September 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 September 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 - September 1, 2024

T he portfolio US Growth shifted upwards 1.10% in August. 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 SPY (100%). The portfolio trend for September is positive with a Trend Score in decline of 5 out of 10. The degree of risk of the strategy for September is medium with a Risk Score in expansion of 6 out of 10.
The 1-year performance of this strategy is 12.10%. Since opening the portfolio at eToro in November 2019, the strategy has performed 131.34%, in comparison, the benchmark asset (S&P 500) has advanced 99.84%. 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.

1.10%Performance August
131.34%Performance
Since inception at eToro
Trend Score 5
Risk Score 6
Asset Allocation
SPY100%

 Max drawdown

Since inception at eToro

Portfolio: -19.96%

S&P 500: -23.88%

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

US Balanced Portfolio

US Balanced - Trend score - September 1, 2024

T he portfolio US Balanced bounced back 1.27% in August. 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 bullish. The 2 ETFs of the bond part for this month are LQD and BND. The asset allocation is as follows: SPY (70%), LQD (15%) and BND (15%). The portfolio trend for this month is bullish with a Trend Score in decline of 5 out of 10. The degree of risk of the strategy for September is medium with a Risk Score in growth of 5 out of 10.
The 1-year trailing return of this strategy is 5.98%.

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

1.27%Performance August
Trend Score 5
Risk Score 5
Asset Allocation
SPY70% LQD15% BND15%

Global Conservative Portfolio

Global Conservative - Trend score - September 1, 2024

T he portfolio Global Conservative continued to gain ground by 1.83% 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 6 ETFs: SPY (41%), GLD (11%), QQQ (11%), IWM (11%), VNQ (11%) and VGK (11%). The portfolio trend for September is bullish with a Trend Score in regression of 5 out of 10. The level of risk of the strategy for September is medium with a Risk Score in expansion of 5 out of 10.
The 1-year trailing return of this portfolio is 9.75%.

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

1.83%Performance August
Trend Score 5
Risk Score 5
Asset Allocation
SPY41% GLD11% QQQ11% IWM11% VNQ11% VGK11% Cash4%

Global Stable Portfolio

Global Stable - Trend score - September 1, 2024

T he portfolio Global Stable continued to grow by 2.17% in August. The overall market trend for September 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: GLD (16%), SPY (16%), QQQ (16%), IWM (16%), VNQ (16%) and VGK (16%). The portfolio trend for September is bullish with a Trend Score stable of 5 out of 10. The level of risk of the strategy for September is medium with a Risk Score in expansion of 5 out of 10.
The 1-year change of this strategy is 10.76%.

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.

2.17%Performance August
Trend Score 5
Risk Score 5
Asset Allocation
GLD16% SPY16% QQQ16% IWM16% VNQ16% VGK16% Cash4%

ETF Trends

Trend Score 8
Risk Score 4
3 Months
ETF VNQ - Trend score - September 1, 2024

VNQ Vanguard Real Estate ETF

  • US Real Estate

The VNQ Exchange-Traded Fund, which follows stocks issued by real estate investment trusts (REITs), continues its strong increase of 5.22% in August. The 1 year trailing return of this equity is 15.85%. The trend in September is measurably bullish with a Trend Score in rise of 8 out of 10. The level of risk of this equity in September is medium with a Risk Score in regression of 4 out of 10. This ETF is present in the portfolios Global Stable and Global Conservative in September.

Trend Score 7
Risk Score 2
3 Months
ETF BND - Trend score - September 1, 2024

BND Vanguard Total Bond Market ETF

  • US Total Bond Market

The BND ETF, which monitors investment grade, US dollar-denominated bond market debt securities, continued to grow by 1.14% last month. The evolution of the performance of this ETF over 1 year is 4.23%. The trend in September is measurably bullish with a Trend Score stable of 7 out of 10. The degree of risk of this ETF in September is low with a Risk Score in regression of 2 out of 10. This Exchange-Traded Fund is present in the portfolio US Balanced in September.

Trend Score 7
Risk Score 1
3 Months
ETF IEF - Trend score - September 1, 2024

IEF iShares 7-10 Year Treasury Bond ETF

  • Intermediate-term US Treasuries

The IEF ETF, which mimics intermediate-term U.S. Treasury bonds, continued to grow by 1.04% in August. The evolution of the performance of this ETF over 1 year is 3.19%. The trend in September is measurably bullish with a Trend Score in growth of 7 out of 10. The level of risk of this ETF in this month is low with a Risk Score in regression of 1 out of 10.

Trend Score 5
Risk Score 2
3 Months
ETF LQD - Trend score - September 1, 2024

LQD iShares iBoxx $ Investment Grade Corporate Bond

  • US Corporate Bonds

The LQD ETF, which monitors a broad portfolio of U.S. corporate bonds, continued to gain ground by 1.51% in August. The evolution of the performance of this ETF over 1 year is 4.72%. The trend in September is positive with a Trend Score in decline of 5 out of 10. The level of risk of this ETF in this month is low with a Risk Score unchanged of 2 out of 10. This ETF is present in the portfolio US Balanced this month.

Trend Score 5
Risk Score 6
3 Months
ETF SPY - Trend score - September 1, 2024

SPY SPDR S&P 500 ETF

  • S&P 500

The SPY ETF from SPDR, which replicates the Standard & Poor's 500 Index, continued to gain ground by 2.34% last month. The 1 year trailing return of this ETF is 25.11%. The trend in September is bullish with a Trend Score in decline of 5 out of 10. The level of risk of this ETF in September is medium with a Risk Score in rise of 6 out of 10. This ETF is invested in the portfolios US Growth, Global Stable, Global Conservative and US Balanced in September.

Trend Score 5
Risk Score 4
3 Months
ETF GLD - Trend score - September 1, 2024

GLD SPDR Gold

  • Gold

The GLD ETF, which monitors the performance of the price of gold bullion, continued to grow by 2.09% in August. The 1 year trailing return of this equity is 28.33%. The trend in September is positive with a Trend Score constant of 5 out of 10. The level of risk of this equity in September is medium with a Risk Score in progression of 4 out of 10. This ETF is invested in the strategies Global Stable and Global Conservative this month.

Trend Score 5
Risk Score 5
3 Months
ETF IWM - Trend score - September 1, 2024

IWM iShares Russell 2000 ETF

  • US Small Cap Equities

The IWM ETF from iShares, which replicates an index composed of small-capitalization U.S. equities, decreased 1.69% in August. The evolution of the performance of this ETF over 1 year is 17.02%. The trend in this month is bullish with a Trend Score in decline of 5 out of 10. The level of risk of this ETF in September is medium with a Risk Score in decline of 5 out of 10. This equity is present in the portfolios Global Stable and Global Conservative this month.

Trend Score 4
Risk Score 2
3 Months
ETF TLT - Trend score - September 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, continued to gain ground by 1.77% in August. The evolution of the performance of this ETF over 1 year is 0%. The trend in September is bullish with a Trend Score in regression of 4 out of 10. The level of risk of this ETF in this month is low with a Risk Score in regression of 2 out of 10.

Trend Score 4
Risk Score 5
3 Months
ETF QQQ - Trend score - September 1, 2024

QQQ Invesco QQQ

  • Nasdaq 100

The QQQ Exchange-Traded Fund from Invesco, which replicates 100 largest US companies in the non-financial sector, shifted upwards 1.10% in August. The evolution of the performance of this ETF over 1 year is 26.26%. The trend in September is positive with a Trend Score in decline of 4 out of 10. The level of risk of this ETF in this month is medium with a Risk Score steady of 5 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative this month.

Trend Score 4
Risk Score 4
3 Months
ETF MDY - Trend score - September 1, 2024

MDY SPDR S&P Midcap 400

  • Midcap 400

The MDY ETF, which mimics 400 U.S. mid-cap stocks, fell 0.14% in August. The 1 year trailing return of this ETF is 16.98%. The trend in September is positive with a Trend Score constant of 4 out of 10. The level of risk of this ETF in September is medium with a Risk Score in regression of 4 out of 10.

Trend Score 3
Risk Score 7
3 Months
ETF EFA - Trend score - September 1, 2024

EFA iShares MSCI EAFE ETF

  • Europe, Australia and Far East Equities

The EFA Exchange-Traded Fund from iShares, which tracks a broad range of companies in Europe, Australia and the Far East, continues its strong rise of 3.26% in August. The evolution of the performance of this ETF over 1 year is 15.49%. The trend in September is weakly positive with a Trend Score steady of 3 out of 10. The level of risk of this ETF in September is high with a Risk Score in expansion of 7 out of 10.

Trend Score 3
Risk Score 2
3 Months
ETF JNK - Trend score - September 1, 2024

JNK SPDR Bloomberg High Yield Bond

  • High Yield Bonds

The JNK Exchange-Traded Fund, which monitors US high yield bonds, continued to gain ground by 1.02% last month. The evolution of the performance of this ETF over 1 year is 4.35%. The trend in September is weakly positive with a Trend Score unchanged of 3 out of 10. The level of risk of this ETF in September is low with a Risk Score in rise of 2 out of 10.

Trend Score 3
Risk Score 8
3 Months
ETF EWJ - Trend score - September 1, 2024

EWJ iShares MSCI JAPAN ETF

  • Japan Equities

The EWJ Exchange-Traded Fund from iShares, which mimics the Japanese stock market, continued to gain ground by 1.41% in August. The evolution of the performance of this ETF over 1 year is 16.39%. The trend in this month is weakly bullish with a Trend Score steady of 3 out of 10. The degree of risk of this ETF in September is high with a Risk Score in growth of 8 out of 10.

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

EEM iShares MSCI Emerging Markets ETF

  • Emerging Market Equities

The EEM ETF, which follows a diversified exposure to emerging markets, continued to gain ground by 0.98% in August. The evolution of the performance of this ETF over 1 year is 10.26%. The trend in September is weakly positive with a Trend Score in growth of 3 out of 10. The degree of risk of this ETF in September is medium with a Risk Score in growth of 5 out of 10.

Trend Score 2
Risk Score 6
3 Months
ETF VGK - Trend score - September 1, 2024

VGK Vanguard FTSE Europe ETF

  • Europe Equities

The VGK ETF from Vanguard, which replicates the FTSE Europe All Cap Index, continues its strong increase of 3.61% in August. The performance over a period of 1 year of this equity is 16.67%. The trend in this month is weakly bullish with a Trend Score in decline of 2 out of 10. The degree of risk of this equity in this month is medium with a Risk Score in progression of 6 out of 10. This equity is invested in the strategies Global Stable and Global Conservative in September.

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.