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 July 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 continues its strong increase of 3.52% last month. 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 ETF selected in the portfolio for this month is QQQ (100%). The portfolio trend for this month is bullish with a Trend Score in rise of 6 out of 10. The level of risk of the strategy for July is medium with a Risk Score steady of 4 out of 10.
The 1-year change of this strategy is 15.38%. Since opening the portfolio at eToro in November 2019, the strategy has performed 132.73%, in comparison, the benchmark asset (S&P 500) has advanced 92.95%. The strategy has suffered a maximum loss of 19.94% 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.
Since inception at eToro
Max drawdown
Since inception at eToro
Portfolio: -19.94%
S&P 500: -23.88%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced continued to grow by 2.61% in June. 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 positive. The 2 ETFs of the bond part for this month are JNK and BND. The 3 ETFs of the portfolio for this month are QQQ (70%), JNK (15%) and BND (15%). The portfolio trend for this month is positive with a Trend Score in expansion of 5 out of 10. The level of risk of the strategy for July is low with a Risk Score steady of 3 out of 10.
The 1-year change of this strategy is 7.12%.
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 continued to grow by 1.64% in June. 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 6 ETFs of the portfolio for this month are QQQ (41%), SPY (11%), GLD (11%), VGK (11%), EFA (11%) and IWM (11%). The portfolio trend for July is bullish with a Trend Score in rise of 4 out of 10. The degree of risk of the strategy for July is low with a Risk Score unchanged of 3 out of 10.
The 1-year trailing return of this portfolio is 6.61%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable continued to gain ground by 0.83% in June. The overall market trend for July is measurably bullish. By analyzing a diverse multi-market composed of 12 Trackers (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 12 assets show a positive evolution. Our model allocates 100% to Risk-On assets and 0% to Risk-Off assets. The 6 Trackers of the portfolio for this month are QQQ (16%), SPY (16%), GLD (16%), VGK (16%), EFA (16%) and IWM (16%). The portfolio trend for July is weakly bullish with a Trend Score unchanged of 3 out of 10. The level of risk of the strategy for this month is low with a Risk Score constant of 3 out of 10.
The 1-year trailing return of this strategy is 4.89%.
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
QQQ Invesco QQQ
- Nasdaq 100
The QQQ Exchange-Traded Fund from Invesco, which replicates 100 largest US companies in the non-financial sector, continues its strong increase of 6.30% last month. The 1 year trailing return of this equity is 29.81%. The trend in this month is positive with a Trend Score in rise of 6 out of 10. The degree of risk of this equity in July is medium with a Risk Score constant of 4 out of 10. This ETF is present in the strategies US Growth, Global Stable, Global Conservative and US Balanced in July.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which measures the S&P 500, continues its strong increase of 3.20% last month. The performance over a period of 1 year of this ETF is 22.80%. The trend in this month is bullish with a Trend Score unchanged of 4 out of 10. The degree of risk of this ETF in July is low with a Risk Score in regression of 3 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative this month.
GLD SPDR Gold
- Gold
The GLD ETF from SPDR, which replicates the performance of gold, decreased 0.13% in June. The evolution of the performance of this ETF over 1 year is 20.79%. The trend in this month is weakly bullish with a Trend Score in decline of 3 out of 10. The level of risk of this ETF in July is low with a Risk Score in decline of 2 out of 10. This equity is invested in the portfolios Global Stable and Global Conservative this month.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF from iShares, which measures an index composed of companies from emerging markets, continued to gain ground by 1.91% in June. The 1 year trailing return of this ETF is 7.69%. The trend in July is weakly positive with a Trend Score unchanged of 3 out of 10. The level of risk of this ETF in July is low with a Risk Score in decline of 3 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY ETF, which measures the S&P MidCap 400 Index, receded 2.03% in June. The evolution of the performance of this equity over 1 year is 11.92%. The trend in July is weakly positive with a Trend Score in decline of 2 out of 10. The level of risk of this equity in July is low with a Risk Score steady of 3 out of 10.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF from iShares, which measures an index composed of small-capitalization U.S. equities, decreased 1.40% in June. The performance over a period of 1 year of this Exchange-Traded Fund is 8.02%. The trend in July is weakly positive with a Trend Score unchanged of 2 out of 10. The degree of risk of this Exchange-Traded Fund in July 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 July.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND Exchange-Traded Fund, which mimics the United States' fixed income markets, continued to grow by 0.57% in June. The 1 year trailing return of this equity is 0%. The trend in July is weakly positive with a Trend Score in rise of 2 out of 10. The degree of risk of this equity in July is low with a Risk Score unchanged of 2 out of 10. This ETF is present in the strategy US Balanced in July.
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, continued to grow by 0.92% in June. The performance over a period of 1 year of this ETF is -3.13%. The trend in July is weakly bullish with a Trend Score in progression of 2 out of 10. The level of risk of this ETF in July is low with a Risk Score in progression of 2 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ Exchange-Traded Fund from Vanguard, which measures the MSCI US Investable Market Real Estate 25/50 Index, continued to grow by 0.62% in June. The evolution of the performance of this ETF over 1 year is 0%. The trend in July is weakly bullish with a Trend Score stable of 2 out of 10. The degree of risk of this ETF in July is low with a Risk Score in decline of 3 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which monitors US high yield bonds, receded 0.08% in June. The 1 year trailing return of this ETF is 2.17%. The trend in this month is lightly bullish with a Trend Score in growth of 2 out of 10. The level of risk of this ETF in July is low with a Risk Score stable of 1 out of 10. This ETF is present in the portfolio US Balanced in July.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which monitors the FTSE Europe All Cap Index, decreases sharply by 4.41% in June. The performance over a period of 1 year of this ETF is 8.20%. The trend in this month is weakly positive with a Trend Score in regression of 2 out of 10. The level of risk of this ETF in July is medium with a Risk Score stable of 4 out of 10. This ETF is invested in the strategies Global Stable and Global Conservative in July.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which mimics the Japanese stock market, fell 1.06% in June. The 1 year trailing return of this equity is 11.48%. The trend in July is weakly positive with a Trend Score steady of 1 out of 10. The level of risk of this equity in July is low with a Risk Score in expansion of 3 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT Exchange-Traded Fund, which follows the U.S. long-term treasury market, continued to gain ground by 1.47% in June. The 1 year trailing return of this ETF is -10.78%. The trend in July is weakly positive with a Trend Score in growth of 1 out of 10. The degree of risk of this ETF in this month is low with a Risk Score in growth of 3 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF, which mimics a basket of U.S. corporate bonds, continued to grow by 0.22% in June. The performance over a period of 1 year of this Exchange-Traded Fund is -0.93%. The trend in July is weakly bullish with a Trend Score steady of 1 out of 10. The level of risk of this Exchange-Traded Fund in July is low with a Risk Score steady of 1 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF from iShares, which replicates a broad range of companies in Europe, Australia and the Far East, falls back promptly by 3.51% in June. The 1 year trailing return of this equity is 8.33%. The trend in July is lightly bullish with a Trend Score in decline of 1 out of 10. The level of risk of this equity in July is medium with a Risk Score constant of 4 out of 10. This ETF is present in the portfolios Global Stable and Global Conservative in July.
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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.