Uptrend Holds, Correction Pressures Build

by on September 29, 2012 | ETFs Mentioned:

Our bearish suspicions from Monday’s Insider proved correct as major equity benchmarks drifted lower after a number of worrisome headlines gave investors plenty of reasons to take profits. Looming uncertainty in Europe remains a critical driver for stock markets on all fronts; worries over Spain encouraged selling  on Wednesday, only for the bulls to return the following session with a bang after the nation announced a detailed austerity plan. Despite choppy trading, domestic stock indexes remain in an uptrend, although pressures for a steeper correction continue to build amid looming uncertainties [see Free 7 Simple & Cheap All-ETF Model Portfolios].

Actionable ETF Trade Ideas

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

Long

-1.1%
FXB

Short

+0.3%
FCG

Long

-3.2%

Our picks from Monday’s Insider posted a mixed performance during a lackluster 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 VNQ: Down 1.1%

This recommendation got off to a worrisome start as shares of VNQ slid lower right from the opening bell on Monday and into Tuesday. Our position was stopped out Tuesday afternoon after VNQ slid below our stop-loss at $65 a share. This ETF went on to sink as low as $64.59 a share on Friday morning, and ultimately ended pennies just above the $65 mark.

Trade #2 Short FXB: Up 0.3%

This bearish recommendation served us well and ended up being our only profitable trade on the week. FXB failed to summit resistance at the $161 level as anticipated; shares traded higher to start off the week, although selling pressures on Friday dragged it below the $160 mark, leaving us with a minimal gain on the week.

Trade #3 Long  FCG: Down 3.2%

Profit-taking pressures in the commodity market spilled over into the equity front, and FCG struggled to charge higher throughout the week as anticipated. This trade turned sour on Thursday as selling orders hit FCG hard, knocking it below the $17.50 mark; the bears stuck around for another day and ultimately dragged FCG below our stop-loss at $17 a share, forcing us to incur another losing trade on the week.

ETFdb Portfolios

Retirement ETFdb Portfolios

Despite the broad “risk off” trade on Wall Street this week, fixed income markets posted a lackluster performance; as such, many of our bond-heavy retirement portfolios ended up in red territory. The best performing strategy on the week was the Low Volatility Portfolio while our 30 Years Til Retirement Portfolio came in last place.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio -0.06% 0.49% 3.65% 5.45% 11.19% 31.28% n/a
10 Years Til Retirement Portfolio -0.08% 0.68% 4.51% 6.51% 13.16% 34.01% 89.97%
20 Years Til Retirement Portfolio -0.10% 0.62% 5.08% 7.49% 14.69% 38.23% 103.92%
30 Years Til Retirement Portfolio -0.25% 0.52% 5.13% 7.21% 15.61% 40.19% 113.18%
Aggressive Portfolio -0.35% 0.35% 4.92% 6.50% 13.74% 27.34% n/a
Cheapskate Portfolio 0.41% 1.46% 5.28% 8.30% 15.26% n/a n/a
Low Volatility Portfolio -0.12% 0.92% 3.51% 5.02% 7.54% n/a n/a
Moderate Portfolio -0.08% 0.46% 3.88% 6.11% 11.17% 27.67% n/a
Ready To Retire ETFdb Portfolio 0.11% 0.81% 3.53% 6.07% 8.90% 24.06% 66.08%
As Of 07-21-2014
Regional ETFdb Portfolios

Our regional portfolios held their ground surprisingly well despite profit-taking pressures creeping into virtually every corner of the global market. Bullish price action in Asian markets throughout the week propelled our Asia-Centric Portfolio to the head of the pack this week, while our Easy-As-ABC Portfolio came in last place.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio -0.03% 0.65% 0.84% 8.02% 18.84% 16.50% n/a
Asia-Centric ETFdb Portfolio 0.38% 1.90% 5.96% 6.53% 10.83% 9.13% n/a
BRIC-or-Bust ETFdb Portfolio -0.24% 0.71% 7.85% 5.98% 12.13% -12.71% n/a
Easy-As-ABC ETFdb Portfolio -0.51% -0.15% 3.57% 4.09% -0.61% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio -0.06% 1.74% 5.48% 7.75% 9.84% 2.44% n/a
Euro Free Europe Portfolio -1.37% -2.60% 2.52% -0.45% 7.91% 15.14% n/a
Ex-Europe ETFdb Portfolio 0.19% 1.17% 4.78% 7.19% 12.04% 26.33% 74.88%
Ex-U.S. Portfolio -0.09% 0.79% 3.80% 5.40% 13.52% 16.27% 52.50%
Global Titans ETFdb Portfolio -0.47% -0.80% 2.39% 3.35% 11.81% 27.21% n/a
LatAm Centric ETFdb Portfolio 0.47% 1.49% 6.70% 4.38% 5.12% n/a n/a
As Of 07-21-2014
Themed ETFdb Portfolios

This was a truly frustrating week for our themed portfolios as the majority ended up in red territory. The biggest winner on the week was the Consumer-Centric Portfolio followed closely by our Better-Than-AGG Total Bond Market Portfolio; on the other hand, dividend stocks took a hit, which sank our Pure Value Portfolio into last place.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.63% 1.14% 3.73% 4.21% 7.00% n/a n/a
2012 ETFdb Portfolio 0.11% -0.24% 5.54% 7.92% 16.09% n/a n/a
AlphaDEX ETFdb Portfolio -0.36% 0.27% 3.79% 4.51% 11.87% 21.30% n/a
Alpha Seeker Portfolio 2.0 -0.51% 0.34% 4.52% 6.52% 11.33% 28.47% n/a
Baby Boomers ETFdb Portfolio -1.21% -0.49% 6.13% 7.23% 21.58% 68.66% n/a
Ben Graham 50/50 Portfolio 0.05% 0.78% 4.44% 6.36% 9.64% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio 0.10% 0.58% 2.07% 4.90% 4.73% 10.27% n/a
Black Swan Hyperinflation Portfolio -0.14% -1.31% 2.09% 6.21% 3.84% -12.23% n/a
Commodity Guru ETFdb Portfolio -0.11% -0.90% 1.39% 4.24% 5.74% -1.95% n/a
Cheapskate Hedge Fund ETFdb Portfolio -0.04% 1.98% 1.75% 2.39% 2.93% -2.47% n/a
Energy Bull ETFdb Portfolio -0.33% -2.18% 3.05% 7.48% 14.09% 16.26% n/a
Equal Weight ETFdb Portfolio -0.11% 0.53% 3.87% 6.08% 10.94% n/a n/a
Financials Free ETFdb Portfolio -0.07% -0.51% 2.87% 6.84% 14.31% 32.62% 85.60%
Futures Free Commodity ETFdb Portfolio -0.24% 0.13% 2.42% 4.69% 6.46% -17.75% n/a
GLD-Free Gold Bug ETFdb Portfolio 0.57% 1.53% 9.67% 22.23% 8.53% -31.88% n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.61% 1.69% 4.50% 8.63% n/a n/a n/a
High-Tax Bracket ETF Portfolio 0.04% 0.10% 3.34% 5.57% 11.89% 25.54% 73.79%
High Tech ETFdb Portfolio 0.35% 1.76% 10.23% 11.10% 23.93% n/a n/a
High Yield ETFdb Portfolio -0.17% 0.23% 4.12% 7.12% 12.47% 39.95% 103.05%
King Dollar ETFdb Portfolio 0.11% 0.58% 3.16% 4.75% 7.82% 21.76% n/a
Kitchen Sink ETFdb Portfolio -0.48% -0.36% 2.53% 4.11% 9.41% 22.36% n/a
Monthly Dividend ETFdb Portfolio -0.15% 0.06% 3.28% 7.59% 11.82% 33.74% n/a
Pure Growth ETFdb Portfolio -1.09% -0.04% 4.07% 5.28% 12.38% n/a n/a
Pure Value ETFdb Portfolio -0.43% -0.44% 4.06% 6.23% 16.25% n/a n/a
RAFI ETFdb Portfolio -0.26% -0.11% 4.40% 5.51% 16.96% 34.28% 103.65%
Simple (But Effective) Safe Haven ETFdb Portfolio 0.00% -0.69% 2.40% 7.91% 10.37% 20.39% 67.55%
Small Cap ETFdb Portfolio -0.67% -0.44% 2.59% 4.35% 11.35% 25.81% n/a
The Sky Is Falling Portfolio 0.42% -0.29% -1.25% 1.00% -0.87% 1.36% n/a
Socially Responsible ETFdb Portfolio -0.00% 0.25% 4.28% 5.16% 10.80% n/a n/a
Risk On ETFdb Portfolio -0.75% 0.42% 6.89% 10.47% 20.53% n/a n/a
Consumer Centric ETFdb Portfolio -0.56% 1.37% 2.28% 4.04% 12.32% n/a n/a
Agri-Bull ETFdb Portfolio -0.41% -2.41% -1.03% 4.48% 7.24% 6.30% n/a
8% Yield ETFdb Portfolio -0.43% -0.23% 3.42% 8.03% 13.07% n/a n/a
Mining Boom ETFdb Portfolio -0.02% 2.24% 8.29% 12.11% 12.40% n/a n/a
2013 ETFdb Portfolio -0.03% 0.04% 3.69% 7.71% 10.79% n/a n/a
As Of 07-21-2014

Disclosure: No positions at time of writing.