Stock Market Outlook

T he portfolio US Growth rebounds promptly by 5.35% in November. 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 December is measurably bullish with a Trend Score in expansion of 8 out of 10. The degree of risk of the strategy for December is medium with a Risk Score in expansion of 5 out of 10.
The 1-year change of this strategy is 26.30%. Since opening the portfolio at eToro in November 2019, the strategy has performed 147.09%, in comparison, the benchmark asset (S&P 500) has advanced 114.55%. 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.

T he portfolio US Balanced rebounds promptly by 4.24% in November. 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 Trackers of the bond part for this month are JNK and LQD. The portfolio contains the following 3 Trackers: MDY (70%), JNK (15%) and LQD (15%). 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 growth of 4 out of 10.
The 1-year performance of this portfolio is 21.31%.

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

T he portfolio Global Conservative rebounds promptly by 3.26% in November. 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 2 Trackers: IEF (49%) and MDY (30%). The portfolio trend for December is lightly positive with a Trend Score in decline of 3 out of 10. The degree of risk of the strategy for December is low with a Risk Score in decline of 2 out of 10.
The 1-year performance of this portfolio is 17.87%.

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

T he portfolio Global Stable shifted upwards 2.56% in November. The overall market trend for December is lightly positive. By analyzing a diverse multi-market composed of 12 ETFs (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 8 securities show a positive evolution. Our model allocates 33% to Risk-On assets and 66% to Risk-Off assets. The 7 ETFs of the portfolio for this month are IEF (70%), GLD (5%), SPY (5%), IWM (5%), QQQ (5%), VNQ (5%) and EEM (5%). The portfolio trend for December is lightly positive with a Trend Score in decline of 2 out of 10. The degree of risk of the strategy for this month is low with a Risk Score in regression of 3 out of 10.
The 1-year trailing return of this strategy is 15.26%.

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.