Stocks Continue Bull Run

by on February 9, 2013 | ETFs Mentioned:

Another week in the books, and February’s first full week was another strong one. Though there were a few hiccups through out the week, the Nasdaq closed within reach of a 12-year high, and the S&P 500 making yet another high. For now, it seems like each week brings a new record for major benchmarks and investors continue to cheer on the Street’s performance. Though some still hold their reservations, the S&P’s YTD return of more than 6.5% paints the picture of a bull run [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 technical goals were not met. 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
UUP

Long

+1.4%
IYT

Short

-1.0%
TUR

Long

-3.3%

Trade #1 Long UUP: Up 1.4%

This fund got off to a solid start this week, but suffered  a slight pullback on Tuesday; from there it was all uphill. All in all, we saw a solid gain on the week for UUP. The fund benefited from yet another strong week for stocks as it appears that the U.S. economy is recovering nicely.

Trade #2 Short IYT: Down 1.0%

We stated that this trade was quite speculative and not for conservative traders, and for good reason. Our riskier bet of the week did not pay off, as we expected IYT to feel the pressure of profit-taking after its recent tear. Instead the fund climbed higher throughout the week and eventually tripped our stop-loss of  $105 on Friday.

Trade #3 Long TUR: Down 3.3%

We expected TUR to follow its historical trend with a nice bounce off of its support, but the week had other plans in store. After a nice gain on Monday, TUR began to head south, eventually plummeting on Thursday and tripping our stop-loss of $67.

ETFdb Portfolios

Retirement ETFdb Portfolios

Our retirement portfolios featured a mixed bag of results this week, as some fared well while others struggled. Our 30 Years Til Retirement Portfolio has turned in the best performance over the past four weeks with our 5 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 1.72% -0.11% 1.80% 8.21% 9.64% 42.86% 63.73%
10 Years Til Retirement Portfolio 1.77% -0.79% 1.09% 8.21% 10.11% 47.69% 68.51%
20 Years Til Retirement Portfolio 2.22% -0.67% 1.16% 9.27% 12.19% 55.30% 77.78%
30 Years Til Retirement Portfolio 2.51% -1.06% 0.95% 8.69% 11.19% 59.63% 84.09%
Aggressive Portfolio 2.18% -3.55% -3.86% 2.14% 4.48% 40.31% n/a
Cheapskate Portfolio 0.82% 0.05% 2.24% 5.73% 11.13% n/a n/a
Low Volatility Portfolio 0.97% -1.58% -0.30% 4.22% 5.73% 26.11% n/a
Moderate Portfolio 1.67% -0.43% 1.02% 6.96% 8.58% 38.97% 58.46%
Ready To Retire ETFdb Portfolio 0.89% -0.03% 1.99% 8.11% 9.01% 30.22% 51.12%
As Of 12-19-2014
Regional ETFdb Portfolios

Monthly performances across our regional portfolios have been rough, with all but three falling in negative territory. Our Euro Free Europe and Global Titans Portfolio have been the two best performing in the past month, while our Africa-Centric and Emerging & Frontier Markets Portfolio led the losers.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 0.22% -10.15% -13.64% -5.70% -4.04% 17.50% n/a
Asia-Centric ETFdb Portfolio 0.23% -2.91% -3.51% 2.05% 4.68% 24.31% n/a
BRIC-or-Bust ETFdb Portfolio -0.03% -10.36% -12.74% -7.33% -5.83% -2.78% n/a
Easy-As-ABC ETFdb Portfolio -0.18% -4.69% -5.76% -6.32% -10.04% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.60% -6.97% -9.22% -3.64% -2.23% 8.75% n/a
Euro Free Europe Portfolio 1.32% -7.46% -11.18% -12.38% -9.48% 23.63% n/a
Ex-Europe ETFdb Portfolio 1.76% -1.67% -0.99% 5.87% 7.46% 35.87% 53.04%
Ex-U.S. Portfolio 1.23% -3.04% -4.74% -1.78% 0.54% 29.00% 26.05%
Global Titans ETFdb Portfolio 0.22% -0.58% -1.82% 1.12% 3.10% 44.05% n/a
LatAm Centric ETFdb Portfolio 0.45% -8.24% -14.33% -14.44% -12.91% n/a n/a
As Of 12-19-2014
Themed ETFdb Portfolios

While the vast majority of our themed portfolios turned in losses for the week, most are still up on the trailing month. In the past four weeks, our Energy Bull ETFdb Portfolio and Baby Boomers ETFdb Portfolio have been leading the way while the GLD-Free Gold Bug ETFdb Portfolio has been the worst performer.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio -0.12% -1.17% -2.17% 2.14% 3.39% n/a n/a
2012 ETFdb Portfolio 2.18% -5.28% -7.21% -0.60% 2.11% n/a n/a
AlphaDEX ETFdb Portfolio 1.93% -2.27% -3.28% -0.17% 1.94% 33.36% n/a
Alpha Seeker Portfolio 2.0 1.18% -0.09% 2.75% 8.96% 11.87% 45.38% n/a
Baby Boomers ETFdb Portfolio 1.90% 1.85% 6.36% 17.14% 22.64% 100.67% n/a
Ben Graham 50/50 Portfolio 0.67% -0.63% 0.39% 4.54% 6.74% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio 0.24% -0.66% -0.59% 3.44% 3.41% 7.16% n/a
Black Swan Hyperinflation Portfolio 1.37% -5.88% -10.19% -10.96% -9.41% -14.24% -3.90%
Commodity Guru ETFdb Portfolio 1.05% -6.07% -8.06% -7.94% -6.73% 2.53% n/a
Cheapskate Hedge Fund ETFdb Portfolio 0.93% -0.23% -0.77% 1.89% 2.89% 1.63% n/a
Energy Bull ETFdb Portfolio 5.75% -10.34% -15.19% -11.92% -9.52% 10.00% n/a
Equal Weight ETFdb Portfolio 1.59% -0.03% 0.94% 5.67% 7.41% n/a n/a
Financials Free ETFdb Portfolio 1.59% -1.55% -1.44% 4.69% 6.49% 35.44% 58.07%
Futures Free Commodity ETFdb Portfolio 1.34% -5.89% -10.43% -11.40% -9.56% -14.34% n/a
GLD-Free Gold Bug ETFdb Portfolio -1.85% -4.92% -11.60% -4.02% -3.79% -38.40% n/a
Greedy When Others Are Fearful ETFdb Portfolio 1.21% 0.25% 0.84% 6.86% n/a n/a n/a
High-Tax Bracket ETF Portfolio 1.02% -0.73% -0.37% 6.23% 8.14% 39.93% 55.23%
High Tech ETFdb Portfolio 2.46% 2.97% 8.88% 16.37% 19.95% n/a n/a
High Yield ETFdb Portfolio 1.93% -0.94% 0.76% 7.82% 9.72% 46.34% 74.53%
King Dollar ETFdb Portfolio 1.41% -1.14% 0.94% 7.68% 8.69% 29.35% n/a
Kitchen Sink ETFdb Portfolio 1.40% -2.29% -2.93% 0.11% 1.70% 29.66% n/a
Monthly Dividend ETFdb Portfolio 1.90% -0.27% 1.04% 8.24% 9.91% 38.51% n/a
Pure Growth ETFdb Portfolio 1.74% -2.81% -3.73% 1.26% 3.03% n/a n/a
Pure Value ETFdb Portfolio 1.78% -2.53% -3.62% 2.30% 4.38% n/a n/a
RAFI ETFdb Portfolio 2.26% -3.11% -4.26% 0.14% 3.09% 52.09% 62.46%
Simple (But Effective) Safe Haven ETFdb Portfolio 0.12% -1.03% 0.27% 5.33% 6.87% 21.74% 43.39%
Small Cap ETFdb Portfolio 1.43% -1.58% -2.51% -0.08% 2.28% 40.02% n/a
The Sky Is Falling Portfolio -0.83% -0.83% -0.96% -2.42% -1.84% 1.00% 16.55%
Socially Responsible ETFdb Portfolio 1.06% -0.80% 1.24% 4.28% 7.84% n/a n/a
Risk On ETFdb Portfolio 0.90% -4.07% -6.28% -1.32% 0.24% n/a n/a
Consumer Centric ETFdb Portfolio -0.42% -2.18% -1.56% 0.97% 3.48% n/a n/a
Agri-Bull ETFdb Portfolio 1.03% -3.13% 0.23% 0.01% 1.59% 17.31% n/a
8% Yield ETFdb Portfolio 2.11% -4.53% -4.94% 0.20% 2.07% n/a n/a
Mining Boom ETFdb Portfolio 1.28% -7.08% -12.88% -10.86% -8.28% n/a n/a
2013 ETFdb Portfolio 1.23% -4.56% -4.26% 2.83% 5.36% 45.48% n/a
As Of 12-19-2014

Disclosure: No positions at time of writing.