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 August 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 fell 1.68% 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 asset allocation remains the same this month. The ETF selected in the portfolio for this month is QQQ (100%). The portfolio trend for August is measurably bullish with a Trend Score in progression of 7 out of 10. The degree of risk of the strategy for August is medium with a Risk Score in progression of 5 out of 10.
The 1-year trailing return of this portfolio is 9.24%. Since opening the portfolio at eToro in November 2019, the strategy has performed 128.81%, in comparison, the benchmark asset (S&P 500) has advanced 95.29%. The strategy has suffered a maximum loss of 19.96% 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: -19.96%
S&P 500: -23.88%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced dropped 0.49% in July. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for August is positive. The bond part contains the following 2 Exchange Traded Funds: LQD and BND. The portfolio contains the following 3 Exchange Traded Funds: QQQ (70%), LQD (15%) and BND (15%). The portfolio trend for August is measurably bullish with a Trend Score in progression of 7 out of 10. The degree of risk of the strategy for August is medium with a Risk Score in rise of 4 out of 10.
The 1-year performance of this portfolio is 3.42%.
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 gain ground by 1.70% in July. 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 (41%), SPY (11%), IWM (11%), VNQ (11%), VGK (11%) and EFA (11%). The portfolio trend for this month is positive with a Trend Score in growth of 6 out of 10. The degree of risk of the strategy for this month is medium with a Risk Score in progression of 4 out of 10.
The 1-year performance of this portfolio is 5.22%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable holds out its strong increase of 3.23% in July. The overall market trend for August 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 12 securities show a positive evolution. Our model allocates 100% to Risk-On assets and 0% to Risk-Off assets. The portfolio contains the following 6 ETFs: QQQ (16%), SPY (16%), IWM (16%), VNQ (16%), VGK (16%) and EFA (16%). The portfolio trend for August is positive with a Trend Score in progression of 5 out of 10. The level of risk of the strategy for August is medium with a Risk Score in progression of 4 out of 10.
The 1-year change of this strategy is 5.39%.
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
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which replicates intermediate-term bonds being traded in the United States, continued to grow by 2.04% last month. The performance over a period of 1 year of this ETF is 1.39%. The trend in this month is measurably bullish with a Trend Score in expansion of 7 out of 10. The level of risk of this ETF in August is low with a Risk Score in expansion of 3 out of 10. This ETF is invested in the strategy US Balanced in August.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which monitors the Nasdaq-100 Index, fell 1.68% in July. The evolution of the performance of this ETF over 1 year is 22.98%. The trend in this month is strongly positive with a Trend Score in progression of 7 out of 10. The level of risk of this ETF in August is medium with a Risk Score in progression of 5 out of 10. This equity is present in the strategies US Growth, Global Stable, Global Conservative and US Balanced in August.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which mimics the MSCI US Investable Market Real Estate 25/50 Index, continues its strong increase of 7.94% in July. The evolution of the performance of this ETF over 1 year is 5.88%. The trend in August is measurably bullish with a Trend Score in expansion of 7 out of 10. The degree of risk of this ETF in August is medium with a Risk Score in expansion of 6 out of 10. This Exchange-Traded Fund is invested in the strategies Global Stable and Global Conservative in August.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD Exchange-Traded Fund, which replicates an index composed of U.S. corporate bonds, continued to grow by 2.28% in July. The evolution of the performance of this ETF over 1 year is 1.87%. The trend in this month is positive with a Trend Score in rise of 6 out of 10. The degree of risk of this ETF in August is low with a Risk Score in rise of 2 out of 10. This equity is present in the portfolio US Balanced in August.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which mimics an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years, continued to gain ground by 2.58% in July. The 1 year trailing return of this equity is 1.05%. The trend in August is positive with a Trend Score in growth of 6 out of 10. The level of risk of this equity in August is low with a Risk Score steady of 2 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which tracks 500 largest US companies, continued to grow by 1.21% in July. The performance over a period of 1 year of this ETF is 20.35%. The trend in August is bullish with a Trend Score in progression of 6 out of 10. The level of risk of this ETF in August is low with a Risk Score unchanged of 3 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative in August.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF from iShares, which measures the Russell 2000 Index, rebounds promptly by 10.34% last month. The performance over a period of 1 year of this ETF is 12.63%. The trend in this month is positive with a Trend Score in growth of 6 out of 10. The level of risk of this ETF in August is high with a Risk Score in growth of 7 out of 10. This equity is invested in the portfolios Global Stable and Global Conservative in August.
GLD SPDR Gold
- Gold
The GLD ETF, which mimics the performance of gold in the commodities market, rebounds sharply by 5.37% last month. The 1 year trailing return of this ETF is 24.18%. The trend in this month is bullish with a Trend Score in growth of 5 out of 10. The level of risk of this ETF in August is low with a Risk Score in growth of 3 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF from iShares, which tracks long-dated US Treasuries, holds out its strong increase of 3.30% in July. The performance over a period of 1 year of this ETF is -6%. The trend in August is positive with a Trend Score in growth of 5 out of 10. The degree of risk of this ETF in August is low with a Risk Score steady of 3 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY ETF from SPDR, which measures mid-cap U.S. stocks, rises sharply by 5.80% in July. The performance over a period of 1 year of this ETF is 13.65%. The trend in August is bullish with a Trend Score in growth of 4 out of 10. The degree of risk of this ETF in August is medium with a Risk Score in growth of 5 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK Exchange-Traded Fund, which measures the Bloomberg Barclays US High Yield index, bounced back 1.67% in July. The performance over a period of 1 year of this ETF is 3.26%. The trend in August is lightly positive with a Trend Score in growth of 3 out of 10. The level of risk of this ETF in this month is low with a Risk Score unchanged of 1 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which measures the Japanese market, rebounds sharply by 4% last month. The evolution of the performance of this Exchange-Traded Fund over 1 year is 11.11%. The trend in this month is weakly bullish with a Trend Score in progression of 3 out of 10. The degree of risk of this Exchange-Traded Fund in August is low with a Risk Score stable of 3 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF, which tracks markets in Europe, Australia and the Far East, shifted upwards 2.59% in July. The 1 year trailing return of this ETF is 8.11%. The trend in August is lightly bullish with a Trend Score in growth of 3 out of 10. The degree of risk of this ETF in this month is low with a Risk Score in decline of 3 out of 10. This ETF is invested in the strategies Global Stable and Global Conservative in August.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which tracks the major markets of Europe, shifted upwards 2.53% in July. The performance over a period of 1 year of this ETF is 7.94%. The trend in August is lightly positive with a Trend Score in expansion of 3 out of 10. The level of risk of this ETF in August is low with a Risk Score in regression of 3 out of 10. This equity is present in the portfolios Global Stable and Global Conservative in August.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF from iShares, which follows a broad range of emerging market companies, continued to grow by 0.85% in July. The performance over a period of 1 year of this ETF is 2.44%. The trend in August is lightly positive with a Trend Score in regression of 2 out of 10. The level of risk of this ETF in August is medium with a Risk Score in progression of 4 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.