Euphoria Finally Simmers

by on February 16, 2013 | ETFs Mentioned:

Buying euphoria cooled off last week, although not enough to invite serious profit-taking pressures. The ongoing rally on Wall Street continues to frustrate bears as major equity indexes remain resilient, managing to either hold their ground or advance higher even in the face of lackluster economic news [see Free 7 Simple & Cheap All- ETF Model Portfolios].

Actionable ETF Trade Ideas

Our picks from Monday’s Insider posted solid performance results even though broad-based equity benchmarks drifted sideways. 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 50 all-ETF model portfolios].

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

Long

+1.0%
USO

Long

+0.5%
EWM

Long

+0.4%

Trade #1 Long GXC: Up 1.0%

This fund got off to a rocky start this week, managing to drift a bit lower on Monday morning. Nonetheless, GXC regained its footing in the following days and resumed its uptrend within the price channel as we had anticipated. Although this ETF did not rebound as strongly as we had predicted, it still finished off the week in solid green territory.

Trade #2 Long USO: Up 0.5%

This pick got off to an explosive start after USO staged a solid rally on the first trading day of the week. Buying pressures spilled over into Tuesday, and USO managed to settle past the $35 level without breaking a sweat. This fund drifted sideways during the second half of the week and profit-taking pressures on Friday unfortunately wiped out nearly all of our gains.

Trade #3 Long EWM: Up 0.4%

This recommendation rebounded off support as anticipated early in the week; however, profit-taking pressures resurfaced as EWM neared its 200-day moving average on Wednesday. This ETF failed to move past its 200-day moving average as shares settled just shy of the $14.50 level on Friday afternoon, leaving us with a small gain on the week.

ETFdb Portfolios

Retirement ETFdb Portfolios

Our bond-heavy retirement portfolios fared surprisingly well in the face of ongoing equity market euphoria. For the trailing month, our 30 Years Til Retirement Portfolio sits at the top of the list from a performance perspective, trailing right behind our slightly more conservative 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 0.80% 0.34% 1.37% 1.53% 11.84% 27.65% n/a
10 Years Til Retirement Portfolio 0.96% 1.08% 1.90% 1.79% 12.72% 29.21% 99.91%
20 Years Til Retirement Portfolio 1.11% 1.43% 2.32% 2.22% 14.27% 32.44% 117.08%
30 Years Til Retirement Portfolio 1.20% 1.25% 2.20% 1.86% 16.41% 34.22% 127.94%
Aggressive Portfolio 0.80% 2.54% 2.23% 1.54% 11.82% 21.37% n/a
Cheapskate Portfolio 0.60% 3.22% 5.40% 6.90% 13.30% n/a n/a
Low Volatility Portfolio 0.77% 2.65% 2.51% 1.58% 3.64% n/a n/a
Moderate Portfolio 0.70% 1.24% 1.79% 1.99% 9.92% 24.29% n/a
Ready To Retire ETFdb Portfolio 0.53% 1.02% 1.86% 2.33% 6.09% 21.98% 69.87%
As Of 04-17-2014
Regional ETFdb Portfolios

Among our regional strategies, the Euro Free Europe Portfolio is leading the way for the last month by a fairly wide margin; on the other end of the spectrum is our Emerging & Frontier Markets Portfolio, which is sitting in negative territory over this same time frame.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 0.79% 3.63% 6.73% 6.27% 19.16% 11.47% n/a
Asia-Centric ETFdb Portfolio 0.58% 4.53% 1.62% 0.50% 1.13% 3.50% n/a
BRIC-or-Bust ETFdb Portfolio -0.05% 5.64% 0.89% -1.07% -1.48% -21.73% n/a
Easy-As-ABC ETFdb Portfolio -0.54% 2.39% 4.63% 1.76% -7.41% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.12% 5.95% 4.12% 2.61% -1.70% -2.70% n/a
Euro Free Europe Portfolio 0.83% 2.75% -1.89% -2.45% 10.91% 9.55% n/a
Ex-Europe ETFdb Portfolio 0.78% 1.97% 2.21% 2.13% 8.93% 21.97% 84.01%
Ex-U.S. Portfolio 0.35% 3.29% 2.11% 1.59% 9.16% 10.61% 75.55%
Global Titans ETFdb Portfolio 0.46% 1.53% 1.10% 0.90% 14.14% n/a n/a
LatAm Centric ETFdb Portfolio -0.23% 4.39% 3.50% -1.52% -7.03% n/a n/a
As Of 04-17-2014
Themed ETFdb Portfolios

For the trailing month our High Tech Portfolio sits at the top of the performance list followed by our Energy Bull Portfolio. Bullish price action on the equity front hasn’t resonated too well with commodities and, as such, the GLD-Free Gold Bug Portfolio and Mining Bug Portfolio are among the worst-performing strategies.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.52% 1.23% 0.67% 0.45% 4.41% n/a n/a
2012 ETFdb Portfolio 0.92% 2.22% 2.49% 2.06% 12.47% n/a n/a
AlphaDEX ETFdb Portfolio 0.42% 1.03% 0.92% 0.63% 11.79% n/a n/a
Alpha Seeker Portfolio 2.0 0.51% -0.25% 2.55% 2.58% 12.73% 25.32% n/a
Baby Boomers ETFdb Portfolio 0.11% -4.05% -1.13% 0.87% 24.34% 61.89% n/a
Ben Graham 50/50 Portfolio 0.62% 2.32% 2.78% 3.02% 5.56% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio -0.22% 1.36% 2.07% 2.68% -1.33% n/a n/a
Black Swan Hyperinflation Portfolio 0.13% 0.62% 3.74% 3.87% 3.93% -12.78% n/a
Commodity Guru ETFdb Portfolio 0.55% 3.20% 4.31% 3.02% 4.41% -5.08% n/a
Cheapskate Hedge Fund ETFdb Portfolio 0.06% 0.80% 1.73% 0.63% 1.58% n/a n/a
Energy Bull ETFdb Portfolio 2.50% 5.50% 7.48% 4.46% 18.76% 11.02% n/a
Equal Weight ETFdb Portfolio 0.22% 1.17% 3.40% 3.45% 10.72% n/a n/a
Financials Free ETFdb Portfolio 0.84% 2.28% 3.77% 3.72% 13.35% 29.52% 103.60%
Futures Free Commodity ETFdb Portfolio 0.17% 2.97% 2.54% 2.22% 3.80% -21.51% n/a
GLD-Free Gold Bug ETFdb Portfolio -3.04% -5.94% 5.56% 11.43% -7.87% -32.15% n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.40% 2.87% 4.62% 6.77% n/a n/a n/a
High-Tax Bracket ETF Portfolio 0.76% 0.16% 1.19% 1.99% 10.69% 23.34% 88.53%
High Tech ETFdb Portfolio 0.69% -1.23% 4.38% 6.26% 26.34% n/a n/a
High Yield ETFdb Portfolio 1.00% 2.68% 3.02% 2.82% 10.97% 35.88% 114.50%
King Dollar ETFdb Portfolio 0.68% 1.54% 1.02% 1.35% 5.58% n/a n/a
Kitchen Sink ETFdb Portfolio 0.45% 0.77% 1.34% 1.38% 9.83% n/a n/a
Monthly Dividend ETFdb Portfolio 0.73% 1.73% 3.89% 4.06% 9.22% n/a n/a
Pure Growth ETFdb Portfolio 0.90% 0.26% 1.52% 1.11% 11.23% n/a n/a
Pure Value ETFdb Portfolio 1.19% 2.03% 3.03% 2.13% 20.15% n/a n/a
RAFI ETFdb Portfolio 1.12% 2.46% 1.68% 0.90% 21.66% 26.21% 131.56%
Simple (But Effective) Safe Haven ETFdb Portfolio 0.38% 2.39% 5.03% 5.51% 5.99% 20.07% 86.40%
Small Cap ETFdb Portfolio 0.29% -0.31% 0.63% 1.59% 13.29% n/a n/a
The Sky Is Falling Portfolio -0.10% 0.58% 2.53% 2.28% -1.87% 0.54% n/a
Socially Responsible ETFdb Portfolio 0.29% 0.43% 3.12% 2.37% 8.96% n/a n/a
Risk On ETFdb Portfolio 0.39% 3.77% 4.38% 5.71% 15.95% n/a n/a
Consumer Centric ETFdb Portfolio 0.10% 2.92% 2.34% 1.53% 13.29% n/a n/a
Agri-Bull ETFdb Portfolio 1.07% 1.52% 6.42% 6.44% 11.95% 3.67% n/a
8% Yield ETFdb Portfolio 0.62% 3.11% 4.43% 4.37% 7.82% n/a n/a
Mining Boom ETFdb Portfolio -0.81% 2.88% 3.20% 3.90% -2.00% n/a n/a
2013 ETFdb Portfolio 1.50% 2.70% 3.76% 3.65% 9.33% n/a n/a
As Of 04-17-2014

Disclosure: No positions at time of writing.