ETFs/Mutual Funds On The Cutline – Updated Through 05/15/2015

Ulli ETFs on the Cutline Contact

Below are the latest ETF Cutline reports, which show how far above or below their respective long-term trend lines (39 week SMA) my currently tracked ETFs/MFs are positioned.

The first report covers the ETF Master List from Thursday’s StatSheet and includes 410 ETFs, of which currently 326 (last week 310) are hovering in bullish territory.

The second report includes only High Volume ETFs. To clarify, High Volume (HV) ETFs are defined as those with an average daily volume of $10 million or higher.

These ETFs are generated from my selected list of some 97 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. 62 ETFs (last week 55) have managed to remain in bullish territory after the recent market volatility.

The third report covers Mutual Funds on the Cutline. There are currently 581 (last week 541) above the line and 239 below it out of the 820 that I follow.

Take a look:

1. ETF Master Cutline Report

2. ETF High Volume Cutline Report

3. MF Cutline Report

In case you are not familiar with some of the terminology used in the reports, please read the Glossary of Terms.

If you missed the original post about the Cutline approach, you can read it here.

One Man’s Opinion: Do European Bond Yields Indicate A Shift In Growth Expectations?

Ulli Market Review Contact

92835431The big movements in global interest rates were really about changes in global expectations, particularly around longer term inflation expectations, which is partly related to the turnaround in oil prices and other developments such as shift in expectations for European growth and that’s impacting primarily longer-dated interest rates, said Jeff Rosenberg, chief investment strategist for fixed income at BlackRock.

On the Fed’s side, in shorter-dated interest rates, BlackRock has actually been pushing expectations back since economic data has been weaker than expected and continues to be weak in the first-quarter.

Expectations for first the lift off by the Fed have been pushed out and investors are witnessing a really big steepening in the yield curve with longer-term interest rates going higher and expectations for the Fed has been pushed down that has capped any increase on the shorter maturity interest rates, he observed.

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New ETFs On The Block: IndexIQ Hedge Long/Short Tracker ETF (QLS)

Ulli Leveraged ETFs, Long/Short ETFs Contact

Investments

Investments

IndexIQ, the NY-based exchange-traded fund issuer known for its suite of liquid alternative investment products, recently expanded its unique offerings of hedge fund replication ETFs with the launch of the IQ Hedge Long/Short Tracker ETF (QLS) and the IQ Hedge Event-Driven Tracker ETF (QED). With the launch of QLS and QED, the firm’s hedge-fund replication product-count went up to six.

Both the funds follow index based fund-of-funds methodology and seek to replicate the risk adjusted returns of their respective hedge fund strategies by investing in other exchange-trade products.

The passively managed QLS tracks the performance of IQ Hedge Long/Short Index and is designed to reflect the collective long/short investment strategy, which is also the largest category of hedge funds in terms of asset size. As the name suggests, long/short strategy involves taking both long and short positions in equities in markets worldwide.

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05-15-2015

Ulli Newsletter Archives Contact

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

ETF/No Load Fund Tracker StatSheet

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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/

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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.

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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

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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/

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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.

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