S&P 500 Inches To 5-Year Highs

by on March 30, 2013 | ETFs Mentioned:

The tug of war continued on Wall Street this past week as choppy trading proved to be a dominant theme amid a fairly quiet landscape on the news and data front. The bulls ultimately prevailed, as buying pressures on Friday bolstered the coveted S&P 500 Index past recent resistance, hitting the 1,570 level and settling at a five-year high on the week [see Free 7 Simple & Cheap All- ETF Model Portfolios].

Actionable ETF Trade Ideas

Our picks from Monday’s Insider posted mixed performance results while major equity indexes largely moved sideways for most of the week. 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
GREK

Long

Down Arrow -5.8%
EPI

Long

Up Arrow +0.3%
TLT

Long

Up Arrow +0.8%

Trade #1 Long GREK: Down 5.8%

This rather risky recommendation turned against us this week after shares of GREK quickly sank below our outlined stop-loss. This ETF appeared to be building out support above $16 a share and was gearing up for a rebound on Monday; our bullish suspicions quickly proved false, however, after GREK opened below $16 a share on Tuesday, prompting us to exit the trade and incur a loss.

Trade #2 Long EPI: Up 0.3%

This recommendation drifted sideways for almost the entire week. EPI failed to rebound with vigor like we had hoped; instead, this ETF crept sideways below the $18 level until staging a very small rally on Friday, which ended up boosting this recommendation into profitable territory.

Trade #3 Long TLT: Up 0.8%

This defensive recommendation was well-timed, as inactivity on the equity front prompted many to jump ship to bonds in anticipation of a potential pullback. TLT climbed higher from the beginning of the week through Wednesday when shares managed to hurdle over the $118 level. This ETF gave into profit-taking pressures before the end of the trading week; however, this recommendation still managed to turn in a minor profit.

ETFdb Portfolios

Retirement ETFdb Portfolios

The retirement strategies held up quite well this past week and all of the portfolios managed to end up in green territory. Year-to-date, the stock-heavy 30 Years Til Retirement ETFdb Portfolio remains at the top of the performance list while the Ready to Retire ETFdb Portfolio is still the clear laggard.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 0.11% 2.83% 3.40% 6.96% 15.69% 41.75% 75.02%
10 Years Til Retirement Portfolio 0.00% 2.96% 3.51% 7.88% 18.11% 45.87% 83.41%
20 Years Til Retirement Portfolio 0.04% 3.53% 3.85% 9.05% 20.72% 52.86% 94.95%
30 Years Til Retirement Portfolio 0.10% 3.82% 4.34% 9.09% 21.82% 57.10% 104.75%
Aggressive Portfolio 0.13% 3.28% 3.71% 7.71% 19.64% 40.91% n/a
Cheapskate Portfolio 0.26% 2.04% 4.39% 8.33% 16.58% n/a n/a
Low Volatility Portfolio -0.11% 1.57% 1.95% 5.52% 11.08% n/a n/a
Moderate Portfolio -0.08% 2.50% 3.07% 7.21% 15.90% 37.77% n/a
Ready To Retire ETFdb Portfolio -0.14% 1.72% 2.42% 6.82% 12.62% 29.46% 60.44%
As Of 09-02-2014
Regional ETFdb Portfolios

Our regional strategies barely moved in either direction, ending up with similar performances to prior weeks. Year-to-date, the Global Titans ETFdb Portfolio remains at the top of the performance list while the Africa-Centric ETFdb Portfolio sits at the bottom of the barrel.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio -0.00% 1.10% 3.36% 10.98% 23.56% 25.03% n/a
Asia-Centric ETFdb Portfolio -0.23% 1.43% 3.47% 7.75% 18.09% 17.43% n/a
BRIC-or-Bust ETFdb Portfolio 0.61% 4.89% 5.42% 8.69% 20.65% -3.45% n/a
Easy-As-ABC ETFdb Portfolio 0.35% 1.82% 4.36% 4.85% 1.17% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.11% 1.96% 3.56% 8.51% 15.83% 8.20% n/a
Euro Free Europe Portfolio -1.03% 2.22% -3.10% -1.55% 8.68% 24.99% n/a
Ex-Europe ETFdb Portfolio 0.17% 2.62% 4.03% 8.63% 17.15% 35.66% 68.93%
Ex-U.S. Portfolio -0.35% 1.71% 1.88% 5.47% 15.96% 24.61% 46.45%
Global Titans ETFdb Portfolio -0.22% 1.88% -0.24% 3.06% 13.54% 36.15% n/a
LatAm Centric ETFdb Portfolio 1.80% 3.09% 7.56% 5.41% 7.68% n/a n/a
As Of 09-02-2014
Themed ETFdb Portfolios

The overwhelming majority of our themed strategies turned in a gain this week as bullish pressures remained dominant on Wall Street. Year-to-date, the Baby Boomers ETFdb Portfolio is leading the way with double-digit gains while the GLD-Free Gold Bug ETFdb Portfolio is still the clear laggard.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.17% 1.78% 2.46% 4.74% 11.20% n/a n/a
2012 ETFdb Portfolio -0.11% 3.28% 2.07% 8.04% 22.80% n/a n/a
AlphaDEX ETFdb Portfolio -0.43% 2.45% 2.58% 5.00% 15.94% 34.03% n/a
Alpha Seeker Portfolio 2.0 -0.19% 2.33% 3.66% 7.54% 16.06% 40.10% n/a
Baby Boomers ETFdb Portfolio -0.00% 3.36% 5.82% 10.38% 26.83% 90.16% n/a
Ben Graham 50/50 Portfolio -0.32% 1.52% 2.63% 6.33% 12.84% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio -0.16% 0.62% 0.96% 4.91% 6.77% 8.51% n/a
Black Swan Hyperinflation Portfolio -0.83% -0.53% 0.56% 3.28% 0.20% -11.70% 25.34%
Commodity Guru ETFdb Portfolio -0.58% 0.25% -0.60% 2.53% 7.06% 0.94% n/a
Cheapskate Hedge Fund ETFdb Portfolio 0.59% 0.81% 1.59% 2.43% 4.24% -0.89% n/a
Energy Bull ETFdb Portfolio -0.22% 2.61% 1.52% 7.16% 15.10% 27.45% n/a
Equal Weight ETFdb Portfolio 0.17% 2.60% 4.38% 7.47% 14.86% n/a n/a
Financials Free ETFdb Portfolio -0.11% 1.82% 1.03% 6.90% 16.51% 37.88% 76.50%
Futures Free Commodity ETFdb Portfolio -0.45% 0.11% 0.90% 2.66% 6.30% -13.95% n/a
GLD-Free Gold Bug ETFdb Portfolio -0.88% -0.87% 8.71% 16.11% -6.92% -40.00% n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.34% 2.62% 3.96% 9.39% n/a n/a n/a
High-Tax Bracket ETF Portfolio 0.06% 2.72% 2.86% 6.98% 16.37% 36.68% 70.34%
High Tech ETFdb Portfolio 0.83% 4.37% 10.63% 13.36% 27.09% n/a n/a
High Yield ETFdb Portfolio -0.14% 3.02% 3.02% 8.29% 17.58% 48.61% 90.64%
King Dollar ETFdb Portfolio 0.09% 2.78% 3.06% 6.72% 12.65% 28.90% n/a
Kitchen Sink ETFdb Portfolio -0.11% 1.76% 1.37% 4.34% 11.84% 29.79% n/a
Monthly Dividend ETFdb Portfolio -0.02% 2.52% 3.17% 8.84% 16.74% 41.88% n/a
Pure Growth ETFdb Portfolio -0.15% 2.80% 2.90% 6.19% 17.66% n/a n/a
Pure Value ETFdb Portfolio -0.41% 3.53% 3.14% 7.75% 20.24% n/a n/a
RAFI ETFdb Portfolio 0.16% 3.83% 3.70% 6.63% 21.79% 53.97% 85.29%
Simple (But Effective) Safe Haven ETFdb Portfolio -0.09% 1.57% 0.22% 6.49% 9.24% 19.69% 59.18%
Small Cap ETFdb Portfolio 0.02% 2.66% 2.84% 5.05% 15.41% 39.39% n/a
The Sky Is Falling Portfolio 0.00% -1.08% -0.71% 0.46% -0.74% 2.64% n/a
Socially Responsible ETFdb Portfolio 0.07% 1.10% 3.04% 5.22% 13.14% n/a n/a
Risk On ETFdb Portfolio -1.31% 2.70% 2.17% 8.67% 18.04% n/a n/a
Consumer Centric ETFdb Portfolio -0.41% 1.60% 1.56% 4.19% 15.40% n/a n/a
Agri-Bull ETFdb Portfolio 0.81% 0.47% -2.81% 2.64% 8.15% 9.85% n/a
8% Yield ETFdb Portfolio -0.29% 1.97% 1.70% 8.09% 16.80% n/a n/a
Mining Boom ETFdb Portfolio -1.24% -1.05% 5.10% 8.65% 6.52% n/a n/a
2013 ETFdb Portfolio -0.05% 3.73% 2.43% 8.84% 18.35% n/a n/a
As Of 09-02-2014

Disclosure: No positions at time of writing.