Stock Market Outlook

T he portfolio US Growth retreated 1.20% in March. We see a falling trend in the U.S. equity market, we assume a Risk-Off market regime and the portfolio is allocated to a long-term U.S. Treasury Bond ETF (TLT). The degree of risk of the strategy for April is low with a Risk Score in regression of 0 out of 10.
The 1-year trailing return of this portfolio is -0.55%. Since opening the portfolio at eToro in November 2019, the strategy has performed 123.05%, in comparison, the benchmark asset (S&P 500) has advanced 100.22%. 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 23.89% at maximum.

This strategy captures the U.S. stock market growth for long-term investors who want high returns.

T he portfolio US Balanced retreated 1.04% in March. 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 bullish. The 2 Trackers of the bond part for this month are BND and LQD. The portfolio contains the following 3 Trackers: TLT (70%), BND (15%) and LQD (15%). The portfolio trend for this month is lightly bullish with a Trend Score unchanged of 1 out of 10. The level of risk of the strategy for this month is low with a Risk Score in decline of 2 out of 10.
The 1-year trailing return of this portfolio is 1%.

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 retreated 0.78% in March. 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 ETFs: IEF (49%) and TLT (30%). The portfolio trend for April is weakly positive with a Trend Score constant of 2 out of 10. The degree of risk of the strategy for this month is low with a Risk Score in decline of 1 out of 10.
The 1-year change of this portfolio is 4.59%.

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

T he portfolio Global Stable dropped 0.58% in March. The overall market trend for this month is lightly bullish. 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%), VNQ (5%), VGK (5%), EFA (5%), JNK (5%) and EEM (5%). The portfolio trend for this month is bullish with a Trend Score in rise of 5 out of 10. The degree of risk of the strategy for April is low with a Risk Score in regression of 2 out of 10.
The 1-year trailing return of this portfolio is 6.18%.

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.