January 1, 2024

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 January 2024. 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 - January 1, 2024

T he portfolio US Growth holds out its strong increase of 5.58% in December. 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 January. The ETF selected in the portfolio for this month is QQQ (100%). The portfolio trend for January is strongly positive with a Trend Score in progression of 9 out of 10. The level of risk of the strategy for January is medium with a Risk Score stable of 4 out of 10.
The 1-year trailing return of this portfolio is 27.30%. Since opening the portfolio at eToro in November 2019, the strategy has performed 106.57%, in comparison, the benchmark asset (S&P 500) has advanced 67.65%. 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 23.92% at maximum.

This strategy captures the U.S. stock market growth for long-term investors who want high returns.

5.58%Performance December
106.57%Performance
Since inception at eToro
Trend Score 9
Risk Score 4
Asset Allocation
QQQ100%

 Max drawdown

Since inception at eToro

Portfolio: -19.95%

S&P 500: -23.92%

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

US Balanced Portfolio

US Balanced - Trend score - January 1, 2024

T he portfolio US Balanced advances promptly to 5.14% 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 January is positive. The 2 ETFs of the bond part for this month are JNK and LQD. The ETFs that make up the portfolio do not change in January. The 3 ETFs of the portfolio for this month are QQQ (70%), JNK (15%) and LQD (15%). The portfolio trend for January is measurably bullish with a Trend Score in growth of 8 out of 10. The level of risk of the strategy for January is medium with a Risk Score unchanged of 4 out of 10.
The 1-year change of this portfolio is 13.75%.

This strategy provides a balanced stocks and bonds allocation for investors who want a U.S. market exposure with limited risks.

5.14%Performance December
Trend Score 8
Risk Score 4
Asset Allocation
QQQ70% JNK15% LQD15%

Global Conservative Portfolio

Global Conservative - Trend score - January 1, 2024

T he portfolio Global Conservative escalated 2.83% in December. 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 asset allocation is as follows: QQQ (39%), JNK (9%), VNQ (9%), IWM (9%), SPY (9%) and EWJ (9%). The portfolio trend for January is measurably bullish with a Trend Score in expansion of 7 out of 10. The degree of risk of the strategy for January is low with a Risk Score in rise of 3 out of 10.
The 1-year change of this strategy is 7.56%.

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

2.83%Performance December
Trend Score 7
Risk Score 3
Asset Allocation
QQQ39% JNK9% VNQ9% IWM9% SPY9% EWJ9% Cash16%

Global Stable Portfolio

Global Stable - Trend score - January 1, 2024

T he portfolio Global Stable increased 1.78% in December. The overall market trend for January is strongly positive. By analyzing a diverse multi-market composed of 12 ETFs (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 11 assets show a positive evolution. Our model allocates 83% to Risk-On assets and 16% to Risk-Off assets. The 6 ETFs of the portfolio for this month are VNQ (13%), JNK (13%), EWJ (13%), IWM (13%), SPY (13%) and QQQ (13%). The portfolio trend for January is bullish with a Trend Score in expansion of 6 out of 10. The level of risk of the strategy for January is low with a Risk Score in rise of 3 out of 10.
The 1-year trailing return of this portfolio is 2.08%.

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.

1.78%Performance December
Trend Score 6
Risk Score 3
Asset Allocation
VNQ13% JNK13% EWJ13% IWM13% SPY13% QQQ13% Cash22%

ETF Trends

Trend Score 9
Risk Score 4
3 Months
ETF QQQ - Trend score - January 1, 2024

QQQ Invesco QQQ

  • Nasdaq 100

The QQQ Exchange-Traded Fund from Invesco, which monitors big US technology-related companies, continues its strong rise of 5.32% in December. The evolution of the performance of this ETF over 1 year is 53.76%. The trend in this month is measurably bullish with a Trend Score in progression of 9 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 Stable, Global Conservative and US Balanced this month.

Trend Score 8
Risk Score 6
3 Months
ETF IWM - Trend score - January 1, 2024

IWM iShares Russell 2000 ETF

  • US Small Cap Equities

The IWM ETF from iShares, which measures 2000 small-cap US stocks, continues its strong increase of 11.72% in December. The 1 year trailing return of this Exchange-Traded Fund is 14.94%. The trend in January is strongly positive with a Trend Score in progression of 8 out of 10. The degree of risk of this Exchange-Traded Fund in January is medium with a Risk Score in progression of 6 out of 10. This Exchange-Traded Fund is invested in the portfolios Global Stable and Global Conservative in January.

Trend Score 8
Risk Score 4
3 Months
ETF SPY - Trend score - January 1, 2024

SPY SPDR S&P 500 ETF

  • S&P 500

The SPY ETF from SPDR, which replicates the US large-cap space, continues its strong rise of 4.14% in December. The evolution of the performance of this Exchange-Traded Fund over 1 year is 24.35%. The trend in January is measurably bullish with a Trend Score in rise of 8 out of 10. The degree of risk of this Exchange-Traded Fund in January is medium with a Risk Score in decline of 4 out of 10. This Exchange-Traded Fund is present in the strategies Global Stable and Global Conservative this month.

Trend Score 8
Risk Score 5
3 Months
ETF VNQ - Trend score - January 1, 2024

VNQ Vanguard Real Estate ETF

  • US Real Estate

The VNQ ETF, which follows REITs and other real estate-related investments, continues its strong increase of 8.11% in December. The performance over a period of 1 year of this ETF is 7.32%. The trend in January is measurably bullish with a Trend Score in rise of 8 out of 10. The level of risk of this ETF in January is medium with a Risk Score constant of 5 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative in January.

Trend Score 7
Risk Score 5
3 Months
ETF MDY - Trend score - January 1, 2024

MDY SPDR S&P Midcap 400

  • Midcap 400

The MDY Exchange-Traded Fund, which tracks mid-cap U.S. stocks, holds out its strong increase of 8.22% last month. The evolution of the performance of this ETF over 1 year is 14.71%. The trend in this month is strongly positive with a Trend Score in progression of 7 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in progression of 5 out of 10.

Trend Score 7
Risk Score 3
3 Months
ETF GLD - Trend score - January 1, 2024

GLD SPDR Gold

  • Gold

The GLD ETF, which mimics the performance of gold in the commodities market, continued to gain ground by 1.28% in December. The 1 year trailing return of this ETF is 13.02%. The trend in January is strongly positive with a Trend Score in growth of 7 out of 10. The degree of risk of this ETF in January is low with a Risk Score steady of 3 out of 10.

Trend Score 7
Risk Score 4
3 Months
ETF LQD - Trend score - January 1, 2024

LQD iShares iBoxx $ Investment Grade Corporate Bond

  • US Corporate Bonds

The LQD ETF, which tracks a basket of U.S. corporate bonds, holds out its strong increase of 4.11% in December. The evolution of the performance of this ETF over 1 year is 4.76%. The trend in January is strongly positive with a Trend Score in growth of 7 out of 10. The degree of risk of this ETF in January is medium with a Risk Score in regression of 4 out of 10. This ETF is invested in the strategy US Balanced in January.

Trend Score 7
Risk Score 3
3 Months
ETF JNK - Trend score - January 1, 2024

JNK SPDR Bloomberg High Yield Bond

  • High Yield Bonds

The JNK ETF, which tracks US high-yield corporate bonds, continued to gain ground by 2.21% in December. The 1 year trailing return of this ETF is 4.44%. The trend in January is measurably bullish with a Trend Score in expansion of 7 out of 10. The degree of risk of this ETF in January is low with a Risk Score in expansion of 3 out of 10. This equity is present in the strategies Global Stable, Global Conservative and US Balanced in January.

Trend Score 7
Risk Score 6
3 Months
ETF BND - Trend score - January 1, 2024

BND Vanguard Total Bond Market ETF

  • US Total Bond Market

The BND Exchange-Traded Fund from Vanguard, which replicates investment grade, US dollar-denominated bond market debt securities, continued to gain ground by 2.97% in December. The performance over a period of 1 year of this ETF is 2.82%. The trend in this month is strongly positive with a Trend Score in growth of 7 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score steady of 6 out of 10.

Trend Score 6
Risk Score 4
3 Months
ETF VGK - Trend score - January 1, 2024

VGK Vanguard FTSE Europe ETF

  • Europe Equities

The VGK ETF, which measures European Equities, holds out its strong increase of 4.64% in December. The 1 year trailing return of this equity is 16.36%. The trend in January is positive with a Trend Score in rise of 6 out of 10. The level of risk of this equity in January is medium with a Risk Score in decline of 4 out of 10.

Trend Score 6
Risk Score 5
3 Months
ETF TLT - Trend score - January 1, 2024

TLT iShares 20+ Year Treasury Bond ETF

  • Long-Term US Treasuries

The TLT ETF, which mimics the U.S. long-term treasury market, continues its strong increase of 7.99% in December. The performance over a period of 1 year of this ETF is -1.01%. The trend in January is bullish with a Trend Score in growth of 6 out of 10. The degree of risk of this ETF in January is medium with a Risk Score in regression of 5 out of 10.

Trend Score 6
Risk Score 4
3 Months
ETF EFA - Trend score - January 1, 2024

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, continues its strong increase of 4.05% last month. The performance over a period of 1 year of this ETF is 15.38%. The trend in this month is positive with a Trend Score in progression of 6 out of 10. The level of risk of this ETF in this month is medium with a Risk Score in decline of 4 out of 10.

Trend Score 6
Risk Score 4
3 Months
ETF IEF - Trend score - January 1, 2024

IEF iShares 7-10 Year Treasury Bond ETF

  • Intermediate-term US Treasuries

The IEF ETF, which replicates an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years, continues its strong rise of 3.19% in December. The evolution of the performance of this equity over 1 year is 1.05%. The trend in January is bullish with a Trend Score in expansion of 6 out of 10. The degree of risk of this equity in January is medium with a Risk Score in regression of 4 out of 10.

Trend Score 6
Risk Score 2
3 Months
ETF EWJ - Trend score - January 1, 2024

EWJ iShares MSCI JAPAN ETF

  • Japan Equities

The EWJ Exchange-Traded Fund from iShares, which tracks the Japan Equities index, continued to gain ground by 2.44% in December. The evolution of the performance of this ETF over 1 year is 18.52%. The trend in January is bullish with a Trend Score in progression of 6 out of 10. The degree of risk of this ETF in this month is low with a Risk Score in regression of 2 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative this month.

Trend Score 5
Risk Score 3
3 Months
ETF EEM - Trend score - January 1, 2024

EEM iShares MSCI Emerging Markets ETF

  • Emerging Market Equities

The EEM ETF, which measures a diversified exposure to emerging markets, continued to grow by 1.64% in December. The evolution of the performance of this equity over 1 year is 8.11%. The trend in January is positive with a Trend Score in rise of 5 out of 10. The level of risk of this equity in January is low with a Risk Score in decline 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.