05-15-2015

Ulli Newsletter Archives Contact

ETF/No Load Fund Tracker Newsletter For May 15, 2015

ETF/No Load Fund Tracker StatSheet

————————————————————-

THE LINK TO OUR CURRENT ETF/MUTUAL FUND STATSHEET IS:

https://theetfbully.com/2015/05/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-05142015/

————————————————————

Market Commentary

STOCKS END ON TOP TO CLOSE THE WEEK; NETFLIX STILL ATTRACTING INVESTORS

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks finished the week on the plus side, with the S&P 500 notching an all-time high. Most economic news came in slightly weaker than expected, which supported investor expectations for the Federal Reserve to remain patient in its approach to raising interest rates. Performance across sectors was mixed for the most part. Consumer staples and health care stocks were the strongest upward movers on the week, while energy moved lower.

As earnings season continues to wind down, Netflix (NFLX) was one of the largest gainers since reporting. Shares of the video streaming service are up $25.51, or 4.4% on the year and now rest at a price of $612.21 a share. Netflix is now among the five stocks with the very highest per-share prices of $600 or more. The stock is also seeing gains on rumors of expansion. The company reported a quarterly profit of 77 cents a share, beating expectations by 22%.

As for the economy thus far in 2015, the pace of economic growth in the U.S. has gotten off to a soft start. Many analysts expect the economy to regain momentum though as the year unfolds, and U.S. growth expectations remain above average when compared with developed economies around the globe. Next week, housing starts and building permits will be released on Tuesday, while the Federal Reserve’s latest meeting minutes will be released on Wednesday. Thursday brings existing home sales and the leading economic indicators index, while the consumer price index will be released on Friday.

8 of our 10 ETFs in the Spotlight managed to close higher today with consumer discretionaries (XLY) taking the lead at +0.80%. The loser of the day was the financial sector (IYF), which surrendered 0.41%.

2. ETFs in the Spotlight

In case you missed the announcement and description of this section, you can read it here again.

It features 10 broadly diversified ETFs from my HighVolume list as posted every Monday. Furthermore, they are screened for the lowest MaxDD% number meaning they have been showing better resistance to temporary sell offs than all others over the past year.

Here are the 10 candidates:

MaxDD

The above table simply demonstrates the magnitude with which some of the ETFs are fluctuating in regards to their positions above or below their respective individual trend lines (%M/A). A break below, represented by a negative number, shows weakness, while a break above, represented by a positive percentage, shows strength.

For hundreds of ETF/Mutual fund choices, be sure to reference Thursday’s StatSheet.

Year to date, here’s how the above candidates have fared so far:

YTD

Again, the first table above shows the position of the various ETFs in relation to their respective long term trend lines (%M/A), while the second one tracks their trailing sell stops in the “Off High” column. The “Action” column will signal a “Sell” once the -7.5% point has been taken out in the “Off High” column.

3. Trend Tracking Indexes (TTIs)

Our Trend Tracking Indexes (TTIs) closed up from last week’s level:

Domestic TTI: +2.85% (last Friday +2.54%)—Buy signal effective 10/22/2014

International TTI: +5.63% (last Friday +5.07%)—Buy signal effective 2/13/2015

Have a nice weekend.

Ulli…

Disclosure: I am obliged to inform you that I, as well as advisory clients of mine, own some of these listed ETFs. Furthermore, they do not represent a specific investment recommendation for you, they merely show which ETFs from the universe I track are falling within the guidelines specified.

————————————————————-

READER Q & A FOR THE WEEK

All Reader Q & A’s are listed at our web site!
Check it out at:

http://www.successful-investment.com/q&a.php

———————————————————-

WOULD YOU LIKE TO HAVE YOUR INVESTMENTS PROFESSIONALLY MANAGED?

Do you have the time to follow our investment plans yourself? If you are a busy professional who would like to have his portfolio managed using our methodology, please contact me directly or get more details at:

https://theetfbully.com/personal-investment-management/

———————————————————

Back issues of the ETF/No Load Fund Tracker are available on the web at:

https://theetfbully.com/newsletter-archives/

ETF/No Load Fund Tracker Newsletter For May 15, 2015

Ulli ETF Tracker Contact

ETF/No Load Fund Tracker StatSheet

————————————————————-

THE LINK TO OUR CURRENT ETF/MUTUAL FUND STATSHEET IS:

https://theetfbully.com/2015/05/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-05142015/

————————————————————

Market Commentary

STOCKS END ON TOP TO CLOSE THE WEEK; NETFLIX STILL ATTRACTING INVESTORS

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks finished the week on the plus side, with the S&P 500 notching an all-time high. Most economic news came in slightly weaker than expected, which supported investor expectations for the Federal Reserve to remain patient in its approach to raising interest rates. Performance across sectors was mixed for the most part. Consumer staples and health care stocks were the strongest upward movers on the week, while energy moved lower.

As earnings season continues to wind down, Netflix (NFLX) was one of the largest gainers since reporting. Shares of the video streaming service are up $25.51, or 4.4% on the year and now rest at a price of $612.21 a share. Netflix is now among the five stocks with the very highest per-share prices of $600 or more. The stock is also seeing gains on rumors of expansion. The company reported a quarterly profit of 77 cents a share, beating expectations by 22%.

As for the economy thus far in 2015, the pace of economic growth in the U.S. has gotten off to a soft start. Many analysts expect the economy to regain momentum though as the year unfolds, and U.S. growth expectations remain above average when compared with developed economies around the globe. Next week, housing starts and building permits will be released on Tuesday, while the Federal Reserve’s latest meeting minutes will be released on Wednesday. Thursday brings existing home sales and the leading economic indicators index, while the consumer price index will be released on Friday.

8 of our 10 ETFs in the Spotlight managed to close higher today with consumer discretionaries (XLY) taking the lead at +0.80%. The loser of the day was the financial sector (IYF), which surrendered 0.41%.

Read More

Weekly StatSheet For The ETF/No Load Fund Tracker Newsletter – Updated Through 05/14/2015

Ulli ETF StatSheet Contact

ETF/Mutual Fund Data updated through Thursday, May 14, 2015

TOC021915

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 10/22/2014

TTI

Our main directional indicator, the Domestic Trend Tracking Index (TTI), broke through its long-term trend line generating a “Sell” for this arena effective 10/14/2014, which was followed by a violent break back above the line on 10/22/14 generating a new “Buy.” It was a classic whipsaw signal, and you can read more on my blog as to the events as they were unfolding.

As of today, our TTI (green line in above chart) is positioned above its long term trend line (red) by +2.90% keeping us in the market with our established positions.

Read More

Stocks Back On Top Heading Towards The Weekend

Ulli Market Commentary Contact

Thur pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks rallied after three straight days of losses for the S&P 500 and Dow, which on Thursday logged a new closing high and jumped nearly 200 points.

In market movers today, Facebook (FB) climbed 3.7%. The jump added to a 1.3% gain yesterday after the company reached a deal with New York Times and eight other media outlets to post stories directly to the social network’s mobile news feed.

Energy companies in the Dow were little changed as oil prices retreated. Transocean Ltd. and Noble Corp. lost more than 2.7%, while Tesoro Corp. and Valero Energy Corp. gained at least 2.5%.

In economic news, producer prices fell 0.4% in April on a sharp drop in food and gasoline costs, the Labor Department reported. Core prices at the wholesale level, excluding the volatile food and energy categories, fell 0.2%. Also, jobless claims decreased to 264,000, below the 273,000. On the currency side, the U.S. dollar, which had been trending sharply higher heading into April, continued to weaken vs. the euro. The euro climbed to 1.14 vs. the dollar, a three-month high.

All of our 10 ETFs in the Spotlight participated in today’s bullish move as consumer staples (XLP) took the lead with a 1.54% gain; lagging the group were consumer discretionaries (XLY), which added 0.45%. Even SPLV showed signs of life by jumping 1.43%.

Read More

A Nothing Day

Ulli Market Commentary Contact

Wed pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

The major indexes fluctuated throughout the day, but there was no conviction in either direction, so the S&P 500 ended down a scant 0.05%. Same with the Dow, however, the Nasdaq managed to edge into plus territory by a meager 0.12%.

The early rally did not hold, and we spend the remainder of the session trying to stay above the unchanged line. Monthly retail sales figure were disappointing with the positive spin being that the Fed might delay any interest hikes due to the economy lacking spunk.

In the end, the tug-of-war between bulls and bears may very well continue until some momentum shift will push the indexes out of their current range bound patterns.

4 of our 10 ETFs in the Spotlight managed to eke out a gain with the leader being healthcare (XLV) with 0.11%, while the downside was led by Consumer Discretionaries (XLY) with a 0.63% loss.

Read More

Equities Close Slightly Lower; Verizon To Buy AOL

Ulli Market Commentary Contact

Tue pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Major U.S. stock indexes closed slightly lower after recouping much of an early slump. The slide was brought on, in part, by a troubling rise in global long-term borrowing rates. The price of oil closed above $60 a barrel for just the third time this year, giving a boost to energy stocks.

One of the major news stories today was that Verizon (VZ) is going to buy AOL (AOL) for $4.4 billion. The strategy behind the acquisition is mostly related to AOL’s advertising platform that will allow Verizon to advertise across mobile and broadband services. Verizon is offering $50 a share for AOL, which is 17% more than AOL’s closing price Monday. AOL closed at $50.52, up almost 19% Tuesday. Verizon finished at $49.62, down less than 1%.

In economic news, the Department of Labor reported that job postings dropped 2.9% in March while total hiring increased by 1.1% — the most since December. U.S. Treasuries rallied today to close higher after early morning losses. Let’s see if the bears will go crawl back into their caves as the week progresses.

All of our 10 ETFs in the Spotlight headed south with XLV losing 0.64%, while IWS held up best by giving back only 0.17%.

Read More