Mixed Data Welcomes Choppy Trading

by on June 16, 2012 | Updated June 18, 2012 | ETFs Mentioned:

Equity markets were fairly range-bound all week as investors were quick to buy on optimism and even quicker to take profits given the looming uncertainties at home and overseas. Concerning economic data releases on the homefront spooked investors while at the same time bolstering hopes for additional stimulus in the coming week. On the international front, investors will keep their eyes fixated on Greece as the nation struggles to find consensus in the latest round of elections over the week [see also 101 ETF Lessons Every Investor Should Learn].

Actionable ETF Trade Ideas

Last Week’s Actionable ETF Ideas
Ticker Position Performance
EPU

Long

-1.8%
KRE

Long

0%
TLT

Long

+1.3%

Our picks from Monday’s Insider posted a rather lackluster performance during an otherwise choppy trading week on Wall Street. 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 EPU: Down 1.8%

This ETF gapped higher on Monday morning, although selling pressures ultimately prevailed and dragged it under $42 a share. EPU climbed higher on Tuesday, regaining much of the previous day’s losses. Nonetheless, this ETF failed to summit resistance around $42.50 a share and drifted sideways with a downward bias in the final days of the week.

Trade #2 Long KRE: Flat

This trade recommendation was by far the most frustrating one this week. KRE charged as high as $26.50 a share on Monday morning only to sell off even harder in the final hours of trading that very same day. This ETF regained its footing on Tuesday morning just above $25.40 a share and went on to climb higher over the next several days. Unfortunately, KRE was unable to post a gain on the week as its closing price on Friday was just a penny shy of its opening price on Monday.

Trade #3 Long TLT: Up 1.3%

This fundamentally defensive recommendation held up well during an otherwise tumultuous week for stocks. TLT drifted higher with an upward bias throughout the week, taking on “safe haven” appeal on several occasions when eurozone drama stole the headlines. Expect for this ETF to experience volatile trading next week as investors digest commentary and insights from the latest FOMC meeting.

ETFdb Portfolios

Retirement ETFdb Portfolios

Our plain vanilla retirement portfolios all edged higher this week with our Low Volatility portfolio taking the lead. Given the choppy trading across stock markets, its no surprise that our equity-heavy Aggressive portfolio was the worst performer on the week:

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio -0.15% 0.85% 2.77% 0.97% 15.06% 18.56% 50.74%
10 Years Til Retirement Portfolio -0.17% 1.35% 2.65% 1.31% 16.44% 17.81% 52.68%
20 Years Til Retirement Portfolio -0.10% 1.57% 3.10% 1.55% 19.80% 22.01% 60.72%
30 Years Til Retirement Portfolio -0.19% 1.65% 4.05% 1.65% 21.82% 19.95% 64.20%
Aggressive Portfolio -0.10% 2.70% 3.57% 2.42% 22.68% 10.26% 41.18%
Cheapskate Portfolio -0.05% 1.90% 2.10% 1.59% 15.48% 13.70% 43.31%
Low Volatility Portfolio 0.37% 2.13% -0.93% 1.48% 8.01% 11.14% 31.11%
Moderate Portfolio -0.12% 1.63% 1.97% 1.35% 15.50% 14.70% 42.80%
Ready To Retire ETFdb Portfolio -0.03% 1.25% 0.70% 0.92% 10.54% 15.51% 36.51%

As Of 01-23-2017

Regional ETFdb Portfolios

Our Euro Free Europe portfolio was able to clinch a gain during an otherwise frustrating week for European markets thanks to its unique investment strategy. On the flip side, our LatAm Centric portfolio slid into red territory as many scaled back on risk exposure throughout the week:

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio -0.04% 6.35% 0.02% 3.55% 23.65% -15.27% n/a
Asia-Centric ETFdb Portfolio -0.39% 3.88% -2.30% 3.33% 12.29% 6.42% 19.09%
BRIC-or-Bust ETFdb Portfolio 0.93% 7.11% 1.66% 6.54% 45.24% 2.99% n/a
Easy-As-ABC ETFdb Portfolio -0.34% 3.39% 0.50% 2.04% 17.18% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.71% 5.42% -0.34% 4.27% 22.91% 0.32% 3.57%
Euro Free Europe Portfolio -0.06% 3.73% 6.93% 2.80% 27.93% -5.96% 18.51%
Ex-Europe ETFdb Portfolio 0.08% 2.64% 1.70% 2.24% 18.74% 13.39% 38.96%
Ex-U.S. Portfolio 0.24% 3.70% -0.77% 2.93% 13.48% -0.23% 21.74%
Global Titans ETFdb Portfolio -5.93% 0.03% -1.65% 1.59% 6.79% 14.61% n/a
LatAm Centric ETFdb Portfolio -0.54% 1.35% -7.23% -5.80% 13.05% n/a n/a

As Of 01-23-2017


Themed ETFdb Portfolios

Our Baby Boomers portfolio took the lead this week as gains in the health care sector carried it higher. The precious yellow metal also regained some positive momentum this week, propelling our GLD-Free Gold Bug portfolio into second place from a weekly performance perspective:

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio -0.06% 0.50% 0.37% 0.31% 3.61% n/a n/a
2012 ETFdb Portfolio 0.30% 3.53% 2.73% 3.57% 26.86% 0.06% n/a
AlphaDEX ETFdb Portfolio 0.17% 3.26% 3.66% 2.79% 22.44% 7.68% 35.52%
Alpha Seeker Portfolio 2.0 -0.38% 0.66% 1.42% 1.04% 12.66% 16.45% n/a
Baby Boomers ETFdb Portfolio -1.91% -0.19% 1.90% 1.23% 10.53% 26.53% n/a
Ben Graham 50/50 Portfolio -0.00% 1.98% 1.90% 2.56% 14.11% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio 0.06% 1.24% -2.18% 0.76% 4.65% 5.52% 9.09%
Black Swan Hyperinflation Portfolio 0.84% 4.92% 3.67% 3.31% 28.03% -11.61% -20.76%
Commodity Guru ETFdb Portfolio 0.61% 3.39% 2.88% 3.27% 22.13% -11.66% -7.82%
Cheapskate Hedge Fund ETFdb Portfolio 0.32% 1.19% -0.87% 0.13% 3.57% 2.24% 0.13%
Energy Bull ETFdb Portfolio -0.64% 0.43% 4.36% 0.37% 40.72% -21.25% n/a
Equal Weight ETFdb Portfolio 0.89% -1.80% -3.15% -1.09% 3.06% n/a n/a
Financials Free ETFdb Portfolio -0.11% 1.33% 1.66% 1.29% 13.38% 10.13% 36.31%
Futures Free Commodity ETFdb Portfolio 1.03% 4.35% 6.39% 7.55% 30.68% -7.98% -9.77%
GLD-Free Gold Bug ETFdb Portfolio 0.92% 6.78% -2.66% 22.44% 38.56% -1.86% n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.55% 2.41% 2.83% 3.30% n/a n/a n/a
High-Tax Bracket ETF Portfolio -0.36% 2.10% -0.13% 1.53% 10.14% 11.05% 39.39%
High Tech ETFdb Portfolio 0.15% 2.88% 9.35% 8.80% 24.51% n/a n/a
High Yield ETFdb Portfolio -0.37% 1.03% 2.74% 0.85% 20.63% 18.46% 53.96%
King Dollar ETFdb Portfolio -0.45% 1.03% 1.17% 0.96% 11.06% 16.17% 36.51%
Kitchen Sink ETFdb Portfolio -0.19% 1.52% 2.35% 1.35% 15.46% 6.08% n/a
Monthly Dividend ETFdb Portfolio 0.08% 1.27% 3.79% 1.11% 23.43% 20.48% 49.23%
Pure Growth ETFdb Portfolio 0.06% 1.69% 1.08% 1.62% 16.83% 7.41% n/a
Pure Value ETFdb Portfolio -1.16% -0.93% 2.24% -1.27% 24.81% 14.18% n/a
RAFI ETFdb Portfolio -0.21% 2.51% 7.59% 2.58% 33.94% 13.07% 56.53%
Simple (But Effective) Safe Haven ETFdb Portfolio 0.50% 2.70% -0.37% 2.22% 10.79% 10.14% 25.70%
Small Cap ETFdb Portfolio -0.19% 2.12% 3.07% 1.49% 22.64% 8.79% 44.85%
The Sky Is Falling Portfolio -0.38% -0.10% -2.13% -0.93% 2.71% -5.73% 1.50%
Socially Responsible ETFdb Portfolio 0.31% 0.75% 1.62% 1.97% 12.83% n/a n/a
Risk On ETFdb Portfolio 3.01% 8.36% 9.18% 9.66% 22.95% n/a n/a
Consumer Centric ETFdb Portfolio -0.19% 0.12% -2.59% -1.26% 3.21% n/a n/a
Agri-Bull ETFdb Portfolio 0.62% 4.23% 7.24% 3.14% 14.70% 0.88% 13.15%
8% Yield ETFdb Portfolio 0.34% 2.55% 4.27% 4.59% 24.83% 9.67% n/a
Mining Boom ETFdb Portfolio 1.82% 8.29% 4.78% 3.75% 55.03% n/a n/a
2013 ETFdb Portfolio 0.20% 0.52% 2.52% 0.44% 15.61% 1.72% 33.77%

As Of 01-23-2017

New ETF Highlights

The exchange-traded universe continues to evolve as several issuers filed plans with the SEC for new products although only one new fund hit the street this past week. Check out our ETF Launch Center for complete updates on all new ETFs.

ETF Launches

Sustainable North American Oil Sands ETF (SNDS)

  • Launch: June 12th
  • ETFdb Category: Energy Equities
  • Structure: ETF
  • Expense Ratio: 0.5%

Exchange Traded Concepts brought to market an ETF for tracking the performance of companies involved in the procurement and sale of oil sands. This developing source of oil has potential for becoming a huge source of revenue for companies both in Canada and the United States. Canada’s hefty supply of oil sands could be the answer for relieving North America’s dependence on the middle east.

Disclosure: No positions at time of writing.