Say Hello To 5-Year Highs

by on February 2, 2013 | ETFs Mentioned:

Major equity indexes relentlessly pushed higher throughout the week with the Dow Jones Industrial Average and S&P 500 both tallying big gains for January as well as setting fresh five-year highs. Bullish momentum kicked off the trading week after durable goods order data blew right past analyst expectations, helping to add fundamental fuel to the ongoing rally. Profit-taking pressures did creep in, however, after GDP data missed the mark as cuts in government spending took their toll on economic output [see Free 7 Simple & Cheap All- ETF Model Portfolios].

Actionable ETF Trade Ideas

Our picks from Monday’s Insider posted disappointing performance results relative to broad equity benchmarks as our defensive intentions were mistimed. 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
EEM

Short

-1.1%
GLD

Short

-1.7%
VGT

Long

+0.8%

Trade #1 Short EEM: Down 1.1%

This recommendation got off to an encouraging start after EEM seemingly broke below support at $44 a share on Monday. However, our bearish suspicions proved incorrect as EEM was able to regain its footing the following day and settle above the $44 level. This ETF traded sideways for the remainder of the week and made a brief run higher on Friday, leaving us with a small, but frustrating, loss on the week. 

Trade #2 Short GLD: Down 1.7%

This recommendation turned against us quite early in the week as gold surprisingly traded higher alongside major equity indexes. Although GLD remains within our downward sloping channel, this ETF peaked just barely above our outlined stop-loss at $163 a share, forcing us to exit the trade on Wednesday with a small loss. 

Trade #3 Long VGT: Up 0.8%

This recommendation traded sideways for virtually the entire week, managing to end just above Monday’s opening price as Friday’s closing bell rang. From a longer-term perspective, VGT still looks attractive as it has managed to hold above its 200-day moving average. 

ETFdb Portfolios

Retirement ETFdb Portfolios

Our retirement portfolios all settled into green territory as the first month of 2013 drew to a close. Our 30 Years Til Retirement Portfolio has turned in the best performance over the past four weeks with our 20 Years Til Retirement strategy trailing closely behind. 

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 1.67% -1.25% -1.35% 4.42% 6.54% 36.60% 59.31%
10 Years Til Retirement Portfolio 1.82% -1.95% -2.48% 4.38% 6.36% 40.28% 63.54%
20 Years Til Retirement Portfolio 2.28% -1.88% -3.01% 4.97% 7.67% 47.01% 72.78%
30 Years Til Retirement Portfolio 2.47% -2.63% -3.70% 3.95% 6.17% 50.10% 77.64%
Aggressive Portfolio 1.90% -3.75% -5.46% 1.40% 2.07% 35.64% n/a
Cheapskate Portfolio 0.60% 0.27% 1.46% 6.08% 10.17% n/a n/a
Low Volatility Portfolio 1.04% -0.80% -1.57% 3.52% 3.09% 24.75% n/a
Moderate Portfolio 1.33% -1.32% -2.56% 3.92% 4.70% 33.39% n/a
Ready To Retire ETFdb Portfolio 0.95% -0.04% -0.72% 5.60% 5.99% 26.97% 49.42%
As Of 10-22-2014
Regional ETFdb Portfolios

Monthly performances across our regional portfolios were a bit more diverse. Our Euro Free Europe and Global Titans Portfolio turned in solid gains upwards of 2% each on the month, while our Africa-Centric and Emerging & Frontier Markets Portfolio sank into red territory. 

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 1.72% -4.76% -7.58% 2.03% 1.38% 23.20% n/a
Asia-Centric ETFdb Portfolio 1.23% -2.23% -4.20% 3.05% 1.79% 20.23% n/a
BRIC-or-Bust ETFdb Portfolio -0.96% -5.57% -6.68% -0.73% -2.98% -1.63% n/a
Easy-As-ABC ETFdb Portfolio -0.38% -2.90% -5.28% -2.64% -10.89% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.59% -3.49% -6.11% 1.93% -1.82% 11.63% n/a
Euro Free Europe Portfolio 2.39% -6.95% -9.82% -9.52% -8.74% 18.38% n/a
Ex-Europe ETFdb Portfolio 1.36% -1.93% -3.33% 4.20% 4.59% 31.49% 51.00%
Ex-U.S. Portfolio 1.30% -3.43% -6.66% -0.91% -1.63% 24.31% 23.90%
Global Titans ETFdb Portfolio 1.97% -3.31% -5.03% -1.23% -0.04% 32.19% n/a
LatAm Centric ETFdb Portfolio -1.46% -5.99% -10.06% -7.40% -12.18% n/a n/a
As Of 10-22-2014
Themed ETFdb Portfolios

From a year-to-date performance perspective, our Risk On and Baby Boomers Portfolio are at the top of the list; among our worst performing strategies are the GLD-Free Gold Bug Portfolio as well as the Mining Boom Portfolio

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 1.68% -2.41% -3.28% 1.25% 1.55% n/a n/a
2012 ETFdb Portfolio 2.76% -4.16% -6.20% 1.46% 3.73% n/a n/a
AlphaDEX ETFdb Portfolio 1.62% -3.62% -6.28% -1.32% -0.43% 29.17% n/a
Alpha Seeker Portfolio 2.0 1.94% -1.39% -0.72% 5.24% 9.44% 38.18% n/a
Baby Boomers ETFdb Portfolio 3.40% -2.40% 0.40% 8.24% 16.22% 86.97% n/a
Ben Graham 50/50 Portfolio 0.54% -0.79% -1.29% 3.91% 4.95% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio -0.01% 0.84% -0.29% 4.85% 3.39% 9.51% n/a
Black Swan Hyperinflation Portfolio 0.67% -4.45% -10.82% -5.88% -9.77% -12.97% 1.44%
Commodity Guru ETFdb Portfolio 1.00% -3.35% -8.04% -3.73% -5.29% 2.22% n/a
Cheapskate Hedge Fund ETFdb Portfolio 1.13% -1.00% -0.99% 1.46% 2.31% 1.61% n/a
Energy Bull ETFdb Portfolio 2.98% -8.24% -12.58% -5.80% -5.40% 14.02% n/a
Equal Weight ETFdb Portfolio 1.15% -0.71% -0.79% 4.22% 4.81% n/a n/a
Financials Free ETFdb Portfolio 1.55% -1.94% -3.41% 3.55% 5.01% 30.88% 58.81%
Futures Free Commodity ETFdb Portfolio 1.20% -4.78% -11.75% -6.85% -10.54% -15.02% n/a
GLD-Free Gold Bug ETFdb Portfolio -1.30% -2.77% -13.37% 2.79% -9.28% -37.31% n/a
Greedy When Others Are Fearful ETFdb Portfolio 1.33% 0.75% 1.43% 7.68% n/a n/a n/a
High-Tax Bracket ETF Portfolio 1.50% -2.45% -2.53% 3.59% 5.88% 33.56% 51.44%
High Tech ETFdb Portfolio 2.56% -2.20% 2.84% 8.85% 14.50% n/a n/a
High Yield ETFdb Portfolio 1.87% -0.94% -2.65% 4.97% 5.54% 42.47% 70.35%
King Dollar ETFdb Portfolio 1.41% -1.55% -0.47% 4.84% 5.24% 26.69% n/a
Kitchen Sink ETFdb Portfolio 1.62% -2.98% -4.98% -0.51% 0.83% 26.15% n/a
Monthly Dividend ETFdb Portfolio 1.88% 0.22% -1.35% 6.44% 6.92% 36.37% n/a
Pure Growth ETFdb Portfolio 2.44% -3.05% -4.67% 1.37% 2.44% n/a n/a
Pure Value ETFdb Portfolio 1.66% -3.29% -5.36% 1.48% 3.61% n/a n/a
RAFI ETFdb Portfolio 1.73% -5.31% -7.84% -2.10% 0.11% 43.17% 52.28%
Simple (But Effective) Safe Haven ETFdb Portfolio 1.44% 0.00% -3.59% 4.21% 1.42% 17.33% 43.26%
Small Cap ETFdb Portfolio 1.83% -2.76% -5.73% -1.09% 0.04% 35.85% n/a
The Sky Is Falling Portfolio -0.33% 1.67% -0.45% -0.49% -3.12% 0.81% 17.89%
Socially Responsible ETFdb Portfolio 0.95% -1.27% -0.73% 3.17% 6.34% n/a n/a
Risk On ETFdb Portfolio 1.29% -4.79% -7.42% -0.19% 0.60% n/a n/a
Consumer Centric ETFdb Portfolio 1.48% -1.39% -3.80% 0.32% 1.81% n/a n/a
Agri-Bull ETFdb Portfolio 1.91% -0.93% -5.62% -0.85% -1.54% 9.11% n/a
8% Yield ETFdb Portfolio 2.16% -1.84% -5.67% 2.63% 2.35% n/a n/a
Mining Boom ETFdb Portfolio -0.62% -5.03% -14.26% -4.22% -10.79% n/a n/a
2013 ETFdb Portfolio 2.10% -3.81% -4.76% 3.11% 2.16% 44.89% n/a
As Of 10-22-2014

Disclosure: No positions at time of writing.