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 June 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 |
|---|---|---|
| US stock market |
|
|
| US bond market |
|
|
| US Treasuries |
|
|
| US Real Estate |
|
|
| Europe Equities |
|
|
| Japan Equities |
|
|
| Emerging Market Equities |
|
|
| Gold |
|
Portfolios
US Growth Portfolio
T
he portfolio US Growth rebounds sharply by 4.48% in May. 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 SPY (100%). The portfolio trend for June is positive with a Trend Score in rise of 4 out of 10. The level of risk of the strategy for June is medium with a Risk Score stable of 4 out of 10.
The 1-year performance of this strategy is 18.49%. Since opening the portfolio at eToro in November 2019, the strategy has performed 124.85%, in comparison, the benchmark asset (S&P 500) has advanced 86.49%. 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 rebounds promptly by 3.59% in May. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for June is bullish. The 2 Trackers of the bond part for this month are JNK and LQD. The portfolio contains the following 3 Trackers: SPY (70%), JNK (15%) and LQD (15%). The portfolio trend for June is lightly positive with a Trend Score in progression of 3 out of 10. The level of risk of the strategy for June is low with a Risk Score unchanged of 3 out of 10.
The 1-year change of this strategy is 9.08%.
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 rebounds sharply by 3.13% last month. 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 Trackers: SPY (39%), IEF (15%), GLD (9%), QQQ (9%), VGK (9%), EFA (9%) and EWJ (9%). The portfolio trend for June is lightly positive with a Trend Score in rise of 3 out of 10. The degree of risk of the strategy for June is low with a Risk Score stable of 3 out of 10.
The 1-year performance of this portfolio is 7.16%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable shifted upwards 2.85% in May. The overall market trend for June 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 securities show a positive evolution. Our model allocates 83% to Risk-On assets and 16% to Risk-Off assets. The portfolio contains the following 7 ETFs: IEF (22%), GLD (13%), QQQ (13%), SPY (13%), VGK (13%), EFA (13%) and EWJ (13%). The portfolio trend for June is lightly positive with a Trend Score in progression of 3 out of 10. The degree of risk of the strategy for June is low with a Risk Score in rise of 3 out of 10.
The 1-year trailing return of this strategy is 5.25%.
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 replicates the performance of gold, continued to gain ground by 1.62% in May. The performance over a period of 1 year of this ETF is 18.13%. The trend in June is bullish with a Trend Score in regression of 6 out of 10. The degree of risk of this ETF in this month is low with a Risk Score constant of 3 out of 10. This ETF is present in the strategies Global Stable and Global Conservative in June.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which follows 100 largest US companies in the non-financial sector, rises sharply by 6.15% in May. The 1 year trailing return of this ETF is 29.68%. The trend in June is positive with a Trend Score in progression of 4 out of 10. The level of risk of this ETF in June is medium with a Risk Score steady of 4 out of 10. This ETF is invested in the strategies Global Stable and Global Conservative in June.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which measures a basket of large-cap U.S. stocks, rebounds promptly by 5.06% in May. The evolution of the performance of this equity over 1 year is 26.38%. The trend in June is bullish with a Trend Score in growth of 4 out of 10. The level of risk of this equity in June is medium with a Risk Score unchanged of 4 out of 10. This ETF is invested in the strategies US Growth, Global Stable, Global Conservative and US Balanced this month.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK Exchange-Traded Fund, which replicates an all-cap index of European securities, rebounds sharply by 6.45% last month. The evolution of the performance of this equity over 1 year is 15%. The trend in June is bullish with a Trend Score in progression of 4 out of 10. The level of risk of this equity in this month is medium with a Risk Score in progression of 4 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative in June.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY Exchange-Traded Fund from SPDR, which tracks mid-cap U.S. stocks, rebounds sharply by 4.48% in May. The evolution of the performance of this ETF over 1 year is 24.09%. The trend in June is lightly positive with a Trend Score steady of 3 out of 10. The degree of risk of this ETF in June is low with a Risk Score in decline of 3 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF, which follows a diversified exposure to emerging markets, bounced back 1.95% in May. The performance over a period of 1 year of this equity is 7.89%. The trend in June is weakly positive with a Trend Score constant of 3 out of 10. The degree of risk of this equity in June is medium with a Risk Score constant of 4 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF, which mimics an index composed of companies from Europe, Australia and the Far East, rebounds sharply by 5.06% in May. The 1 year trailing return of this ETF is 15.71%. The trend in June is weakly bullish with a Trend Score in progression of 3 out of 10. The level of risk of this ETF in June is medium with a Risk Score constant of 4 out of 10. This ETF is invested in the strategies Global Stable and Global Conservative in June.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF from Vanguard, which replicates stocks issued by real estate investment trusts (REITs), rebounds promptly by 4.56% in May. The 1 year trailing return of this ETF is 3.75%. The trend in June is weakly positive with a Trend Score in expansion of 2 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in regression of 4 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which mimics small public U.S. companies, rebounds sharply by 5.04% in May. The performance over a period of 1 year of this ETF is 18.50%. The trend in June is weakly bullish with a Trend Score stable of 2 out of 10. The level of risk of this ETF in June is low with a Risk Score in decline of 3 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF from iShares, which follows the MSCI Japan Index, bounced back 2.53% in May. The 1 year trailing return of this ETF is 15.25%. The trend in this month is weakly bullish with a Trend Score unchanged of 1 out of 10. The level of risk of this ETF in June is low with a Risk Score in regression of 2 out of 10. This equity is invested in the strategies Global Stable and Global Conservative in June.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which monitors the ICE U.S. Treasury 7-10 Year Bond Index, shifted upwards 1.50% in May. The performance over a period of 1 year of this ETF is -6.12%. The trend in June is weakly positive with a Trend Score in expansion of 1 out of 10. The degree of risk of this ETF in June is low with a Risk Score in regression of 1 out of 10. This Exchange-Traded Fund is present in the strategies Global Stable and Global Conservative this month.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND Exchange-Traded Fund, which tracks a wide variety of US government and US corporate bonds, shifted upwards 1.37% in May. The 1 year trailing return of this ETF is -2.74%. The trend in June is weakly positive with a Trend Score steady of 1 out of 10. The level of risk of this ETF in June is low with a Risk Score in decline of 2 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF, which tracks a broad range of U.S. investment grade corporate bonds, bounced back 1.81% in May. The evolution of the performance of this ETF over 1 year is -0.93%. The trend in this month 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 in decline of 1 out of 10. This ETF is invested in the portfolio US Balanced in June.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which monitors US "junk" bonds, bounced back 0.98% in May. The 1 year trailing return of this ETF is 4.44%. The trend in June is lightly positive with a Trend Score steady of 1 out of 10. The degree of risk of this ETF in June is low with a Risk Score steady of 1 out of 10. This ETF is present in the strategy US Balanced in June.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which follows long-Term US Treasuries, bounced back 2.53% in May. The evolution of the performance of this Exchange-Traded Fund over 1 year is -11.76%. The trend in June is negative. The level of risk of this Exchange-Traded Fund in June is low with a Risk Score in regression of 2 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.