U.S. Bull Market Hits All-Time Highs

by on May 4, 2013 | ETFs Mentioned:

The bulls set a record this week on Wall Street as the S&P 500 Index hit all-time highs of 1,618 on Friday following the release of April’s upbeat jobs report. New buyers eagerly stepped in and helped carry major equity benchmarks past historical resistance levels as payroll data surpassed expectations and the unemployment rate ticked down to 7.5% [Download 101 ETF Lessons Every Financial Advisor Should Learn].

Actionable ETF Trade Ideas

Our picks from Monday’s Insider posted great performance results because our cautiously bullish suspicions were well timed. 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
XLI

Short

Down Arrow -1.4%
EWC

Long

Up Arrow +2.5%
RSP

Long

Up Arrow +1.9%

Trade #1 Short XLI: Down 1.4%

This defensive recommendation was mistimed, despite our fundamental analysis being correct. ISM Manufacturing data from this week came in just barely above expectations, affirming our belief that the industrial sector has been showing signs of a slowdown. However, XLI managed to keep afloat above $41 a share all week and even took part in Friday’s broad-based rally. We exited this position on Friday as XLI hit our outlined stop-loss at $42 a share, leaving us with a minor loss on the week.

Trade #2 Long EWC: Up 2.5%

This recommendation panned out as expected after EWC was able to hold its head above $27.50 a share, which opened up the doors to new buyers and helped push it over the $28 level. EWC managed to pop above its 200-day moving average on Friday, although profit taking pressures did erase some of the gains accumulated earlier in the week; nonetheless, this trade still ended up in green territory with a solid 2.5% gain.

Trade #3 Long RSP: Up 1.9%

This trade turned out for the best, as RSP was able to hold support above $60 a share and gather enough steam to break past resistance after Friday’s upbeat employment report. Bullish euphoria resonated among all corners of the stock market on Friday, which helped carry this equal-weighted ETF higher and lock-in a solid gain of nearly 2% for the week.

ETFdb Portfolios

Retirement ETFdb Portfolios

Our retirement strategies fared well this week with the strongest gains coming out of the 20 Years Til Retirement and Cheapskate Portfolios. Year-to-date, the best performing strategy remains the 30 Years Til Retirement Portfolio while the conservative Ready To Retire Portfolio is still the laggard.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 1.97% -0.01% -0.26% 5.34% 7.65% 38.09% 61.38%
10 Years Til Retirement Portfolio 2.32% -0.29% -1.12% 5.56% 7.94% 42.12% 66.25%
20 Years Til Retirement Portfolio 2.66% -0.08% -1.47% 6.26% 9.44% 48.98% 75.22%
30 Years Til Retirement Portfolio 3.01% -0.44% -1.91% 5.50% 8.28% 52.48% 81.02%
Aggressive Portfolio 2.28% -1.76% -4.06% 2.55% 3.89% 37.36% n/a
Cheapskate Portfolio 0.77% 0.84% 1.72% 6.33% 10.76% n/a n/a
Low Volatility Portfolio 1.16% 0.36% -0.74% 4.20% 4.05% 25.66% n/a
Moderate Portfolio 1.74% 0.00% -1.48% 4.81% 5.92% 34.78% n/a
Ready To Retire ETFdb Portfolio 1.22% 0.68% -0.10% 6.13% 6.68% 27.86% 50.82%
As Of 10-24-2014
Regional ETFdb Portfolios

Stimulus hopes in Europe bolstered the Euro Free Europe Portfolio to the top of the performances list this week after policymakers overseas cut interest rates in an effort to stimulate the region’s sluggish economy. Year-to-date, the best performing strategy remains the Global Titans Portfolio while the laggard is still the Africa-Centric Portfolio.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 1.84% -3.81% -7.61% 2.28% 2.50% 23.57% n/a
Asia-Centric ETFdb Portfolio 1.74% -0.75% -3.43% 3.70% 3.79% 21.07% n/a
BRIC-or-Bust ETFdb Portfolio -0.86% -3.65% -5.81% 0.04% -0.55% -0.91% n/a
Easy-As-ABC ETFdb Portfolio -0.97% -1.94% -4.74% -2.42% -10.05% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.84% -1.90% -5.69% 2.38% -0.37% 12.16% n/a
Euro Free Europe Portfolio 2.22% -4.25% -8.48% -8.31% -7.63% 20.08% n/a
Ex-Europe ETFdb Portfolio 1.71% -0.66% -2.35% 5.07% 5.92% 32.80% 52.92%
Ex-U.S. Portfolio 1.52% -1.88% -5.83% -0.18% -0.24% 25.28% 25.51%
Global Titans ETFdb Portfolio 2.07% -2.07% -4.00% -0.47% 0.94% 33.36% n/a
LatAm Centric ETFdb Portfolio -1.12% -4.83% -9.54% -6.88% -10.91% n/a n/a
As Of 10-24-2014
Themed ETFdb Portfolios

Our themed strategies fared well across the board with the High Tech Portfolio taking the lead on the week after several bellwether companies lifted the outlook for this sector. Year-to-date, the Baby Boomers Portfolio remains at the top of the performance list while the GLD-Free Gold Bug Portfolio is still by far the worst performer with double-digit losses.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 1.37% -0.89% -3.22% 1.49% 2.28% n/a n/a
2012 ETFdb Portfolio 2.88% -2.00% -4.80% 2.78% 5.40% n/a n/a
AlphaDEX ETFdb Portfolio 2.16% -2.03% -5.07% -0.36% 0.95% 30.57% n/a
Alpha Seeker Portfolio 2.0 2.03% -0.12% 0.45% 6.21% 8.92% 39.75% n/a
Baby Boomers ETFdb Portfolio 4.08% 0.53% 3.10% 10.54% 18.53% 91.18% n/a
Ben Graham 50/50 Portfolio 0.74% 0.06% -0.86% 4.35% 5.61% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio -0.12% 0.76% -0.42% 4.68% 3.06% 9.34% n/a
Black Swan Hyperinflation Portfolio 0.72% -3.52% -10.45% -5.42% -8.81% -12.37% 2.70%
Commodity Guru ETFdb Portfolio 0.92% -2.10% -7.33% -3.13% -4.01% 2.91% n/a
Cheapskate Hedge Fund ETFdb Portfolio 0.36% -1.05% -1.07% 1.22% 0.91% 1.41% n/a
Energy Bull ETFdb Portfolio 2.00% -6.37% -11.16% -4.58% -3.62% 15.56% n/a
Equal Weight ETFdb Portfolio 1.09% 0.04% -0.24% 4.64% 5.63% n/a n/a
Financials Free ETFdb Portfolio 1.80% -0.65% -2.46% 4.37% 6.07% 32.06% 61.24%
Futures Free Commodity ETFdb Portfolio 1.28% -3.71% -11.11% -6.39% -9.70% -14.46% n/a
GLD-Free Gold Bug ETFdb Portfolio -1.30% -2.97% -14.24% 2.16% -11.08% -37.71% n/a
Greedy When Others Are Fearful ETFdb Portfolio 1.05% 1.35% 1.79% 7.97% n/a n/a n/a
High-Tax Bracket ETF Portfolio 1.94% -1.00% -1.39% 4.50% 6.00% 35.00% 53.59%
High Tech ETFdb Portfolio 3.35% -0.02% 5.02% 10.61% 16.59% n/a n/a
High Yield ETFdb Portfolio 2.09% 0.44% -1.40% 5.92% 6.80% 43.98% 72.59%
King Dollar ETFdb Portfolio 1.43% -0.81% 0.10% 5.47% 6.32% 27.67% n/a
Kitchen Sink ETFdb Portfolio 1.44% -1.77% -4.16% 0.27% 1.63% 27.22% n/a
Monthly Dividend ETFdb Portfolio 1.53% 1.09% -0.45% 7.06% 7.35% 37.24% n/a
Pure Growth ETFdb Portfolio 2.03% -1.36% -3.55% 2.30% 3.53% n/a n/a
Pure Value ETFdb Portfolio 2.09% -1.54% -3.98% 2.35% 5.08% n/a n/a
RAFI ETFdb Portfolio 2.28% -3.04% -6.23% -0.72% 2.12% 45.29% 55.76%
Simple (But Effective) Safe Haven ETFdb Portfolio 1.60% 1.19% -2.70% 4.81% 2.16% 18.20% 45.26%
Small Cap ETFdb Portfolio 1.73% -1.38% -4.67% -0.36% 0.67% 37.03% n/a
The Sky Is Falling Portfolio -0.86% 0.88% -1.33% -0.79% -3.12% 1.23% 18.59%
Socially Responsible ETFdb Portfolio 1.23% -0.30% 0.04% 3.76% 6.96% n/a n/a
Risk On ETFdb Portfolio 2.31% -2.88% -6.46% 1.07% 2.17% n/a n/a
Consumer Centric ETFdb Portfolio 1.29% -0.19% -3.20% 0.98% 2.03% n/a n/a
Agri-Bull ETFdb Portfolio 2.81% 0.84% -4.42% 0.34% -0.07% 10.51% n/a
8% Yield ETFdb Portfolio 2.07% -0.26% -4.65% 3.46% 2.87% n/a n/a
Mining Boom ETFdb Portfolio 0.13% -3.23% -14.40% -4.07% -10.32% n/a n/a
2013 ETFdb Portfolio 2.35% -1.90% -3.19% 4.47% 3.60% 47.08% n/a
As Of 10-24-2014

Disclosure: No positions at time of writing.