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 March 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 |
|---|---|---|
| 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 decreases sharply by 3.67% in February. We find a positive trend in the U.S. equity market however the trend in US stocks ETFs is uncertain, so the portfolio is allocated to a long-term U.S. Treasury Bond ETF (TLT). The portfolio trend for March is weakly positive with a Trend Score in decline of 1 out of 10. The level of risk of the strategy for this month is low with a Risk Score unchanged of 3 out of 10.
The 1-year performance of this portfolio is 1.94%. Since opening the portfolio at eToro in November 2019, the strategy has performed 125.68%, in comparison, the benchmark asset (S&P 500) has advanced 112.14%. 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 fell 2.28% in February. The strategy combines an allocation in US bonds (30%) with the US Growth portfolio (70%). The trend in the US bond market for March is positive. The bond part contains the following 2 ETFs: JNK and BND. The 3 ETFs of the portfolio for this month are TLT (70%), JNK (15%) and BND (15%). The portfolio trend for March is lightly positive with a Trend Score in decline of 1 out of 10. The level of risk of the strategy for March is low with a Risk Score in rise of 3 out of 10.
The 1-year change of this portfolio is 3.39%.
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 decreased 0.98% in February. 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: TLT (30%), IEF (15%), GLD (9%), QQQ (9%), SPY (9%), VNQ (9%), JNK (9%) and EEM (9%). The portfolio trend for March is lightly bullish with a Trend Score in regression of 2 out of 10. The level of risk of the strategy for March is low with a Risk Score constant of 3 out of 10.
The 1-year change of this strategy is 7.28%.
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 0.18% in February. The overall market trend for March 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 11 securities show a positive evolution. Our model allocates 83% to Risk-On assets and 16% to Risk-Off assets. The 7 ETFs of the portfolio for this month are IEF (22%), GLD (13%), QQQ (13%), SPY (13%), VNQ (13%), JNK (13%) and EEM (13%). The portfolio trend for March is lightly bullish with a Trend Score in expansion of 3 out of 10. The level of risk of the strategy for this month is low with a Risk Score steady of 3 out of 10.
The 1-year trailing return of this strategy is 8.94%.
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 follows the gold market, continued to grow by 1.82% in February. The performance over a period of 1 year of this Exchange-Traded Fund is 39.15%. The trend in March is positive with a Trend Score in progression of 6 out of 10. The degree of risk of this Exchange-Traded Fund in March is low with a Risk Score in decline of 3 out of 10. This Exchange-Traded Fund is present in the strategies Global Stable and Global Conservative in March.
VGK Vanguard FTSE Europe ETF
- Europe Equities
The VGK ETF, which follows the FTSE Europe All Cap Index, holds out its strong increase of 4% in February. The 1 year trailing return of this ETF is 7.69%. The trend in March is bullish with a Trend Score in rise of 5 out of 10. The degree of risk of this ETF in March is medium with a Risk Score in regression of 4 out of 10.
EFA iShares MSCI EAFE ETF
- Europe, Australia and Far East Equities
The EFA ETF from iShares, which monitors a broad range of companies in Europe, Australia and the Far East, continued to grow by 2.95% last month. The performance over a period of 1 year of this ETF is 5.19%. The trend in March is positive with a Trend Score in growth of 4 out of 10. The degree of risk of this ETF in this month is medium with a Risk Score in decline of 4 out of 10.
QQQ Invesco QQQ
- Nasdaq 100
The QQQ ETF, which replicates the US tech sector, dropped 2.70% in February. The 1 year trailing return of this ETF is 15.72%. The trend in March is weakly bullish with a Trend Score in decline of 3 out of 10. The level of risk of this ETF in March is medium with a Risk Score in growth of 4 out of 10. This ETF is invested in the strategies Global Stable and Global Conservative in March.
IEF iShares 7-10 Year Treasury Bond ETF
- Intermediate-term US Treasuries
The IEF ETF from iShares, which measures an index composed of U.S. Treasury bonds with remaining maturities between 7 and 10 years, continued to grow by 2.47% in February. The performance over a period of 1 year of this ETF is 1.06%. The trend in March is lightly positive with a Trend Score in growth of 3 out of 10. The degree of risk of this ETF in March is low with a Risk Score in growth of 3 out of 10. This ETF is invested in the strategies Global Stable and Global Conservative in March.
BND Vanguard Total Bond Market ETF
- US Total Bond Market
The BND ETF, which mimics corporate and other investment-grade US fixed-income securities, continued to grow by 1.82% last month. The performance over a period of 1 year of this Exchange-Traded Fund is 1.39%. The trend in March is lightly positive with a Trend Score in progression of 3 out of 10. The level of risk of this Exchange-Traded Fund in March is low with a Risk Score in progression of 3 out of 10. This ETF is present in the portfolio US Balanced in March.
MDY SPDR S&P Midcap 400
- Midcap 400
The MDY Exchange-Traded Fund, which mimics the S&P MidCap 400 Index, decreases sharply by 4.21% in February. The performance over a period of 1 year of this ETF is 7.01%. The trend in March is lightly positive with a Trend Score in regression of 2 out of 10. The degree of risk of this ETF in March is medium with a Risk Score constant of 4 out of 10.
VNQ Vanguard Real Estate ETF
- US Real Estate
The VNQ ETF, which measures REITs and other real estate-related investments, continues its strong rise of 3.70% in February. The evolution of the performance of this ETF over 1 year is 9.41%. The trend in March is lightly bullish with a Trend Score stable of 2 out of 10. The degree of risk of this ETF in March is low with a Risk Score in decline of 3 out of 10. This equity is present in the strategies Global Stable and Global Conservative this month.
SPY SPDR S&P 500 ETF
- S&P 500
The SPY ETF, which tracks the index S&P 500, retreated 1.27% in February. The evolution of the performance of this equity over 1 year is 16.93%. The trend in March is weakly bullish with a Trend Score in regression of 2 out of 10. The degree of risk of this equity in March is low with a Risk Score in regression of 3 out of 10. This ETF is invested in the portfolios Global Stable and Global Conservative in March.
LQD iShares iBoxx $ Investment Grade Corporate Bond
- US Corporate Bonds
The LQD Exchange-Traded Fund from iShares, which monitors a broad portfolio of U.S. corporate bonds, continued to grow by 2% in February. The 1 year trailing return of this ETF is 1.87%. The trend in March is lightly positive with a Trend Score in expansion of 2 out of 10. The level of risk of this ETF in March is low with a Risk Score steady of 2 out of 10.
EEM iShares MSCI Emerging Markets ETF
- Emerging Market Equities
The EEM Exchange-Traded Fund, which tracks a diversified exposure to emerging markets, continued to grow by 1.15% in February. The evolution of the performance of this equity over 1 year is 10.26%. The trend in March is lightly positive with a Trend Score in progression of 2 out of 10. The degree of risk of this equity in March is medium with a Risk Score in progression of 4 out of 10. This equity is present in the portfolios Global Stable and Global Conservative this month.
JNK SPDR Bloomberg High Yield Bond
- High Yield Bonds
The JNK ETF, which monitors US high yield bonds, continued to grow by 0.37% in February. The 1 year trailing return of this ETF is 3.19%. The trend in March is weakly positive with a Trend Score constant of 2 out of 10. The level of risk of this ETF in March is low with a Risk Score constant of 1 out of 10. This ETF is invested in the portfolios Global Stable, Global Conservative and US Balanced in March.
EWJ iShares MSCI JAPAN ETF
- Japan Equities
The EWJ Exchange-Traded Fund, which measures the Japanese market, continued to grow by 0.23% in February. The performance over a period of 1 year of this Exchange-Traded Fund is -1.45%. The trend in March is weakly bullish with a Trend Score steady of 2 out of 10. The degree of risk of this Exchange-Traded Fund in this month 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 from iShares, which monitors U.S. Treasury bonds with remaining maturities greater than twenty years, continues its strong rise of 5.32% in February. The evolution of the performance of this equity over 1 year is -2.13%. The trend in this month is lightly bullish with a Trend Score in expansion of 1 out of 10. The degree of risk of this equity in this month is low with a Risk Score in expansion of 3 out of 10. This equity is present in the portfolios US Growth, Global Conservative and US Balanced in March.
IWM iShares Russell 2000 ETF
- US Small Cap Equities
The IWM ETF, which replicates the Russell 2000 Index, collapses distinctly by 5.22% in February. The performance over a period of 1 year of this ETF is 5.42%. The trend in March is bearish. The degree of risk of this ETF in March is medium with a Risk Score in progression 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.