All In Green

by on October 6, 2012 | ETFs Mentioned:

Stock markets broadly moved higher throughout the week as bullish sentiment kept momentum alive, although Friday’s better-than-expected U.S. employment report certainly helped to justify recent price action on Wall Street. Amid the improving landscape, our ETF trade ideas posted solid gains as our anticipation of a “risk on” wave proved correct. Aside from pre-election jitters, upcoming corporate earnings could throw a wrench in the bull train, although the uptrend remains intact for now [see Free 7 Simple & Cheap All-ETF Model Portfolios].

Actionable ETF Trade Ideas

Last Week’s Actionable ETF Ideas
Ticker Position Week Performance
XLI

Long

+1.2%
TLT

Short

+2.3%
GUR

Long

+0.2%

Our picks from Monday’s Insider all posted positive  performance results as our timing was spot on this week. Below, we highlight how our trade ideas fared during the week [sign up for a free trial of ETFdb Pro to get actionable ETF ideas every Monday, as well as access to more than 45 all-ETF model portfolios].

Trade #1 Long XLI: Up 1.2%

This recommendation was spot on as XLI managed to bounce off the bottom half of its trading channel as anticipated. Bullish momentum bolstered this ETF higher throughout the week and it is currently in the middle of its channel; this suggests that further upside is likely, although a sideways consolidation may also develop if profit-taking pressures resurface next week. 

Trade #2 Short TLT: Up 2.3%

Our technical analysis was spot on for this recommendation as our bearish suspicions proved correct when demand for safe havens started drying up mid-week. TLT failed to summit resistance at the $124 level as we had anticipated and went on to sink towards its 200-day moving average after its failed attempt. Selling pressures will likely persist until TLT can establishing definitive support above $120 a share. 

Trade #3 Long  GUR: Up 0.2%

This recommendation was our most frustrating one on the week as our timing was spot on, however, profit taking pressures on Friday ate away most of the gains accumulated during the week. GUR inched higher along its rising support line as anticipated, although the move was more sideways than up. Despite lackluster trading activity on Friday, this recommendation still turned in a small gain on the week. 

ETFdb Portfolios

Retirement ETFdb Portfolios

Our retirement portfolios fared quite well considering that U.S. Treasuries took a hit amid the “risk on” wave seen on Wall Street. Not surprisingly, our least bond-heavy strategies pulled ahead; the 30 Years Til Retirement Portfolio came out on top while the 20 Years Til Retirement and Cheapskate Portfolio trailed closely behind.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 0.46% 1.14% 3.77% 5.84% 11.38% 30.81% n/a
10 Years Til Retirement Portfolio 0.54% 1.42% 4.68% 6.98% 13.36% 33.34% 90.32%
20 Years Til Retirement Portfolio 0.52% 1.47% 5.23% 7.97% 14.83% 37.37% 104.26%
30 Years Til Retirement Portfolio 0.56% 1.55% 5.36% 7.82% 15.82% 39.38% 113.95%
Aggressive Portfolio 0.43% 1.34% 5.25% 7.06% 13.85% 26.47% n/a
Cheapskate Portfolio 0.74% 1.72% 5.46% 8.53% 15.26% n/a n/a
Low Volatility Portfolio 0.27% 1.34% 3.56% 5.29% 7.62% n/a n/a
Moderate Portfolio 0.56% 1.07% 4.05% 6.53% 11.31% 27.19% n/a
Ready To Retire ETFdb Portfolio 0.51% 1.10% 3.63% 6.35% 9.02% 23.80% 66.02%
As Of 07-22-2014
Regional ETFdb Portfolios

Growing optimism encouraged investors to tap into overseas markets and our BRIC-or-Bust Portfolio turned in the best weekly performance. By comparison, our Africa-Centric Portfolio was the only one in red territory.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 0.94% 2.83% 1.97% 9.17% 18.96% 16.48% n/a
Asia-Centric ETFdb Portfolio 1.06% 2.53% 6.77% 7.22% 11.05% 9.09% n/a
BRIC-or-Bust ETFdb Portfolio 0.53% 1.10% 8.85% 6.90% 12.19% -12.66% n/a
Easy-As-ABC ETFdb Portfolio 0.31% 0.42% 3.76% 4.47% -1.16% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.55% 2.45% 6.25% 8.27% 9.72% 2.03% n/a
Euro Free Europe Portfolio -0.40% -1.59% 2.73% 0.24% 8.34% 13.92% n/a
Ex-Europe ETFdb Portfolio 0.81% 1.89% 5.09% 7.70% 12.14% 26.01% 75.14%
Ex-U.S. Portfolio 0.57% 1.64% 4.12% 5.90% 13.48% 15.36% 52.97%
Global Titans ETFdb Portfolio 0.35% -0.07% 2.52% 3.81% 11.96% 26.22% n/a
LatAm Centric ETFdb Portfolio 1.29% 1.71% 7.40% 4.95% 4.59% n/a n/a
As Of 07-22-2014
Themed ETFdb Portfolios

Although risky assets stole the spotlight this week, the alternatives corner turned in the best results from our themed lineup; the Cheapskate Hedge Fund Portfolio turned in solid gains with the healthcare-centric Baby Boomers Portfolio trailing closely behind.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.86% 1.33% 3.75% 4.49% 7.35% n/a n/a
2012 ETFdb Portfolio 0.63% 0.37% 5.70% 8.28% 15.89% n/a n/a
AlphaDEX ETFdb Portfolio 0.53% 1.15% 4.09% 5.12% 11.95% 20.83% n/a
Alpha Seeker Portfolio 2.0 0.19% 1.14% 4.63% 7.01% 11.73% 28.17% n/a
Baby Boomers ETFdb Portfolio 0.27% 0.40% 5.88% 8.00% 21.96% 67.83% n/a
Ben Graham 50/50 Portfolio 0.29% 1.01% 4.47% 6.51% 9.62% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio 0.29% 0.48% 2.19% 4.95% 4.69% 10.36% n/a
Black Swan Hyperinflation Portfolio 0.56% -0.71% 1.79% 6.06% 2.56% -12.58% n/a
Commodity Guru ETFdb Portfolio 0.53% -0.41% 1.41% 4.41% 5.57% -2.54% n/a
Cheapskate Hedge Fund ETFdb Portfolio 0.25% 1.18% 1.62% 2.51% 3.27% -2.75% n/a
Energy Bull ETFdb Portfolio 0.66% -0.80% 3.46% 7.96% 14.61% 15.61% n/a
Equal Weight ETFdb Portfolio 0.55% 0.96% 4.14% 6.51% 11.07% n/a n/a
Financials Free ETFdb Portfolio 0.31% -0.02% 2.83% 7.02% 14.11% 31.16% 85.12%
Futures Free Commodity ETFdb Portfolio 0.65% 1.17% 2.88% 5.34% 6.26% -18.35% n/a
GLD-Free Gold Bug ETFdb Portfolio 1.37% 1.69% 8.00% 20.83% 2.80% -32.05% n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.79% 1.81% 4.77% 8.87% n/a n/a n/a
High-Tax Bracket ETF Portfolio 0.73% 0.84% 3.37% 6.01% 12.34% 25.05% 74.27%
High Tech ETFdb Portfolio 1.49% 2.51% 10.06% 11.75% 24.61% n/a n/a
High Yield ETFdb Portfolio 0.46% 0.85% 4.29% 7.57% 12.56% 39.30% 103.53%
King Dollar ETFdb Portfolio 0.63% 1.13% 3.60% 5.31% 8.46% 22.31% n/a
Kitchen Sink ETFdb Portfolio -0.02% 0.05% 2.51% 4.31% 9.39% 21.76% n/a
Monthly Dividend ETFdb Portfolio 0.15% 0.47% 3.23% 7.81% 11.65% 33.09% n/a
Pure Growth ETFdb Portfolio -0.01% 0.57% 4.27% 5.90% 12.65% n/a n/a
Pure Value ETFdb Portfolio 0.02% 0.26% 4.05% 6.68% 16.09% n/a n/a
RAFI ETFdb Portfolio 0.77% 1.24% 4.81% 6.26% 17.25% 33.09% 105.26%
Simple (But Effective) Safe Haven ETFdb Portfolio 0.39% -0.56% 2.27% 7.88% 9.52% 19.29% 67.46%
Small Cap ETFdb Portfolio 0.17% 0.29% 2.55% 4.73% 11.23% 25.32% n/a
The Sky Is Falling Portfolio 0.33% -0.82% -1.40% 0.88% -1.22% 1.24% n/a
Socially Responsible ETFdb Portfolio 0.43% 0.58% 4.42% 5.39% 10.81% n/a n/a
Risk On ETFdb Portfolio -0.05% 1.33% 7.40% 10.89% 20.15% n/a n/a
Consumer Centric ETFdb Portfolio -0.15% 1.56% 2.13% 4.15% 12.23% n/a n/a
Agri-Bull ETFdb Portfolio 0.39% -1.79% -1.00% 4.99% 7.61% 5.84% n/a
8% Yield ETFdb Portfolio 0.03% 0.53% 3.39% 8.39% 12.78% n/a n/a
Mining Boom ETFdb Portfolio 1.50% 3.95% 8.12% 12.64% 10.71% n/a n/a
2013 ETFdb Portfolio 0.49% 0.78% 3.79% 8.01% 10.79% n/a n/a
As Of 07-22-2014

Disclosure: No positions at time of writing.