Exchange-Traded Fund from SPDR, which follows 400 mid-cap companies in the U.S., fell 2.96% last month. The performance over a period of 1 year of this ETF is 8.78%. The trend in this month is positive with a Trend Score in decline of 4 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 portfolios US Growth, Global Conservative and US Balanced this month.
GLD SPDR Gold
- Gold
The GLD Exchange-Traded Fund from SPDR, which measures the performance of gold in the commodities market, decreased 1.28% in August. The 1 year trailing return of this ETF is 13.21%. The trend in September is lightly bullish with a Trend Score unchanged of 2 out of 10. The level of risk of this ETF in September is low with a Risk Score unchanged of 2 out of 10. This ETF is invested in the portfolio Global Stable this month.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK Exchange-Traded Fund from Vanguard, which monitors companies located in major European markets, decreases sharply by 4.05% in August. The evolution of the performance of this ETF over 1 year is 17.65%. The trend in September is lightly bullish with a Trend Score unchanged of 2 out of 10. The level of risk of this ETF in September is low with a Risk Score in decline of 3 out of 10. This ETF is invested in the portfolio Global Stable this month.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK Exchange-Traded Fund, which tracks the Bloomberg Barclays US High Yield index, fell 0.31% last month. The evolution of the performance of this ETF over 1 year is 1.10%. The trend in this month is lightly bullish with a Trend Score stable of 2 out of 10. The degree of risk of this ETF in this month is low with a Risk Score in regression of 1 out of 10. This ETF is invested in the strategy US Balanced this month.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which tracks the Japan Equities index, decreased 2.81% in August. The evolution of the performance of this equity over 1 year is 15.09%. The trend in September is lightly positive with a Trend Score in regression of 1 out of 10. The degree of risk of this equity in September is low with a Risk Score in growth of 3 out of 10. This equity is present in the strategy Global Stable in September.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF, which follows a broad range of companies in Europe, Australia and the Far East, falls sharply by 3.93% in August. The performance over a period of 1 year of this ETF is 16.39%. The trend in September is lightly positive with a Trend Score in decline of 1 out of 10. The level of risk of this ETF in September is medium with a Risk Score constant of 4 out of 10. This ETF is invested in the strategy Global Stable in September.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF from iShares, which tracks intermediate-term U.S. Treasury bonds, dropped 0.98% in August. The 1 year trailing return of this equity is -6%. The trend in September is negative. The degree of risk of this equity in September is low with a Risk Score steady of 2 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND Exchange-Traded Fund from Vanguard, which replicates intermediate-term bonds being traded in the United States, receded 0.93% in August. The evolution of the performance of this ETF over 1 year is -4.05%. The trend in September is negative. The degree of risk of this ETF in September is low with a Risk Score stable of 2 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF, which measures a broad portfolio of U.S. corporate bonds, retreated 1.57% in August. The 1 year trailing return of this ETF is -2.75%. The trend in September is bearish. The degree of risk of this ETF in September is low with a Risk Score unchanged of 2 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF, which tracks a broad range of emerging market companies, decreases sharply by 6.63% in August. The evolution of the performance of this equity over 1 year is 0%. The trend in September is bearish. The degree of risk of this equity in September is medium with a Risk Score unchanged of 4 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which measures the broad U.S. real estate market, collapses distinctly by 3.38% in August. The evolution of the performance of this ETF over 1 year is -11.83%. The trend in September is negative. The level of risk of this ETF in September is medium with a Risk Score in rise of 4 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.