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 October 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 falls sharply by 5.26% in September. We find a positive trend in the U.S. equity market however the trend in US stocks ETFs is uncertain, so the portfolio is allocated to a long-term U.S. Treasury Bond ETF (TLT). The level of risk of the strategy for October is low with a Risk Score in decline of 0 out of 10.
The 1-year trailing return of this portfolio is 17.23%. Since opening the portfolio at eToro in November 2019, the strategy has performed 95.51%, in comparison, the benchmark asset (S&P 500) has advanced 50.07%. 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 23.88% 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: -23.88%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced falls back promptly by 4.17% 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 negative. The ETF selected in the bond part for this month is IEF. The portfolio contains the following 2 ETFs: TLT (70%) and IEF (30%). The level of risk of the strategy for this month is medium with a Risk Score in rise of 4 out of 10.
The 1-year performance of this portfolio is 10.45%.
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 decreased 1.55% in September. 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 TLT (30%). The level of risk of the strategy for October is low with a Risk Score in progression of 2 out of 10.
The 1-year performance of this portfolio is 5.41%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable decreased 1.14% last month. The overall market trend for October is bearish. By analyzing a diverse multi-market composed of 12 ETFs (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 4 securities only show a positive evolution. Our model allocates 0% to Risk-On assets and 100% to Risk-Off assets. Portfolio is allocated 100% cash. The level of risk of the strategy for October is low with a Risk Score in regression of 0 out of 10.
The 1-year change of this portfolio is 0.29%.
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 tracks large-cap US technology companies, falls back promptly by 5.22% in September. The evolution of the performance of this ETF over 1 year is 34.08%. The trend in October is lightly positive with a Trend Score in regression of 3 out of 10. The degree of risk of this ETF in October is medium with a Risk Score in growth of 4 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which replicates a basket of large-cap U.S. stocks, falls back promptly by 5.08% in September. The evolution of the performance of this ETF over 1 year is 19.61%. The trend in October is weakly bullish with a Trend Score in regression of 2 out of 10. The degree of risk of this ETF in October is medium with a Risk Score in expansion of 4 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ Exchange-Traded Fund from iShares, which tracks the MSCI Japan Index, decreased 2.19% in September. The 1 year trailing return of this ETF is 25%. The trend in October is lightly bullish with a Trend Score stable of 1 out of 10. The degree of risk of this ETF in this month is low with a Risk Score stable of 3 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which follows the Bloomberg Barclays US High Yield index, receded 2.23% in September. The performance over a period of 1 year of this ETF is 3.45%. The trend in October is lightly bullish with a Trend Score in decline of 1 out of 10. The level of risk of this ETF in October is low with a Risk Score unchanged of 1 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 8.23% in September. The 1 year trailing return of this equity is -13.73%. The trend in October is bearish. The level of risk of this equity in October is medium with a Risk Score in decline of 5 out of 10. This equity is invested in the portfolios US Growth, Global Conservative and US Balanced in October.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which follows REITs and other real estate-related investments, decreases sharply by 8.16% in September. The performance over a period of 1 year of this equity is -6.25%. The trend in October is bearish. The level of risk of this equity in October is medium with a Risk Score in expansion of 6 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM Exchange-Traded Fund from iShares, which tracks the MSCI Emerging Markets Index, collapses distinctly by 3.11% in September. The 1 year trailing return of this ETF is 8.82%. The trend in October is negative. The degree of risk of this ETF in October is low with a Risk Score in regression of 3 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD Exchange-Traded Fund from iShares, which replicates a broad portfolio of U.S. corporate bonds, collapses distinctly by 3.90% last month. The evolution of the performance of this ETF over 1 year is 0%. The trend in this month is negative. The degree of risk of this ETF in this month is low with a Risk Score stable of 2 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which measures 2000 small-cap US stocks, collapses distinctly by 6.29% in September. The evolution of the performance of this equity over 1 year is 7.32%. The trend in October is negative. The level of risk of this equity in October is medium with a Risk Score stable of 4 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which monitors the FTSE Europe All Cap Index, decreases sharply by 4.91% in September. The performance over a period of 1 year of this equity is 23.91%. The trend in October is negative. The level of risk of this equity in October is medium with a Risk Score in expansion of 4 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF from iShares, which replicates a broad range of companies in Europe, Australia and the Far East, collapses distinctly by 3.65% in September. The performance over a period of 1 year of this Exchange-Traded Fund is 21.43%. The trend in October is bearish. The degree of risk of this Exchange-Traded Fund in October is low with a Risk Score in regression of 3 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY Exchange-Traded Fund from SPDR, which measures 400 U.S. mid-cap stocks, falls sharply by 5.57% last month. The 1 year trailing return of this ETF is 13.72%. The trend in this month is bearish. The level of risk of this ETF in this month is medium with a Risk Score constant of 4 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which mimics the ICE U.S. Treasury 7-10 Year Bond Index, falls back promptly by 3.39% in September. The performance over a period of 1 year of this equity is -4.21%. The trend in October is negative. The degree of risk of this equity in October is low with a Risk Score in expansion of 3 out of 10. This equity is present in the portfolio US Balanced in October.
GLD SPDR Gold
- Gold
The GLD ETF, which follows the price of gold, decreases sharply by 4.76% in September. The performance over a period of 1 year of this ETF is 11.04%. The trend in October is bearish. The level of risk of this ETF in October is low with a Risk Score in expansion of 3 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF from Vanguard, which replicates intermediate-term bonds being traded in the United States, decreased 2.75% in September. The evolution of the performance of this equity over 1 year is -2.82%. The trend in October is negative. The degree of risk of this equity in October is low with a Risk Score in rise of 3 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.