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 January 2025. 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 falls sharply by 7.17% 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 QQQ (100%). The portfolio trend for this month is positive with a Trend Score in regression of 5 out of 10. The level of risk of the strategy for January is low with a Risk Score in regression of 3 out of 10.
The 1-year performance of this strategy is 11.04%. Since opening the portfolio at eToro in November 2019, the strategy has performed 129.34%, in comparison, the benchmark asset (S&P 500) has advanced 109.25%. 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 23.90% 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: -23.90%
- eToro portfolio
US Balanced Portfolio
T
he portfolio US Balanced decreases sharply by 5.54% last month. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for January is bearish. The ETF selected in the bond part for this month is IEF. The portfolio contains the following 2 ETFs: QQQ (70%) and IEF (30%). The portfolio trend for January is bullish with a Trend Score in regression of 4 out of 10. The level of risk of the strategy for January is medium with a Risk Score unchanged of 4 out of 10.
The 1-year performance of this portfolio is 8.99%.
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 falls back promptly by 3.25% 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 asset allocation is as follows: IEF (70%) and QQQ (30%). The portfolio trend for January is weakly positive with a Trend Score in decline of 2 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 change of this strategy is 10.90%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable retreated 2.57% in December. The overall market trend for January is bearish. By analyzing a diverse multi-market composed of 12 Exchange Traded Funds (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 6 assets only show a positive evolution. Our model allocates 0% to Risk-On assets and 100% to Risk-Off assets. The ETF selected in the portfolio for this month is IEF (100%). The degree of risk of the strategy for this month is medium with a Risk Score in rise of 5 out of 10.
The 1-year performance of this strategy is 10.37%.
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
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which tracks the US tech sector, continued to grow by 0.29% in December. The performance over a period of 1 year of this ETF is 24.94%. The trend in January is bullish with a Trend Score in regression of 5 out of 10. The degree of risk of this ETF in January is low with a Risk Score constant of 3 out of 10. This equity is invested in the strategies US Growth, Global Conservative and US Balanced in January.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which monitors an index composed of small-capitalization U.S. equities, falls back promptly by 8.65% in December. The performance over a period of 1 year of this Exchange-Traded Fund is 10%. The trend in January is weakly bullish with a Trend Score in regression of 3 out of 10. The level of risk of this Exchange-Traded Fund in this month is medium with a Risk Score in progression of 6 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF from SPDR, which follows the S&P 500, retreated 2.73% last month. The performance over a period of 1 year of this Exchange-Traded Fund is 23.37%. The trend in January is weakly bullish with a Trend Score in regression of 3 out of 10. The level of risk of this Exchange-Traded Fund in January is low with a Risk Score in regression of 3 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which follows REITs and other real estate-related investments, falls sharply by 9.25% in December. The performance over a period of 1 year of this ETF is 1.14%. The trend in January is lightly positive with a Trend Score in decline of 2 out of 10. The level of risk of this ETF in January is medium with a Risk Score in expansion of 6 out of 10.
GLD SPDR Gold
- Gold
The GLD ETF, which follows the performance of the price of gold bullion, dropped 1.41% in December. The 1 year trailing return of this ETF is 26.70%. The trend in January is weakly bullish with a Trend Score in regression of 2 out of 10. The degree of risk of this ETF in January is low with a Risk Score in regression of 3 out of 10.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY Exchange-Traded Fund, which tracks mid-cap U.S. Equities, decreases sharply by 7.51% in December. The evolution of the performance of this ETF over 1 year is 12.23%. The trend in January is lightly bullish with a Trend Score in decline of 2 out of 10. The level of risk of this ETF in January is medium with a Risk Score constant of 5 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF from Vanguard, which replicates a wide variety of US government and US corporate bonds, receded 2.30% last month. The evolution of the performance of this ETF over 1 year is -2.74%. The trend in this month is lightly bullish with a Trend Score unchanged of 1 out of 10. The level of risk of this ETF in this month is medium with a Risk Score in growth of 4 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which measures US high-yield corporate bonds, fell 1.94% in December. The 1 year trailing return of this ETF is 1.06%. The trend in January is weakly bullish with a Trend Score in regression of 1 out of 10. The degree of risk of this ETF in January is low with a Risk Score in expansion of 2 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which measures long-term U.S. Treasury bonds, collapses distinctly by 7.07% last month. The 1 year trailing return of this equity is -11.22%. The trend in January is bearish. The level of risk of this equity in January is high with a Risk Score in expansion of 7 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM ETF, which mimics a broad range of emerging market companies, collapses distinctly by 3.33% last month. The 1 year trailing return of this ETF is 2.50%. The trend in January is negative. The degree of risk of this ETF in January is medium with a Risk Score unchanged of 4 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF from Vanguard, which tracks the FTSE Europe All Cap Index, falls sharply by 3.83% in December. The 1 year trailing return of this Exchange-Traded Fund is -1.56%. The trend in January is negative. The level of risk of this Exchange-Traded Fund in January is medium with a Risk Score steady of 4 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF, which replicates an index composed of companies from Europe, Australia and the Far East, decreases sharply by 4.25% in December. The evolution of the performance of this equity over 1 year is 0%. The trend in this month is negative. The degree of risk of this equity in January is medium with a Risk Score in growth of 5 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF from iShares, which monitors a basket of U.S. corporate bonds, falls sharply by 3.36% in December. The evolution of the performance of this Exchange-Traded Fund over 1 year is -3.64%. The trend in this month is bearish. The degree of risk of this Exchange-Traded Fund in January is medium with a Risk Score in progression of 4 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which monitors the ICE U.S. Treasury 7-10 Year Bond Index, retreated 2.88% last month. The evolution of the performance of this equity over 1 year is -4.17%. The trend in January is negative. The level of risk of this equity in January is medium with a Risk Score in growth of 5 out of 10. This ETF is invested in the strategies Global Stable, Global Conservative and US Balanced in January.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF from iShares, which measures the Japanese stock market, falls sharply by 3.72% in December. The evolution of the performance of this ETF over 1 year is 4.69%. The trend in January is negative. The degree of risk of this ETF in this month is medium with a Risk Score in expansion of 5 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.