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 October 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 continued to gain ground by 2.10% 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 MDY (100%). The portfolio trend for October is bullish with a Trend Score in decline of 4 out of 10. The degree of risk of the strategy for October is medium with a Risk Score in decline of 4 out of 10.
The 1-year change of this strategy is 20.81%. Since opening the portfolio at eToro in November 2019, the strategy has performed 136.22%, in comparison, the benchmark asset (S&P 500) has advanced 104.30%. 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 23.92% 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: -23.92%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced continued to gain ground by 1.96% in September. 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 bond part contains the following 2 Trackers: LQD and BND. The asset allocation is as follows: MDY (70%), LQD (15%) and BND (15%). The portfolio trend for this month is positive with a Trend Score stable of 5 out of 10. The degree of risk of the strategy for October is low with a Risk Score in regression of 3 out of 10.
The 1-year trailing return of this portfolio is 12.79%.
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 2.17% in September. 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: MDY (30%), GLD (11%), SPY (11%), QQQ (11%), VNQ (11%), VGK (11%) and EFA (11%). The portfolio trend for October is bullish with a Trend Score in decline of 4 out of 10. The degree of risk of the strategy for October is medium with a Risk Score in regression of 4 out of 10.
The 1-year change of this portfolio is 13.97%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable continued to grow by 2.20% in September. The overall market trend for this month is measurably bullish. 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%), VNQ (16%), VGK (16%) and EFA (16%). The portfolio trend for this month is positive with a Trend Score steady of 5 out of 10. The degree of risk of the strategy for October is medium with a Risk Score in decline of 4 out of 10.
The 1-year trailing return of this strategy is 14.46%.
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 monitors the performance of the price of gold bullion, holds out its strong increase of 5.09% in September. The 1 year trailing return of this ETF is 42.11%. The trend in October is strongly positive with a Trend Score in progression of 8 out of 10. The degree of risk of this ETF in October is medium with a Risk Score in progression of 5 out of 10. This ETF is present in the portfolios Global Stable and Global Conservative in October.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ Exchange-Traded Fund, which measures the MSCI US Investable Market Real Estate 25/50 Index, continued to grow by 2.41% in September. The evolution of the performance of this ETF over 1 year is 29.33%. The trend in October is measurably bullish with a Trend Score unchanged of 8 out of 10. The degree of risk of this ETF in October is low with a Risk Score in decline of 3 out of 10. This ETF is present in the portfolios Global Stable and Global Conservative in October.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which follows an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years, continued to grow by 1.08% in September. The performance over a period of 1 year of this ETF is 7.69%. The trend in October is strongly positive with a Trend Score steady of 7 out of 10. The level of risk of this ETF in October is low with a Risk Score steady of 1 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which replicates the Vanguard Total Bond Market index, continued to gain ground by 1.01% in September. The 1 year trailing return of this ETF is 8.70%. The trend in October is measurably bullish with a Trend Score constant of 7 out of 10. The level of risk of this ETF in October is low with a Risk Score in decline of 1 out of 10. This equity is invested in the strategy US Balanced in October.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF, which measures a broad range of U.S. investment grade corporate bonds, continued to grow by 1.59% in September. The performance over a period of 1 year of this ETF is 9.80%. The trend in October is strongly positive with a Trend Score in rise of 7 out of 10. The degree of risk of this ETF in October is low with a Risk Score in decline of 1 out of 10. This ETF is present in the portfolio US Balanced in October.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF from iShares, which monitors an index composed of small-capitalization U.S. equities, shifted upwards 0.37% in September. The evolution of the performance of this ETF over 1 year is 25%. The trend in October is positive with a Trend Score in growth of 6 out of 10. The level of risk of this ETF in October is medium with a Risk Score in regression of 4 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT Exchange-Traded Fund from iShares, which mimics the long-term sector of the U.S. Treasury market, continued to gain ground by 1.67% in September. The 1 year trailing return of this equity is 11.36%. The trend in October is bullish with a Trend Score in expansion of 5 out of 10. The level of risk of this equity in October is low with a Risk Score stable of 2 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which mimics the US large-cap space, continued to gain ground by 1.79% in September. The performance over a period of 1 year of this equity is 34.19%. The trend in this month is bullish with a Trend Score in decline of 4 out of 10. The degree of risk of this equity in this month is medium with a Risk Score in decline of 4 out of 10. This equity is present in the strategies Global Stable and Global Conservative this month.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF from SPDR, which tracks US high yield bonds, continued to grow by 1% last month. The evolution of the performance of this ETF over 1 year is 7.78%. The trend in October is positive with a Trend Score in expansion of 4 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.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY Exchange-Traded Fund, which replicates 400 mid-cap companies in the U.S., bounced back 0.77% in September. The 1 year trailing return of this equity is 24.78%. The trend in October is positive with a Trend Score unchanged of 4 out of 10. The degree of risk of this equity in October is medium with a Risk Score unchanged of 4 out of 10. This equity is invested in the portfolios US Growth, Global Conservative and US Balanced in October.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF from Invesco, which tracks big US technology-related companies, continued to grow by 2.48% last month. The performance over a period of 1 year of this equity is 36.31%. The trend in this month is weakly positive with a Trend Score in decline of 3 out of 10. The level of risk of this equity in this month is medium with a Risk Score in decline of 4 out of 10. This ETF is present in the strategies Global Stable and Global Conservative in October.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ Exchange-Traded Fund, which measures the Japanese stock market, decreased 0.60% last month. The evolution of the performance of this Exchange-Traded Fund over 1 year is 18.33%. The trend in October is lightly positive with a Trend Score stable of 3 out of 10. The degree of risk of this Exchange-Traded Fund in October is low with a Risk Score in decline of 3 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which replicates the major markets of Europe, continued to gain ground by 0.24% in September. The performance over a period of 1 year of this ETF is 24.56%. The trend in October is weakly bullish with a Trend Score in growth of 3 out of 10. The level of risk of this ETF in October is low with a Risk Score in regression of 3 out of 10. This ETF is present in the strategies Global Stable and Global Conservative this month.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF from iShares, which tracks an index composed of companies from Europe, Australia and the Far East, continued to grow by 0.78% last month. The evolution of the performance of this ETF over 1 year is 22.06%. The trend in October is lightly positive with a Trend Score stable of 3 out of 10. The level of risk of this ETF in October is medium with a Risk Score in regression of 4 out of 10. This ETF is invested in the strategies Global Stable and Global Conservative in October.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF, which measures a broad range of emerging market companies, continues its strong rise of 5.74% last month. The evolution of the performance of this ETF over 1 year is 21.62%. The trend in October is lightly positive with a Trend Score unchanged of 3 out of 10. The degree of risk of this ETF in October is high with a Risk Score in expansion of 7 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.