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 February 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 shifted upwards 2.16% in January. 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 asset allocation does not change this month. The ETF selected in the portfolio for this month is QQQ (100%). The portfolio trend for February is positive with a Trend Score steady of 5 out of 10. The level of risk of the strategy for February is low with a Risk Score steady of 3 out of 10.
The 1-year trailing return of this strategy is 11.41%. Since opening the portfolio at eToro in November 2019, the strategy has performed 134.29%, in comparison, the benchmark asset (S&P 500) has advanced 114.87%. 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 shifted upwards 1.70% in January. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for February is weakly bullish. The ETF selected in the bond part for this month is JNK. The 2 Trackers of the portfolio for this month are QQQ (70%) and JNK (30%). The portfolio trend for February is positive with a Trend Score steady of 4 out of 10. The degree of risk of the strategy for February is low with a Risk Score in decline of 2 out of 10.
The 1-year performance of this portfolio is 9.50%.
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 bounced back 1.06% in January. 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 7 Trackers of the portfolio for this month are QQQ (39%), IEF (15%), SPY (9%), GLD (9%), VNQ (9%), IWM (9%) and JNK (9%). The portfolio trend for February is lightly positive with a Trend Score in expansion of 3 out of 10. The level of risk of the strategy for February is low with a Risk Score in regression of 3 out of 10.
The 1-year trailing return of this strategy is 11.69%.
This strategy provides a broad geographic diversification for investors who want an international exposure.
Global Stable Portfolio
T
he portfolio Global Stable shifted upwards 0.62% in January. The overall market trend for this month is strongly positive. By analyzing a diverse multi-market composed of 12 Trackers (stocks, bonds, gold, real estate, international and emerging markets...), we observe that 11 assets show a positive evolution. Our model allocates 83% to Risk-On assets and 16% to Risk-Off assets. The 7 Trackers of the portfolio for this month are IEF (22%), QQQ (13%), SPY (13%), GLD (13%), VNQ (13%), IWM (13%) and JNK (13%). The portfolio trend for this month is weakly bullish with a Trend Score in growth of 2 out of 10. The level of risk of the strategy for February is low with a Risk Score in regression of 3 out of 10.
The 1-year change of this strategy is 11.33%.
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 replicates big US technology-related companies, continued to gain ground by 2.16% last month. The 1 year trailing return of this ETF is 25.48%. The trend in this month is positive with a Trend Score unchanged of 5 out of 10. The level of risk of this ETF in February is low with a Risk Score unchanged of 3 out of 10. This ETF is present in the strategies US Growth, Global Stable, Global Conservative and US Balanced in February.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY ETF, which replicates 400 U.S. mid-cap stocks, rises sharply by 3.70% in January. The performance over a period of 1 year of this ETF is 18.47%. The trend in February is positive with a Trend Score in progression of 4 out of 10. The degree of risk of this ETF in February is medium with a Risk Score in regression of 4 out of 10.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF from SPDR, which tracks the S&P 500, shifted upwards 2.69% in January. The evolution of the performance of this ETF over 1 year is 24.69%. The trend in February is bullish with a Trend Score in growth of 4 out of 10. The level of risk of this ETF in February is medium with a Risk Score in growth of 4 out of 10. This equity is invested in the strategies Global Stable and Global Conservative in February.
GLD SPDR Gold
- Gold
The GLD ETF, which mimics the price of gold, rises sharply by 6.79% in January. The performance over a period of 1 year of this ETF is 37.23%. The trend in February is weakly bullish with a Trend Score in growth of 3 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in growth of 4 out of 10. This ETF is present in the portfolios Global Stable and Global Conservative in February.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which replicates an index composed of small-capitalization U.S. equities, bounced back 2.50% last month. The 1 year trailing return of this ETF is 17.71%. The trend in February is lightly positive with a Trend Score steady of 3 out of 10. The level of risk of this ETF in February is low with a Risk Score in decline of 3 out of 10. This equity is present in the portfolios Global Stable and Global Conservative this month.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which measures the broad U.S. real estate market, shifted upwards 1.65% last month. The performance over a period of 1 year of this equity is 8.43%. The trend in this month is lightly bullish with a Trend Score stable of 2 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 invested in the portfolios Global Stable and Global Conservative this month.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF from iShares, which follows a broad range of companies in Europe, Australia and the Far East, rebounds promptly by 4.80% in January. The performance over a period of 1 year of this ETF is 5.33%. The trend in February is weakly bullish with a Trend Score in growth of 2 out of 10. The degree of risk of this ETF in February is medium with a Risk Score stable of 5 out of 10.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which replicates a portfolio of companies from European countries, rebounds sharply by 6.35% in January. The evolution of the performance of this equity over 1 year is 6.35%. The trend in February is lightly positive with a Trend Score in growth of 2 out of 10. The level of risk of this equity in February is medium with a Risk Score in growth of 5 out of 10.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ ETF from iShares, which mimics the Japanese stock market, bounced back 1.80% in January. The 1 year trailing return of this equity is 3.03%. The trend in February is weakly bullish with a Trend Score in progression of 2 out of 10. The level of risk of this equity in February is low with a Risk Score in regression of 3 out of 10.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which mimics US high-yield corporate bonds, shifted upwards 1.35% in January. The performance over a period of 1 year of this ETF is 2.13%. The trend in February is lightly bullish with a Trend Score in growth of 2 out of 10. The level of risk of this ETF in February is low with a Risk Score in decline of 1 out of 10. This ETF is present in the portfolios Global Stable, Global Conservative and US Balanced in February.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM Exchange-Traded Fund, which replicates large and mid-sized companies in emerging markets, shifted upwards 2.15% in January. The evolution of the performance of this Exchange-Traded Fund over 1 year is 10.53%. The trend in this month is weakly bullish with a Trend Score in expansion of 1 out of 10. The level of risk of this Exchange-Traded Fund in this month is low with a Risk Score in regression of 3 out of 10.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD ETF, which tracks U.S. investment grade corporate bonds, shifted upwards 0.58% in January. The evolution of the performance of this equity over 1 year is -2.73%. The trend in February is lightly bullish with a Trend Score in expansion of 1 out of 10. The degree of risk of this equity in February is low with a Risk Score in regression of 2 out of 10.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which monitors corporate and other investment-grade US fixed-income securities, bounced back 0.60% in January. The 1 year trailing return of this ETF is -1.37%. The trend in February is lightly positive with a Trend Score unchanged of 1 out of 10. The degree of risk of this ETF in February is low with a Risk Score in decline of 2 out of 10.
TLT iShares 20+ Year Treasury Bond ETF
- Long-Term US Treasuries
The TLT ETF, which follows long-term U.S. Treasury bonds, shifted upwards 0.49% in January. The 1 year trailing return of this ETF is -9.38%. The trend in February is bearish. The degree of risk of this ETF in February is low with a Risk Score in regression of 2 out of 10.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF, which replicates an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years, bounced back 0.62% last month. The 1 year trailing return of this ETF is -3.13%. The trend in February is negative. The degree of risk of this ETF in February is low with a Risk Score in regression of 2 out of 10. This Exchange-Traded Fund is present in the portfolios Global Stable and Global Conservative in February.
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.