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 May 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.
Global Market Breadth
| Market | Trend | Direction |
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| 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 4.03% in April. 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 MDY (100%). The portfolio trend for May is lightly positive with a Trend Score in decline of 3 out of 10. The degree of risk of the strategy for May is medium with a Risk Score in growth of 4 out of 10.
The 1-year trailing return of this strategy is 22.36%. Since opening the portfolio at eToro in November 2019, the strategy has performed 115.24%, in comparison, the benchmark asset (S&P 500) has advanced 77.52%. 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 falls sharply by 3.22% in April. 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 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 this month is weakly bullish with a Trend Score in regression of 2 out of 10. The level of risk of the strategy for May is low with a Risk Score in rise of 3 out of 10.
The 1-year change of this portfolio is 10.72%.
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 falls sharply by 3.57% in April. 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 7 ETFs: MDY (30%), GLD (7%), QQQ (7%), SPY (7%), EWJ (7%), EFA (7%) and VGK (7%). The portfolio trend for May is weakly positive with a Trend Score in regression of 2 out of 10. The level of risk of the strategy for May is low with a Risk Score constant of 3 out of 10.
The 1-year change of this portfolio is 6.58%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable collapses distinctly by 3.36% in April. The overall market trend for May is bullish. By analyzing a diverse multi-market composed of 12 Trackers (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 10 securities show a positive evolution. Our model allocates 66% to Risk-On assets and 33% to Risk-Off assets. The 6 Trackers of the portfolio for this month are GLD (11%), QQQ (11%), SPY (11%), EWJ (11%), EFA (11%) and VGK (11%). The portfolio trend for May is lightly positive with a Trend Score in regression of 2 out of 10. The degree of risk of the strategy for May is low with a Risk Score in decline of 2 out of 10.
The 1-year change of this strategy is 2.22%.
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
GLD SPDR Gold
- Gold
The GLD ETF, which measures the price of gold, continued to grow by 2.99% in April. The evolution of the performance of this ETF over 1 year is 14.67%. The trend in May is measurably bullish with a Trend Score in progression of 8 out of 10. The degree of risk of this ETF in May is low with a Risk Score unchanged of 3 out of 10. This ETF is present in the strategies Global Stable and Global Conservative in May.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which measures 100 largest US companies in the non-financial sector, collapses distinctly by 4.37% in April. The evolution of the performance of this equity over 1 year is 31.68%. The trend in May is lightly positive with a Trend Score in regression of 3 out of 10. The degree of risk of this equity in this month is medium with a Risk Score in rise of 4 out of 10. This ETF is present in the portfolios Global Stable and Global Conservative in May.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY Exchange-Traded Fund from SPDR, which measures the US large-cap space, falls back promptly by 4.03% in April. The 1 year trailing return of this ETF is 20.72%. The trend in May is weakly positive with a Trend Score in decline of 3 out of 10. The degree of risk of this ETF in May is medium with a Risk Score in expansion of 4 out of 10. This ETF is present in the strategies Global Stable and Global Conservative in May.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY Exchange-Traded Fund, which mimics 400 mid-cap companies in the U.S., collapses distinctly by 6.05% last month. The 1 year trailing return of this Exchange-Traded Fund is 14.98%. The trend in May is lightly bullish with a Trend Score in regression of 3 out of 10. The level of risk of this Exchange-Traded Fund in May is medium with a Risk Score in growth of 4 out of 10. This equity is present in the portfolios US Growth, Global Conservative and US Balanced in May.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF from iShares, which monitors an index composed of companies from emerging markets, decreased 0.22% in April. The 1 year trailing return of this ETF is 2.56%. The trend in May is weakly bullish with a Trend Score in expansion of 3 out of 10. The degree of risk of this ETF in May is medium with a Risk Score in expansion of 4 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which follows an index of US small-cap stocks, falls sharply by 6.85% in April. The 1 year trailing return of this equity is 11.43%. The trend in this month is weakly bullish with a Trend Score in regression of 2 out of 10. The degree of risk of this equity in May is medium with a Risk Score in rise of 4 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA Exchange-Traded Fund, which tracks a broad range of companies in Europe, Australia and the Far East, collapses distinctly by 3.24% in April. The performance over a period of 1 year of this ETF is 5.48%. The trend in this month is weakly positive with a Trend Score in regression of 2 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in rise of 4 out of 10. This ETF is invested in the strategies Global Stable and Global Conservative in May.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which monitors an all-cap index of European securities, receded 2.55% in April. The performance over a period of 1 year of this ETF is 3.17%. The trend in this month is lightly bullish with a Trend Score in decline of 2 out of 10. The level of risk of this ETF in this month is low with a Risk Score constant of 3 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative this month.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF, which follows a basket of U.S. corporate bonds, falls sharply by 3.61% in April. The 1 year trailing return of this Exchange-Traded Fund is -4.59%. The trend in May is lightly bullish with a Trend Score steady of 1 out of 10. The level of risk of this Exchange-Traded Fund in this month is low with a Risk Score in progression of 2 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND Exchange-Traded Fund, which measures US bond market, dropped 2.70% in April. The evolution of the performance of this Exchange-Traded Fund over 1 year is -5.41%. The trend in May is weakly positive with a Trend Score unchanged of 1 out of 10. The degree of risk of this Exchange-Traded Fund in May is low with a Risk Score in rise of 3 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which measures US high yield bonds, fell 1.86% last month. The 1 year trailing return of this ETF is 1.09%. The trend in May is lightly positive with a Trend Score in regression of 1 out of 10. The degree of risk of this ETF in May is low with a Risk Score unchanged of 1 out of 10. This ETF is invested in the portfolio US Balanced in May.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which replicates the Japanese stock market, falls sharply by 5.72% in April. The evolution of the performance of this ETF over 1 year is 15.52%. The trend in May is weakly positive with a Trend Score in regression of 1 out of 10. The degree of risk of this ETF in May is medium with a Risk Score in growth of 4 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative this month.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which monitors the U.S. long-term treasury market, collapses distinctly by 6.76% in April. The evolution of the performance of this ETF over 1 year is -16.98%. The trend in this month is bearish. The degree of risk of this ETF in this month is medium with a Risk Score in expansion of 4 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which replicates REITs and other real estate-related investments, falls sharply by 7.94% last month. The 1 year trailing return of this ETF is -4.82%. The trend in May is negative. The degree of risk of this ETF in May is medium with a Risk Score in growth of 5 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which monitors intermediate-term U.S. Treasury bonds, falls back promptly by 3.41% last month. The 1 year trailing return of this ETF is -8.08%. The trend in this month is bearish. The level of risk of this ETF in May is low with a Risk Score in growth of 3 out of 10.
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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.