Stocks Hit 2012 Highs

by on September 8, 2012 | Updated September 12, 2012 | ETFs Mentioned:

After a lackluster climax to last week’s Jackson Hole speech, investors finally got a dose of the stimulus that the markets have been craving. Major equity benchmarks staged a massive rally this past Thursday as investors rejoiced over the European Central Bank’s announcement of the “outright monetary transaction” plan, which aims to beef up the government bond-buying initiative already underway. Buying euphoria spilled over into Friday, although concerns over the health of the U.S. recovery resurfaced once more as nonfarm payrolls data missed analyst expectations [see also How To Pick The Right ETF Every Time].

Actionable ETF Trade Ideas

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

Long

+4.0%
ELD

Long

+1.5%
IXC

Long

+2.6%

Our picks from Monday’s Insider posted a very positive performance as bullish fever help to lift virtually every corner of Wall Street higher on the 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 EZA: Up 4.0%

This recommendation got off to a worrisome start after shares traded lower on Wednesday, flirting with support at the $64 level. The bulls ultimately prevailed, however, as broad-based euphoria lifted this ETF higher on Thursday. EZA managed to extend its gains into Friday as well, ending the week 4% higher and leaving us with a nice profit.

Trade #2 Long ELD: Up 1.5%

This fundamentally defensive bond recommendation turned out surprisingly well during an otherwise stellar week for stocks. ELD climbed higher alongside equities as weakness in the U.S. dollar bolstered its underlying holdings, which are denominated in local currencies. This ETF went on to gap higher after Thursday’s rally and managed to hit our outlined price target at $52 a share, leaving us with a solid gain on the week.

Trade #3 Long IXC: Up 2.6%

This recommendation drifted sideways in the beginning of the week and just barely missed our stop-loss; although shares hit the $38 mark, they did not trade any lower and managed to quickly move up and out of dangerous territory. IXC moved right along our trend line and bounced higher as anticipated, rallying on Thursday and even extending gains into Friday. This recommendation generated a handsome 2.6% return on the week.

ETFdb Portfolios

Retirement ETFdb Portfolios

Our retirement portfolios ended up in green territory for the week despite some heavy selling pressures in the fixed income space. Not surprisingly, our Aggressive Portfolio was able to lead the way higher on the week while our Low Volatility Portfolio came in last place from a performance perspective.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 0.64% 2.84% 3.39% 7.05% 15.24% 44.72% 70.90%
10 Years Til Retirement Portfolio 0.67% 2.95% 3.62% 8.03% 17.92% 49.58% 78.61%
20 Years Til Retirement Portfolio 0.66% 3.35% 4.00% 9.08% 20.33% 56.89% 89.19%
30 Years Til Retirement Portfolio 0.71% 3.59% 4.45% 9.00% 21.26% 61.76% 97.63%
Aggressive Portfolio 0.84% 3.02% 3.82% 7.66% 19.06% 44.99% n/a
Cheapskate Portfolio 0.75% 2.09% 4.53% 8.53% 16.60% n/a n/a
Low Volatility Portfolio 0.08% 1.35% 2.11% 5.59% 11.22% n/a n/a
Moderate Portfolio 0.64% 2.53% 3.04% 7.40% 15.63% 41.11% n/a
Ready To Retire ETFdb Portfolio 0.51% 1.98% 2.48% 7.20% 12.72% 32.04% 57.74%
As Of 08-29-2014
Regional ETFdb Portfolios

Increasing risk appetites sparked rallies all over the globe. Our Africa-Centric Portfolio surged ahead by nearly four points while our Asia-Centric one was the worst performer on the week.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 0.79% 1.89% 2.51% 10.86% 24.01% 28.45% n/a
Asia-Centric ETFdb Portfolio -0.39% 0.72% 4.02% 7.42% 17.89% 20.09% n/a
BRIC-or-Bust ETFdb Portfolio 0.63% 3.83% 5.09% 7.82% 19.76% -0.46% n/a
Easy-As-ABC ETFdb Portfolio 0.78% 1.71% 4.09% 4.99% 1.24% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.55% 1.49% 3.74% 8.34% 16.06% 11.32% n/a
Euro Free Europe Portfolio -0.03% 1.95% -2.73% -1.30% 8.07% 29.74% n/a
Ex-Europe ETFdb Portfolio 0.76% 2.57% 4.15% 8.78% 16.93% 39.00% 64.71%
Ex-U.S. Portfolio 0.21% 1.30% 1.96% 5.52% 15.63% 27.62% 42.76%
Global Titans ETFdb Portfolio 0.24% 1.28% -0.17% 3.15% 13.01% 39.46% n/a
LatAm Centric ETFdb Portfolio 1.94% 2.61% 7.01% 4.92% 6.95% n/a n/a
As Of 08-29-2014
Themed ETFdb Portfolios

This was a great week for our GLD-Free Gold Bug Portfolio as mining equities climbed higher while futures prices for the precious yellow metal also popped, surging right past the $1,700 an ounce mark. Given its ultra-defensive strategy, our Sky Is Falling Portfolio was the only one to end the week in red territory.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.48% 1.58% 2.57% 4.85% 10.77% n/a n/a
2012 ETFdb Portfolio 0.39% 2.93% 2.78% 8.26% 22.72% n/a n/a
AlphaDEX ETFdb Portfolio 0.53% 2.31% 2.94% 5.26% 15.51% 38.06% n/a
Alpha Seeker Portfolio 2.0 -0.05% 2.10% 3.51% 7.34% 15.46% 42.76% n/a
Baby Boomers ETFdb Portfolio 0.87% 3.22% 5.82% 10.25% 25.98% 94.87% n/a
Ben Graham 50/50 Portfolio 0.43% 1.78% 2.68% 6.77% 13.13% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio 0.35% 0.99% 0.93% 5.36% 7.26% 9.59% n/a
Black Swan Hyperinflation Portfolio 0.72% 0.40% 1.64% 4.50% 0.75% -9.25% 23.60%
Commodity Guru ETFdb Portfolio 0.55% 0.84% -0.36% 3.19% 7.53% 3.42% n/a
Cheapskate Hedge Fund ETFdb Portfolio 0.60% 0.56% 1.33% 2.29% 3.95% -0.01% n/a
Energy Bull ETFdb Portfolio 1.69% 3.45% 2.54% 8.14% 15.64% 33.04% n/a
Equal Weight ETFdb Portfolio 0.75% 2.91% 4.14% 7.56% 14.69% n/a n/a
Financials Free ETFdb Portfolio 0.47% 1.87% 1.01% 7.24% 16.43% 41.09% 73.31%
Futures Free Commodity ETFdb Portfolio 0.18% 0.18% 1.16% 3.05% 5.97% -11.36% n/a
GLD-Free Gold Bug ETFdb Portfolio 1.33% 0.29% 10.48% 18.81% -5.77% -38.11% n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.75% 2.65% 4.00% 9.49% n/a n/a n/a
High-Tax Bracket ETF Portfolio 0.65% 2.53% 2.72% 7.00% 15.89% 39.73% 66.71%
High Tech ETFdb Portfolio 1.13% 4.16% 10.13% 13.12% 25.77% n/a n/a
High Yield ETFdb Portfolio 0.57% 3.11% 3.10% 8.66% 17.43% 52.43% 85.59%
King Dollar ETFdb Portfolio 0.59% 2.53% 3.14% 6.75% 12.46% 32.48% n/a
Kitchen Sink ETFdb Portfolio 0.42% 1.72% 1.42% 4.48% 11.44% 32.75% n/a
Monthly Dividend ETFdb Portfolio 0.83% 2.83% 3.10% 9.33% 16.57% 44.85% n/a
Pure Growth ETFdb Portfolio 0.45% 2.73% 2.89% 6.23% 17.21% n/a n/a
Pure Value ETFdb Portfolio 0.99% 3.18% 3.12% 7.86% 20.45% n/a n/a
RAFI ETFdb Portfolio 0.88% 3.16% 3.51% 6.48% 20.72% 58.53% 76.03%
Simple (But Effective) Safe Haven ETFdb Portfolio 0.73% 1.51% 0.67% 7.19% 9.49% 22.14% 57.97%
Small Cap ETFdb Portfolio 0.79% 2.58% 2.49% 5.10% 14.58% 42.88% n/a
The Sky Is Falling Portfolio 0.60% -0.56% -0.50% 0.94% -0.60% 4.39% n/a
Socially Responsible ETFdb Portfolio 0.48% 1.14% 3.06% 5.47% 13.24% n/a n/a
Risk On ETFdb Portfolio -0.27% 2.81% 3.32% 9.59% 18.78% n/a n/a
Consumer Centric ETFdb Portfolio 0.24% 1.28% 1.48% 4.51% 15.88% n/a n/a
Agri-Bull ETFdb Portfolio 0.74% 0.00% -3.08% 2.20% 7.54% 11.47% n/a
8% Yield ETFdb Portfolio 0.82% 1.93% 2.04% 8.73% 16.99% n/a n/a
Mining Boom ETFdb Portfolio 0.54% -0.71% 6.23% 10.06% 7.16% n/a n/a
2013 ETFdb Portfolio 0.60% 3.71% 3.20% 9.06% 17.63% n/a n/a
As Of 08-29-2014

Disclosure: No positions at time of writing.