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 November 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 dropped 0.71% in October. 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 November is bullish with a Trend Score in expansion of 6 out of 10. The degree of risk of the strategy for November is low with a Risk Score in regression of 3 out of 10.
The 1-year performance of this portfolio is 20%. Since opening the portfolio at eToro in November 2019, the strategy has performed 134.55%, in comparison, the benchmark asset (S&P 500) has advanced 102.47%. 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 23.92% 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: -19.96%
S&P 500: -23.92%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced dropped 1.34% in October. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for November is weakly bullish. The ETF selected in the bond part for this month is JNK. The asset allocation is as follows: QQQ (70%) and JNK (30%). The portfolio trend for November is positive with a Trend Score steady of 5 out of 10. The level of risk of the strategy for November is low with a Risk Score in decline of 2 out of 10.
The 1-year change of this portfolio is 16.38%.
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 retreated 1.47% in October. 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 (37%), IEF (23%), GLD (7%), SPY (7%), EEM (7%), VNQ (7%) and IWM (7%). The portfolio trend for November is positive with a Trend Score steady of 4 out of 10. The degree of risk of the strategy for November is low with a Risk Score in decline of 3 out of 10.
The 1-year trailing return of this portfolio is 14.15%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable retreated 1.82% in October. The overall market trend for November is positive. By analyzing a diverse multi-market composed of 12 Trackers (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 10 assets show a positive evolution. Our model allocates 66% to Risk-On assets and 33% to Risk-Off assets. The portfolio contains the following 7 Trackers: IEF (34%), GLD (11%), SPY (11%), EEM (11%), VNQ (11%), QQQ (11%) and IWM (11%). The portfolio trend for November is positive with a Trend Score in decline of 4 out of 10. The degree of risk of the strategy for November is medium with a Risk Score stable of 4 out of 10.
The 1-year change of this portfolio is 12.38%.
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 price of gold, holds out its strong increase of 4.30% in October. The 1 year trailing return of this ETF is 37.50%. The trend in November is strongly positive with a Trend Score constant of 8 out of 10. The level of risk of this ETF in November 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 November.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which tracks 500 largest US companies, fell 0.89% in October. The evolution of the performance of this ETF over 1 year is 35.89%. The trend in November is bullish with a Trend Score in growth of 6 out of 10. The level of risk of this ETF in November is low with a Risk Score in decline of 3 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative in November.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which measures the US tech sector, dropped 0.86% in October. The performance over a period of 1 year of this ETF is 38%. The trend in November is bullish with a Trend Score in rise of 6 out of 10. The level of risk of this ETF in this month is low with a Risk Score in regression of 3 out of 10. This ETF is invested in the portfolios US Growth, Global Stable, Global Conservative and US Balanced in November.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF from iShares, which measures a diversified exposure to emerging markets, falls sharply by 3.07% in October. The performance over a period of 1 year of this ETF is 22.22%. The trend in November is bullish with a Trend Score in expansion of 5 out of 10. The level of risk of this ETF in November is medium with a Risk Score in regression of 4 out of 10. This equity is invested in the portfolios Global Stable and Global Conservative this month.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which measures a broad exposure to U.S. equity REITs, falls back promptly by 3.36% in October. The 1 year trailing return of this ETF is 30.56%. The trend in November is bullish with a Trend Score in decline of 4 out of 10. The level of risk of this ETF in November is low with a Risk Score constant of 3 out of 10. This equity is invested in the strategies Global Stable and Global Conservative in November.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which tracks small public U.S. companies, fell 1.42% in October. The performance over a period of 1 year of this equity is 32.32%. The trend in November is positive with a Trend Score in regression of 4 out of 10. The level of risk of this equity in November is low with a Risk Score in regression of 3 out of 10. This equity is invested in the strategies Global Stable and Global Conservative in November.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY ETF, which tracks the S&P MidCap 400 Index, receded 0.71% in October. The 1 year trailing return of this ETF is 30.79%. The trend in this month is positive with a Trend Score steady of 4 out of 10. The degree of risk of this ETF in November 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 tracks the Bloomberg Barclays US High Yield index, receded 1.52% in October. The 1 year trailing return of this Exchange-Traded Fund is 9.09%. The trend in this month is weakly bullish with a Trend Score in regression of 3 out of 10. The degree of risk of this Exchange-Traded Fund in this month is low with a Risk Score steady of 1 out of 10. This Exchange-Traded Fund is invested in the strategy US Balanced in November.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF, which mimics markets in Europe, Australia and the Far East, collapses distinctly by 5.27% in October. The 1 year trailing return of this Exchange-Traded Fund is 19.70%. The trend in November is lightly bullish with a Trend Score constant of 3 out of 10. The degree of risk of this Exchange-Traded Fund in November is low with a Risk Score in regression of 3 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK Exchange-Traded Fund from Vanguard, which tracks an all-cap index of European securities, decreases sharply by 5.51% in October. The 1 year trailing return of this equity is 19.64%. The trend in November is lightly bullish with a Trend Score in decline of 2 out of 10. The degree of risk of this equity in November is low with a Risk Score stable of 3 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which tracks an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years, falls back promptly by 3.67% in October. The performance over a period of 1 year of this ETF is 5.62%. The trend in November is lightly positive with a Trend Score in regression of 1 out of 10. The level of risk of this ETF in November is medium with a Risk Score in progression of 4 out of 10. This equity is invested in the strategies Global Stable and Global Conservative in November.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which monitors investment grade, US dollar-denominated bond market debt securities, fell 2.74% in October. The evolution of the performance of this ETF over 1 year is 7.35%. The trend in November is weakly bullish with a Trend Score in decline of 1 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in rise of 4 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF, which monitors a broad range of U.S. investment grade corporate bonds, falls back promptly by 3.53% in October. The 1 year trailing return of this equity is 9.09%. The trend in November is weakly positive with a Trend Score in regression of 1 out of 10. The degree of risk of this equity in November is low with a Risk Score in progression of 3 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which mimics the long-term sector of the U.S. Treasury market, collapses distinctly by 5.76% in October. The evolution of the performance of this equity over 1 year is 10.84%. The trend in November is bearish. The degree of risk of this equity in November is medium with a Risk Score in expansion of 4 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF, which follows the Japan Equities index, falls sharply by 4.85% in October. The 1 year trailing return of this ETF is 17.24%. The trend in November is bearish. The level of risk of this ETF in this month is medium with a Risk Score in rise of 4 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.