Bulls Break Down The Gates

by on January 5, 2013 | ETFs Mentioned:

Saying that 2013 is off to a good start would be a huge understatement. As policymakers passed a bill steering clear of the much-feared cliff, equity markets reacted with great euphoria; buying pressures at home ignited a stock market rally around the globe, serving as a great jolt to investors’ confidence at the start of the new year [see Free 7 Simple & Cheap All- ETF Model Portfolios].

Actionable ETF Trade Ideas

Our picks from Monday’s Insider posted very green performance results for the most part as the fiscal cliff aversion invited the bulls onto 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 50 all-ETF model portfolios].

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

Long

+5.2%
GLD

Long

-0.6%
FXA

Long

+0.9%

Trade #1 Long RSP: Up 5.2%

This recommendation kicked off the week on a very bullish note as policymakers in Washington D.C. managed to lift investors’ spirits on New Year’s eve. RSP continued its rise into 2013 and record buying volumes bolstered this ETF higher on Thursday; this is particularly bullish seeing as buyers were still eager to step in even after the Fed hinted at stopping some of it stimulus measures in 2013. This ETF charged higher right up to the closing bell on Friday, leaving us with a handsome profit on the week.

Trade #2 Long GLD: Down 0.6%

This defensive recommendation proved to be quite unnecessary in retrospect; avoiding the fiscal cliff sent investors running away from safe havens in search of more lucrative returns, which boded well for equities and resulted in profit-taking pressures for gold. Our stop-loss at $160 a share was triggered on Friday as gold futures fell for a second day in a row, however, this left us with only a minor loss on the week.

Trade #3 Long FXA: Up 0.9%

The Aussie dollar rose alongside equities at the start of the week as “risk on” sentiment carried over into the currency market. Unlike RSP however, this ETF failed to hold above the gap and profit-taking pressures crept in on Thursday and Friday, leeching away some of the profits accumulated earlier in the week. Nonetheless, FXA ended up in green territory for the week and left us with a small gain.

ETFdb Portfolios

Retirement ETFdb Portfolios

This was truly a week to own stocks as made apparent by the various performances posted in our retirement group. Our equity-heavy 30 Years Til Retirement Portfolio surged ahead while, not surprisingly, our more conservative Low Volatility Portfolio lagged behind.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 0.16% 0.37% 4.10% 5.63% 11.43% 33.22% n/a
10 Years Til Retirement Portfolio 0.30% 0.73% 5.21% 6.85% 13.57% 36.10% 85.25%
20 Years Til Retirement Portfolio 0.36% 0.74% 5.82% 7.88% 15.25% 40.54% 97.89%
30 Years Til Retirement Portfolio 0.38% 0.69% 6.23% 7.63% 16.05% 42.98% 106.41%
Aggressive Portfolio 0.34% 0.56% 6.20% 6.87% 14.03% 29.23% n/a
Cheapskate Portfolio 0.69% 1.61% 5.71% 8.58% 15.58% n/a n/a
Low Volatility Portfolio 0.23% 0.98% 3.61% 5.27% 7.72% n/a n/a
Moderate Portfolio 0.26% 0.40% 4.56% 6.40% 11.60% 29.43% n/a
Ready To Retire ETFdb Portfolio 0.19% 0.62% 3.82% 6.29% 9.42% 25.38% 63.13%
As Of 07-28-2014
Regional ETFdb Portfolios

“Risk on” sentiment was strong all around the globe and each of our regional strategies posted gains. Our BRIC-Or-Bust ETFdb Portfolio turned in the best performance while our Global Titans ETFdb Portfolio came in at the bottom of the barrel.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 2.25% 3.49% 3.58% 10.66% 21.02% 19.89% n/a
Asia-Centric ETFdb Portfolio 1.25% 2.25% 8.28% 7.77% 12.22% 10.14% n/a
BRIC-or-Bust ETFdb Portfolio 0.20% 0.03% 9.09% 6.14% 11.31% -12.55% n/a
Easy-As-ABC ETFdb Portfolio -0.12% -0.14% 3.93% 4.36% -1.04% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.81% 2.20% 7.73% 8.61% 10.20% 2.97% n/a
Euro Free Europe Portfolio -0.00% -1.88% 2.33% -0.40% 7.66% 15.39% n/a
Ex-Europe ETFdb Portfolio 0.61% 1.44% 5.66% 7.85% 12.90% 28.34% 70.85%
Ex-U.S. Portfolio 0.83% 1.09% 5.24% 6.24% 13.79% 17.16% 49.66%
Global Titans ETFdb Portfolio 0.29% -0.33% 2.81% 3.61% 12.06% 27.57% n/a
LatAm Centric ETFdb Portfolio 0.54% 1.97% 7.67% 4.62% 4.12% n/a n/a
As Of 07-28-2014
Themed ETFdb Portfolios

An overwhelming majority of our themed strategies posted gains as improving investors’ confidence boded well for a number of asset classes. Our Mining Boom ETFdb Portfolio gained upwards of four points despite gold’s sluggish performance with our High-Tech ETFdb Portfolio trailing closely behind. Among the worst performing strategies were the Better-Than-AGG Total Bond Market ETFdb Portfolio and our Sky Is Falling Portfolio.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.38% 1.31% 4.35% 4.58% 7.82% n/a n/a
2012 ETFdb Portfolio 0.31% -0.47% 6.75% 8.15% 16.28% n/a n/a
AlphaDEX ETFdb Portfolio 0.49% 0.22% 4.99% 5.02% 12.33% 23.21% n/a
Alpha Seeker Portfolio 2.0 -0.30% 0.12% 5.10% 6.63% 11.80% 30.56% n/a
Baby Boomers ETFdb Portfolio 0.29% -0.27% 7.03% 7.84% 21.51% 73.70% n/a
Ben Graham 50/50 Portfolio 0.02% 0.78% 4.56% 6.47% 10.07% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio 0.01% 0.08% 2.06% 4.91% 5.05% 10.30% n/a
Black Swan Hyperinflation Portfolio -0.17% -1.50% 1.73% 6.05% 3.38% -12.35% n/a
Commodity Guru ETFdb Portfolio 0.16% -0.45% 1.72% 4.42% 6.55% -1.99% n/a
Cheapskate Hedge Fund ETFdb Portfolio -0.12% 0.59% 1.98% 2.25% 2.96% -2.50% n/a
Energy Bull ETFdb Portfolio 0.30% -1.58% 4.04% 7.81% 15.03% 17.74% n/a
Equal Weight ETFdb Portfolio 0.34% 0.08% 4.91% 6.36% 11.36% n/a n/a
Financials Free ETFdb Portfolio 0.25% -0.10% 2.89% 7.11% 14.38% 33.49% 80.97%
Futures Free Commodity ETFdb Portfolio 0.54% 0.58% 3.50% 5.23% 6.45% -17.53% n/a
GLD-Free Gold Bug ETFdb Portfolio -0.66% -0.75% 7.31% 21.23% 2.63% -32.27% n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.97% 2.04% 5.18% 9.17% n/a n/a n/a
High-Tax Bracket ETF Portfolio 0.32% 0.03% 4.23% 5.91% 12.07% 27.37% 70.29%
High Tech ETFdb Portfolio 0.67% 1.60% 11.66% 11.30% 23.68% n/a n/a
High Yield ETFdb Portfolio 0.21% 0.02% 4.22% 7.35% 12.85% 42.06% 96.88%
King Dollar ETFdb Portfolio 0.65% 1.30% 4.28% 5.42% 8.90% 23.35% n/a
Kitchen Sink ETFdb Portfolio 0.15% -0.41% 2.97% 4.41% 9.94% 23.70% n/a
Monthly Dividend ETFdb Portfolio 0.10% -0.39% 3.37% 7.70% 12.06% 35.68% n/a
Pure Growth ETFdb Portfolio 0.27% -0.48% 5.64% 5.57% 13.05% n/a n/a
Pure Value ETFdb Portfolio 0.43% 0.22% 4.60% 6.69% 16.50% n/a n/a
RAFI ETFdb Portfolio 0.37% 0.29% 5.70% 5.91% 16.91% 36.84% 94.41%
Simple (But Effective) Safe Haven ETFdb Portfolio -0.01% -1.23% 1.41% 7.91% 9.52% 20.38% 63.80%
Small Cap ETFdb Portfolio 0.08% -1.26% 3.64% 4.45% 11.15% 27.52% n/a
The Sky Is Falling Portfolio 0.08% -0.37% -1.27% 1.08% -0.53% 2.00% n/a
Socially Responsible ETFdb Portfolio 0.17% -0.08% 4.45% 5.20% 10.90% n/a n/a
Risk On ETFdb Portfolio 0.29% 1.24% 7.76% 11.02% 19.51% n/a n/a
Consumer Centric ETFdb Portfolio -0.07% 0.63% 3.10% 4.08% 12.37% n/a n/a
Agri-Bull ETFdb Portfolio 0.45% -1.53% -1.25% 4.89% 8.89% 7.00% n/a
8% Yield ETFdb Portfolio 0.60% 0.12% 4.28% 8.67% 13.66% n/a n/a
Mining Boom ETFdb Portfolio 1.29% 3.34% 9.96% 13.51% 10.70% n/a n/a
2013 ETFdb Portfolio 0.12% -0.14% 4.26% 7.84% 12.16% n/a n/a
As Of 07-28-2014

Disclosure: No positions at time of writing.