Stock Market Outlook

T he portfolio US Growth bounced back 0.09% in November. 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 Exchange Traded Fund selected in the portfolio for this month is QQQ (100%). The portfolio trend for December is positive with a Trend Score in expansion of 4 out of 10. The level of risk of the strategy for December is medium with a Risk Score in expansion of 4 out of 10.
The 1-year performance of this strategy is 17.23%. Since opening the portfolio at eToro in November 2019, the strategy has performed 95.61%, in comparison, the benchmark asset (S&P 500) has advanced 60.20%. 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.

T he portfolio US Balanced stayed constant 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 bond part contains the following 2 ETFs: JNK and LQD. The portfolio contains the following 3 ETFs: QQQ (70%), JNK (15%) and LQD (15%). The portfolio trend for this month is bullish with a Trend Score in expansion of 4 out of 10. The degree of risk of the strategy for December is medium with a Risk Score in rise of 4 out of 10.
The 1-year performance of this strategy is 5.61%.

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 remained steady in November. 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 portfolio contains the following 6 Trackers: QQQ (35%), EFA (5%), JNK (5%), EWJ (5%), SPY (5%) and GLD (5%). The portfolio trend for December is weakly bullish with a Trend Score in expansion of 2 out of 10. The degree of risk of the strategy for December is low with a Risk Score in progression of 2 out of 10.
The 1-year performance of this strategy is 3.69%.

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

T he portfolio Global Stable stayed constant last month. The overall market trend for this month is bullish. By analyzing a diverse multi-market composed of 12 ETFs (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 9 assets show a positive evolution. Our model allocates 50% to Risk-On assets and 50% to Risk-Off assets. The 6 ETFs of the portfolio for this month are JNK (8%), EFA (8%), GLD (8%), EWJ (8%), SPY (8%) and QQQ (8%). The portfolio trend for this month is weakly positive with a Trend Score in progression of 1 out of 10. The level of risk of the strategy for this month is low with a Risk Score in rise of 2 out of 10.
The 1-year trailing return 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.