December 1, 2023

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 December 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.

Portfolios

US Growth Portfolio

US Growth - Trend score - December 1, 2023

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.

0.09%Performance November
95.61%Performance
Since inception at eToro
Trend Score 4
Risk Score 4
Asset Allocation
QQQ100%

 Max drawdown

Since inception at eToro

Portfolio: -19.95%

S&P 500: -23.88%

  • eToro portfolio
www.etoro.com/people/ms-growth

US Balanced Portfolio

US Balanced - Trend score - December 1, 2023

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.

0%Performance November
Trend Score 4
Risk Score 4
Asset Allocation
QQQ70% JNK15% LQD15%

Global Conservative Portfolio

Global Conservative - Trend score - December 1, 2023

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.

0%Performance November
Trend Score 2
Risk Score 2
Asset Allocation
QQQ35% EFA5% JNK5% EWJ5% SPY5% GLD5% Cash40%

Global Stable Portfolio

Global Stable - Trend score - December 1, 2023

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.

0%Performance November
Trend Score 1
Risk Score 2
Asset Allocation
JNK8% EFA8% GLD8% EWJ8% SPY8% QQQ8% Cash52%

ETF Trends

Trend Score 4
Risk Score 4
3 Months
ETF QQQ - Trend score - December 1, 2023

QQQ Invesco QQQ

  • Nasdaq 100

The QQQ Exchange-Traded Fund, which follows the US tech sector, rebounds sharply by 10.82% last month. The performance over a period of 1 year of this ETF is 32.42%. The trend in this month is positive with a Trend Score in growth of 4 out of 10. The level of risk of this ETF in this month is medium with a Risk Score constant of 4 out of 10. This ETF is invested in the portfolios US Growth, Global Stable, Global Conservative and US Balanced in December.

Trend Score 4
Risk Score 7
3 Months
ETF TLT - Trend score - December 1, 2023

TLT iShares 20+ Year Treasury Bond ETF

  • Long-Term US Treasuries

The TLT Exchange-Traded Fund from iShares, which monitors long-term U.S. Treasury bonds, rebounds promptly by 9.55% last month. The evolution of the performance of this ETF over 1 year is -10.78%. 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 growth of 7 out of 10.

Trend Score 4
Risk Score 3
3 Months
ETF GLD - Trend score - December 1, 2023

GLD SPDR Gold

  • Gold

The GLD Exchange-Traded Fund, which measures the performance of gold, continued to grow by 2.53% last month. The evolution of the performance of this ETF over 1 year is 14.63%. The trend in this month is positive with a Trend Score in expansion of 4 out of 10. The level of risk of this ETF in this month is low with a Risk Score in decline of 3 out of 10. This ETF is present in the strategies Global Stable and Global Conservative in December.

Trend Score 4
Risk Score 7
3 Months
ETF IEF - Trend score - December 1, 2023

IEF iShares 7-10 Year Treasury Bond ETF

  • Intermediate-term US Treasuries

The IEF ETF, which follows the ICE U.S. Treasury 7-10 Year Bond Index, rebounds sharply by 4.26% in November. The performance over a period of 1 year of this ETF is -4.12%. A trend reversal has been detected in December with a Trend Score of 4 out of 10. The degree of risk of this ETF in December is high with a Risk Score in growth of 7 out of 10.

Trend Score 3
Risk Score 6
3 Months
ETF LQD - Trend score - December 1, 2023

LQD iShares iBoxx $ Investment Grade Corporate Bond

  • US Corporate Bonds

The LQD ETF, which measures a basket of U.S. corporate bonds, rises sharply by 7.18% last month. The 1 year trailing return of this ETF is -0.93%. The trend in this month is lightly bullish with a Trend Score in progression of 3 out of 10. The level of risk of this ETF in this month is medium with a Risk Score in progression of 6 out of 10. This ETF is invested in the strategy US Balanced in December.

Trend Score 2
Risk Score 6
3 Months
ETF BND - Trend score - December 1, 2023

BND Vanguard Total Bond Market ETF

  • US Total Bond Market

The BND Exchange-Traded Fund from Vanguard, which follows the Vanguard Total Bond Market index, rebounds sharply by 4.23% in November. The performance over a period of 1 year of this ETF is -1.39%. The trend in December is lightly bullish with a Trend Score in progression of 2 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in progression of 6 out of 10.

Trend Score 2
Risk Score 2
3 Months
ETF JNK - Trend score - December 1, 2023

JNK SPDR Bloomberg High Yield Bond

  • High Yield Bonds

The JNK ETF, which tracks US high-yield corporate bonds, rebounds promptly by 4.23% in November. The 1 year trailing return of this equity is 0%. The trend in December is weakly bullish with a Trend Score in expansion of 2 out of 10. The degree of risk of this equity in December is low with a Risk Score in expansion of 2 out of 10. This equity is present in the strategies Global Stable, Global Conservative and US Balanced in December.

Trend Score 2
Risk Score 5
3 Months
ETF EFA - Trend score - December 1, 2023

EFA iShares MSCI EAFE ETF

  • Europe, Australia and Far East Equities

The EFA ETF, which tracks an index composed of companies from Europe, Australia and the Far East, rebounds promptly by 8.22% last month. The evolution of the performance of this ETF over 1 year is 7.46%. The trend in this month is lightly positive with a Trend Score in growth of 2 out of 10. The degree of risk of this ETF in December is medium with a Risk Score in growth of 5 out of 10. This ETF is present in the portfolios Global Stable and Global Conservative in December.

Trend Score 2
Risk Score 5
3 Months
ETF VGK - Trend score - December 1, 2023

VGK Vanguard FTSE Europe ETF

  • Europe Equities

The VGK ETF from Vanguard, which mimics European Equities, rises sharply by 9.76% in November. The 1 year trailing return of this equity is 8.93%. The trend in December is lightly positive with a Trend Score in growth of 2 out of 10. The degree of risk of this equity in December is medium with a Risk Score in growth of 5 out of 10.

Trend Score 2
Risk Score 3
3 Months
ETF EWJ - Trend score - December 1, 2023

EWJ iShares MSCI JAPAN ETF

  • Japan Equities

The EWJ ETF, which replicates large and mid cap segments of the Japanese market, rebounds promptly by 6.19% in November. The evolution of the performance of this ETF over 1 year is 12.73%. The trend in December is weakly positive with a Trend Score in rise of 2 out of 10. The degree of risk of this ETF in December is low with a Risk Score stable of 3 out of 10. This ETF is present in the strategies Global Stable and Global Conservative in December.

Trend Score 2
Risk Score 5
3 Months
ETF SPY - Trend score - December 1, 2023

SPY SPDR S&P 500 ETF

  • S&P 500

The SPY ETF, which follows the Standard & Poor's 500 Index, rises sharply by 9.13% in November. The performance over a period of 1 year of this equity is 12.04%. The trend in December is lightly positive with a Trend Score in rise of 2 out of 10. The level of risk of this equity in December is medium with a Risk Score in rise of 5 out of 10. This equity is invested in the portfolios Global Stable and Global Conservative in December.

Trend Score 2
Risk Score 5
3 Months
ETF VNQ - Trend score - December 1, 2023

VNQ Vanguard Real Estate ETF

  • US Real Estate

The VNQ ETF, which tracks a broad exposure to U.S. equity REITs, rises sharply by 12.08% in November. The 1 year trailing return of this equity is -7.95%. The trend in December is weakly bullish with a Trend Score in expansion of 2 out of 10. The degree of risk of this equity in December is medium with a Risk Score in expansion of 5 out of 10.

Trend Score 2
Risk Score 4
3 Months
ETF IWM - Trend score - December 1, 2023

IWM iShares Russell 2000 ETF

  • US Small Cap Equities

The IWM ETF, which replicates an index of US small-cap stocks, rebounds sharply by 9.20% in November. The performance over a period of 1 year of this ETF is -4.28%. The trend in December is lightly positive with a Trend Score in growth of 2 out of 10. The degree of risk of this ETF in December is medium with a Risk Score steady of 4 out of 10.

Trend Score 2
Risk Score 4
3 Months
ETF MDY - Trend score - December 1, 2023

MDY SPDR S&P Midcap 400

  • Midcap 400

The MDY Exchange-Traded Fund from SPDR, which monitors 400 mid-cap companies in the U.S., rebounds promptly by 8.39% in November. The evolution of the performance of this ETF over 1 year is -0.43%. The trend in December is lightly positive with a Trend Score in growth of 2 out of 10. The level of risk of this ETF in December is medium with a Risk Score constant of 4 out of 10.

Trend Score 1
Risk Score 4
3 Months
ETF EEM - Trend score - December 1, 2023

EEM iShares MSCI Emerging Markets ETF

  • Emerging Market Equities

The EEM ETF, which mimics the MSCI Emerging Markets Index, rises sharply by 7.79% last month. The 1 year trailing return of this ETF is 0%. The trend in December is lightly positive with a Trend Score in growth of 1 out of 10. The degree of risk of this ETF in December is medium with a Risk Score in growth 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.