Sloppy Start To Earnings Season

by on October 13, 2012 | Updated October 15, 2012 | ETFs Mentioned:

The bears stole the spotlight at the opening ceremony for this earnings season on Wall Street. Corporate behemoths like Alcoa and Chevron were forced to revise their outlooks lower, which inevitably sent a wave of worry across the market. Stocks saw little relief even after weekly jobless claims data offered encouraging insights into the health of the domestic labor market [see Free 7 Simple & Cheap All-ETF Model Portfolios].

Actionable ETF Trade Ideas

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

Long

+1.2%
UUP

Long

No Change
XME

Long

+1.9%

Our picks from Monday’s Insider posted positive  performance results during an otherwise dismal 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 XOP: Up 1.2%

Crude oil prices moved higher throughout the week as tensions between Syria and Turkey caused supply corners in the futures market. XOP managed to inch higher as well, however, our bullish outlook didn’t pan out as expected. This ETF traded up-down throughout the entire week, ultimately ending just barely above Monday’s opening price and clinching a minor gain on the week.

Trade #2 Long UUP: No Change

Our bullish suspicions for the U.S. dollar proved correct during the first-half of the week. Sour earnings at home and continuing worries over China’s manufacturing slowdown sparked a slight to safety and UUP popped on Tuesday. Profit-taking pressures quickly emerged however as European markets remained surprisingly resilient, leading to headwinds for UUP. Selling pressures continued into Friday and UUP closed just one penny higher from its opening price on Monday morning.

Trade #3 Long  XME: Up 1.9%

Choppy trading plagued this recommendation throughout the week. XME inched sideways on Monday and Tuesday, although buying pressures on Thursday sparked a rally for this ETF. Profit-taking on Friday leeched away almost all of the profits accumulated in this trade during the week, ultimately leaving us with a respectable 1.9% gain on the week.

ETFdb Portfolios

Retirement ETFdb Portfolios

Our retirement portfolio posted lackluster performances as choppy trading on Wall Street took its toll. From a year-to-date perspective, the 20 Years Til Retirement Portfolio is leading the way higher followed closely by the 30 Years Til Retirement Portfolio.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 1.35% 2.01% 2.17% 6.33% 8.41% 35.21% 65.53%
10 Years Til Retirement Portfolio 1.59% 2.16% 1.68% 6.71% 8.87% 38.46% 70.89%
20 Years Til Retirement Portfolio 1.76% 2.76% 1.71% 7.62% 10.61% 44.64% 80.78%
30 Years Til Retirement Portfolio 2.12% 3.00% 1.69% 7.11% 9.77% 47.36% 87.84%
Aggressive Portfolio 1.81% 1.77% -0.66% 3.92% 5.18% 31.84% n/a
Cheapskate Portfolio 0.91% 1.91% 2.71% 6.67% 11.12% n/a n/a
Low Volatility Portfolio 1.12% 2.00% 1.06% 5.10% 4.93% 24.76% n/a
Moderate Portfolio 1.32% 2.14% 1.02% 5.80% 6.95% 31.06% n/a
Ready To Retire ETFdb Portfolio 0.84% 1.73% 1.65% 6.72% 7.15% 25.57% 53.19%
As Of 10-30-2014
Regional ETFdb Portfolios

All of our regional portfolios ended up in red territory for the most part as “risk off” sentiment encouraged selling in foreign markets. The best performing strategy from this group year-to-date remains the Africa-Centric Portfolio.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 1.15% -2.08% -5.62% 3.53% 4.25% 18.95% n/a
Asia-Centric ETFdb Portfolio 1.07% 2.43% -1.94% 4.53% 4.63% 15.27% n/a
BRIC-or-Bust ETFdb Portfolio 3.27% 2.04% -1.97% 1.56% 0.75% -6.16% n/a
Easy-As-ABC ETFdb Portfolio 0.41% -0.55% -3.43% -2.01% -9.18% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 1.24% 1.05% -3.19% 3.23% 0.76% 6.44% n/a
Euro Free Europe Portfolio 1.50% -0.31% -4.89% -7.34% -5.89% 14.50% n/a
Ex-Europe ETFdb Portfolio 1.33% 1.59% -0.07% 5.96% 6.65% 28.84% 56.91%
Ex-U.S. Portfolio 0.99% 1.05% -3.84% 0.47% 0.90% 18.94% 29.22%
Global Titans ETFdb Portfolio 0.91% 0.25% -2.03% 0.22% 1.69% 29.20% n/a
LatAm Centric ETFdb Portfolio 2.15% -0.51% -7.01% -6.05% -9.94% n/a n/a
As Of 10-30-2014
Themed ETFdb Portfolios

Our High-Tech ETFdb Portfolio posted dismal results this week as shares of Apple sank lower, dragging down the entire technology sector at home. The best performing strategy from this group year-to-date is the 2012 ETFdb Portfolio, up nearly 20%.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.22% -0.51% -2.50% 1.47% 2.23% n/a n/a
2012 ETFdb Portfolio 0.55% -0.91% -2.82% 2.78% 5.98% n/a n/a
AlphaDEX ETFdb Portfolio 1.48% 1.50% -2.10% 0.74% 2.50% 25.62% n/a
Alpha Seeker Portfolio 2.0 0.65% 1.63% 2.66% 6.98% 9.92% 36.19% n/a
Baby Boomers ETFdb Portfolio 2.46% 4.02% 6.27% 12.63% 21.21% 87.88% n/a
Ben Graham 50/50 Portfolio 0.45% 0.94% 0.75% 4.66% 5.93% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio 0.11% 0.65% 0.41% 4.70% 3.30% 8.23% n/a
Black Swan Hyperinflation Portfolio -1.59% -3.18% -10.01% -6.90% -10.29% -17.80% 3.77%
Commodity Guru ETFdb Portfolio 0.58% -0.04% -5.16% -2.74% -3.37% -2.01% n/a
Cheapskate Hedge Fund ETFdb Portfolio 0.05% -0.47% -0.26% 1.58% 1.09% 0.58% n/a
Energy Bull ETFdb Portfolio -0.27% -3.82% -8.74% -4.52% -3.64% 9.97% n/a
Equal Weight ETFdb Portfolio 1.05% 1.87% 1.91% 5.42% 6.45% n/a n/a
Financials Free ETFdb Portfolio 0.99% 1.04% -0.32% 5.03% 6.70% 30.19% 64.09%
Futures Free Commodity ETFdb Portfolio -0.22% -1.22% -9.19% -6.59% -9.23% -19.52% n/a
GLD-Free Gold Bug ETFdb Portfolio -5.09% -7.06% -16.82% -2.77% -15.22% -44.25% n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.82% 2.07% 2.59% 8.10% n/a n/a n/a
High-Tax Bracket ETF Portfolio 1.20% 0.99% 0.91% 5.37% 7.02% 31.20% 58.21%
High Tech ETFdb Portfolio 2.62% 3.00% 7.43% 12.24% 18.28% n/a n/a
High Yield ETFdb Portfolio 1.50% 2.80% 1.53% 7.04% 7.95% 40.86% 78.13%
King Dollar ETFdb Portfolio 1.11% 1.46% 1.99% 6.37% 6.98% 26.02% n/a
Kitchen Sink ETFdb Portfolio 0.77% 0.33% -1.93% 0.92% 2.41% 22.81% n/a
Monthly Dividend ETFdb Portfolio 1.14% 2.59% 1.53% 7.87% 8.80% 34.12% n/a
Pure Growth ETFdb Portfolio 1.80% 1.95% -0.11% 3.72% 5.35% n/a n/a
Pure Value ETFdb Portfolio 1.53% 1.16% -1.29% 3.30% 5.91% n/a n/a
RAFI ETFdb Portfolio 2.46% 1.87% -2.24% 1.10% 3.87% 39.44% 65.42%
Simple (But Effective) Safe Haven ETFdb Portfolio 0.75% 2.03% -0.22% 5.22% 2.54% 16.43% 47.86%
Small Cap ETFdb Portfolio 1.30% 1.32% -1.75% 0.69% 2.46% 31.06% n/a
The Sky Is Falling Portfolio -0.53% 0.17% -1.88% -1.18% -3.48% -0.75% 20.24%
Socially Responsible ETFdb Portfolio 0.93% 0.68% 1.71% 4.26% 7.39% n/a n/a
Risk On ETFdb Portfolio 2.22% 1.06% -2.87% 2.89% 4.17% n/a n/a
Consumer Centric ETFdb Portfolio 0.60% 1.45% -1.45% 1.39% 2.16% n/a n/a
Agri-Bull ETFdb Portfolio 1.48% 2.56% -1.29% 1.31% 1.38% 8.08% n/a
8% Yield ETFdb Portfolio 2.49% 2.98% -1.37% 5.50% 6.03% n/a n/a
Mining Boom ETFdb Portfolio -2.58% -4.41% -15.29% -6.68% -11.37% n/a n/a
2013 ETFdb Portfolio 0.51% 0.29% -0.43% 4.60% 4.82% 41.21% n/a
As Of 10-30-2014

Disclosure: No positions at time of writing.