Weekly StatSheet For The ETF/No Load Fund Tracker—Updated Through 4/14/2011

Ulli ETF StatSheet Contact

ETF/Mutual Fund Data updated through  Thursday, April 14, 2011

If you are not familiar with some of the terminology used, please see the Glossary of Terms.

1. DOMESTIC EQUITY MUTUAL FUNDS/ETFs: BUY— since 6/3/2009

As announced via a blog post, on 6/2/2009, the TTI triggered a buy signal with an effective date of 6/3/2009. We will use the 7% trailing stop loss of our positions as an exit point or the crossing of the trend line to the downside, whichever occurs first.

As of today, our Trend Tracking Index (TTI—green line in above chart) has broken above its long term trend line (red) by +4.00%.

The link below shows the top 100 domestic funds (out of 674) and the sorting order is by M-Index ranking. Prices in all linked tables are updated through 4/14/2011, unless otherwise noted. Price data not yet available at publication is indicated with 00.00% or -100.00%.

During this Buy signal, you can use the tables in the links below to make your selections:

http://www.successful-investment.com/SSTables/DomFundsTop100_041411.pdf

Spreadsheet version: http://www.successful-investment.com/SSTables/DomFundsTop100_041411.xls

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High Volume ETFs On The Cutline—Updated Through 4/13/2011

Ulli ETFs on the Cutline Contact

Here’s a slightly different version of the original “ETFs On The Cutline” report. It includes only High Volume (HV) ETFs, which I define as those with an average daily volume of $10 million or higher.

These ETFs are generated from my selected list of 90 that I use in my advisor practice. It cuts out the “noise,” which simply means it eliminates those ETFs that I would never buy because of their volume limitations.

Short ETFs are not yet included but will be in the future. Take a look at the table:

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Correction

Ulli Model ETF Portfolios Contact

In the previous post, featuring the 5 Model ETF portfolios, the starting date was given as 12/31/2011. That obviously was supposed to be 12/31/2010.

My mistake. Sorry.

Ulli…

5 ETF Model Portfolios You Can Use

Ulli Model ETF Portfolios Contact

Let me just shatter one myth that seems to come up regularly in correspondence with readers. It is the erroneous assumption that an ideal ETF model portfolio exists that is perfect in its composition and will withstand the vagaries of the market place.

It does not exist!

Portfolio composition is a function of risk tolerance and time frame, along with its objective of growing assets, generating income, or a combination of both. Nothing more and nothing less.

In this new blog series, I am introducing 5 ETF portfolio options, some of which are being widely used in the advisor community. Of course, there are as many portfolio choices as there are advisors, so my 5 listings represent a small sampling of what’s out there.

Again, there is no right or wrong, or better or worse, when it comes to portfolios; the only thing that matters is what’s appropriate for your particular circumstances.

Let’s take a look at the first one:

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Major Market ETFs Sink On Weak Economic Outlook

Ulli Market Commentary Contact

There was no green number to be found in today’s market pullback, as the chart from MarketWatch clearly shows.

It was a day during which recovery worries clearly surfaced as it appeared that the economy may not be as strong as had been previously assumed. While these inconvenient thoughts have surfaced from time to time, bullish sentiment has always won in the recent past.

Whether this is the start to more downside activity is simply too early to tell. The sell off was broad and covered equities, crude oil, gold, commodities and emerging markets. Bonds bucked the trend as interest rates headed lower.

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Mutual Funds On The Cutline—Helping You To Better Manage your 401k

Ulli Mutual Funds On The Cutline Contact

With over 99% of all investors being committed to the use mutual funds in their 401k retirement plans, my weekly StatSheet was the first step in providing you with tools to make better investment decisions.

Last week, I introduced “ETFs On The Cutline,” and I have now expanded this idea for use in the mutual fund arena as well. This is the first post in a regular series to provide you with the same relevant data, which you can use with any of your retirement plans.

While there are thousands more mutual funds than ETFs existing in the investment universe, how can you use this data if your respective fund choices are not listed?

First, let’s take a look at the latest cut line table for mutual funds:

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