Winning Picks During A Flat Week

by on September 22, 2012 | Updated September 28, 2012 | ETFs Mentioned:

Major equity indexes grinned sideways throughout the week with a downward bias as QE3 euphoria faded and looming eurozone debt woes resurfaced. Investors took a step back and gave into profit-taking pressures as it became apparent that the political gridlock in Europe would not be so easily overcome. To top it off, a number of lackluster economic data releases on the homefront added to the list of uncertainties; the Empire state index and weekly jobless claims came in worse than expected, while better-than-expected home builders data offered little relief for investors’ confidence [see Free 7 Simple & Cheap All-ETF Model Portfolios].

Actionable ETF Trade Ideas

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

Long

+0.8%
IYT

Short

+5.5%
VNM

Long

-2.7%

Our picks from Monday’s Insider posted impressive performances during an otherwise flat 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 FXY: Up 0.8%

This recommendation was well-timed as FXY managed to bounce off support as anticipated. The yen traded higher versus the dollar throughout the week as mixed performances in the equity market paved the way higher for this traditionally safe haven currency. Although FXY missed our price target at $126 a share by just a few cents, this trade still ended up in green territory for the week.

Trade #2 Short IYT: Up 5.5%

This trade was spot on as our technical analysis served us well in identifying a superb entry point for a short play. IYT failed to summit resistance as anticipated and bearish pressures swept in. This ETF showed signs of recovery on Wednesday, however, our bearish suspicions proved correct as sellers were quick to return in the second half of the week. On Friday, IYT hit our price target at $88 a share, leaving us with a handsome 5.5% return on the week.

Trade #3 Long  VNM: Down 2.7%

This recommendation was quite frustrating as VNM failed to take off higher as anticipated. This ETF tumbled lower Tuesday, which immediately put our position in red territory; bearish pressures spilled over into Thursday, which dragged this position just cents away from our stop loss at the $16 level. Although VNM ended the week on a positive note with a rally, this wasn’t enough to turn a profit on the week overall.

ETFdb Portfolios

Retirement ETFdb Portfolios

Mixed performances across stock and bond markets left our retirement portfolios stuck in the mud. The best performer on the week was the Cheapskate Portfolio, while the winner from a year-to-date perspective is our 20 Years Til Retirement Portfolio.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 0.07% 0.41% 4.15% 5.63% 11.45% 30.31% n/a
10 Years Til Retirement Portfolio 0.14% 0.69% 5.26% 6.77% 13.51% 32.85% 85.66%
20 Years Til Retirement Portfolio 0.12% 0.65% 5.88% 7.75% 14.99% 36.82% 98.47%
30 Years Til Retirement Portfolio 0.15% 0.65% 6.27% 7.54% 15.87% 38.76% 107.10%
Aggressive Portfolio 0.21% 0.58% 6.31% 6.86% 13.82% 26.02% n/a
Cheapskate Portfolio 0.62% 1.57% 5.70% 8.54% 15.38% n/a n/a
Low Volatility Portfolio 0.05% 0.82% 3.77% 5.09% 7.49% n/a n/a
Moderate Portfolio 0.16% 0.42% 4.57% 6.37% 11.51% 26.70% n/a
Ready To Retire ETFdb Portfolio 0.11% 0.59% 3.82% 6.23% 9.41% 23.38% 63.39%
As Of 07-25-2014
Regional ETFdb Portfolios

Profit-taking pressures kept a lid on investors’ confidence in overseas equity markets, leading to lackluster performances for the bulk of our regional portfolios. Our LatAm Centric Portfolio managed to pull ahead while our Easy-As-ABC Portfolio finished the week in shallow red territory.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 0.73% 3.01% 2.12% 9.82% 19.83% 17.25% n/a
Asia-Centric ETFdb Portfolio 0.77% 2.00% 7.89% 7.25% 11.21% 8.86% n/a
BRIC-or-Bust ETFdb Portfolio 0.42% 0.42% 10.04% 6.36% 11.10% -13.14% n/a
Easy-As-ABC ETFdb Portfolio -0.06% 0.01% 4.11% 4.35% -1.01% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.72% 2.11% 7.83% 8.50% 9.80% 2.21% n/a
Euro Free Europe Portfolio -0.11% -1.37% 3.58% 0.09% 7.67% 13.93% n/a
Ex-Europe ETFdb Portfolio 0.31% 1.29% 5.53% 7.64% 12.55% 25.60% 71.25%
Ex-U.S. Portfolio 0.43% 1.03% 4.92% 6.01% 13.23% 15.19% 50.11%
Global Titans ETFdb Portfolio 0.14% -0.26% 2.95% 3.65% 11.58% 25.80% n/a
LatAm Centric ETFdb Portfolio 0.63% 1.95% 7.51% 4.47% 4.21% n/a n/a
As Of 07-25-2014
Themed ETFdb Portfolios

Surprisingly, our Risk On Portfolio came in first place despite an otherwise sluggish week for risky assets across the board. Weakness in the energy futures market dragged on our Energy Bull Portfolio, making it the worst performing strategy on the week.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.43% 1.50% 4.34% 4.58% 7.66% n/a n/a
2012 ETFdb Portfolio 0.24% -0.10% 6.91% 8.23% 16.41% n/a n/a
AlphaDEX ETFdb Portfolio 0.35% 0.29% 4.89% 4.94% 11.56% 20.45% n/a
Alpha Seeker Portfolio 2.0 -0.36% 0.38% 5.10% 6.68% 11.80% 27.53% n/a
Baby Boomers ETFdb Portfolio 0.08% -0.37% 7.03% 7.81% 21.61% 67.44% n/a
Ben Graham 50/50 Portfolio 0.06% 0.74% 4.62% 6.51% 10.06% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio 0.25% 0.30% 2.13% 5.07% 5.30% 10.40% n/a
Black Swan Hyperinflation Portfolio 0.04% -1.04% 1.44% 6.18% 3.37% -13.10% n/a
Commodity Guru ETFdb Portfolio 0.40% -0.50% 1.84% 4.53% 6.36% -2.74% n/a
Cheapskate Hedge Fund ETFdb Portfolio -0.20% 0.83% 2.07% 2.26% 2.97% -2.96% n/a
Energy Bull ETFdb Portfolio 0.51% -1.27% 4.38% 8.04% 15.13% 15.09% n/a
Equal Weight ETFdb Portfolio 0.38% 0.38% 4.60% 6.40% 11.27% n/a n/a
Financials Free ETFdb Portfolio -0.03% -0.25% 3.07% 7.00% 14.17% 31.05% 81.14%
Futures Free Commodity ETFdb Portfolio 0.40% 0.60% 3.25% 5.28% 6.26% -18.68% n/a
GLD-Free Gold Bug ETFdb Portfolio -0.80% 0.90% 5.40% 20.34% 2.37% -32.81% n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.79% 1.86% 5.04% 9.00% n/a n/a n/a
High-Tax Bracket ETF Portfolio 0.21% 0.25% 4.25% 5.95% 12.22% 24.54% 70.43%
High Tech ETFdb Portfolio 0.96% 1.99% 11.30% 11.32% 23.45% n/a n/a
High Yield ETFdb Portfolio -0.07% 0.05% 4.50% 7.28% 12.76% 38.83% 97.47%
King Dollar ETFdb Portfolio 0.44% 1.25% 4.25% 5.39% 8.84% 22.14% n/a
Kitchen Sink ETFdb Portfolio 0.14% -0.35% 3.00% 4.44% 9.69% 21.81% n/a
Monthly Dividend ETFdb Portfolio -0.08% -0.44% 3.42% 7.62% 11.99% 32.83% n/a
Pure Growth ETFdb Portfolio 0.30% -0.00% 5.78% 5.90% 13.12% n/a n/a
Pure Value ETFdb Portfolio 0.01% -0.30% 4.87% 6.59% 16.05% n/a n/a
RAFI ETFdb Portfolio 0.29% 0.33% 6.02% 5.92% 16.45% 32.40% 96.40%
Simple (But Effective) Safe Haven ETFdb Portfolio -0.30% -1.14% 1.54% 7.65% 9.32% 18.84% 63.56%
Small Cap ETFdb Portfolio 0.07% -0.71% 3.60% 4.61% 10.98% 24.97% n/a
The Sky Is Falling Portfolio 0.45% -0.29% -1.36% 1.15% -0.57% 1.09% n/a
Socially Responsible ETFdb Portfolio 0.11% 0.05% 4.65% 5.28% 10.96% n/a n/a
Risk On ETFdb Portfolio -0.21% 1.06% 8.02% 10.75% 19.26% n/a n/a
Consumer Centric ETFdb Portfolio -0.11% 0.69% 3.33% 4.15% 12.23% n/a n/a
Agri-Bull ETFdb Portfolio 0.05% -1.89% -1.34% 4.83% 8.43% 5.05% n/a
8% Yield ETFdb Portfolio 0.36% -0.16% 4.38% 8.58% 13.49% n/a n/a
Mining Boom ETFdb Portfolio 0.87% 3.43% 9.02% 12.99% 10.84% n/a n/a
2013 ETFdb Portfolio 0.40% 0.18% 4.58% 8.00% 11.94% n/a n/a
As Of 07-25-2014

Disclosure: No positions at time of writing.