ETFs/Mutual Funds On The Cutline – Updated Through 04/24/2015

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 331 (last week 309) 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. 60 ETFs (last week 53) have managed to remain in bullish territory after the recent market volatility.

The third report covers Mutual Funds on the Cutline. There are currently 589 (last week 492) above the line and 231 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: Can US Investors Shift To US Treasuries To De-Risk Portfolios?

Ulli Market Review Contact

92835431In the first quarter, US markets witnessed lots of worries such as a stronger dollar, weak oil prices and the timing of an interest-rate liftoff; but that seems to fade away as the economy enters into the second quarter, said Kate Nixon, CIO at Northern Trust Wealth Management.

The energy markets have stabilized along with the greenback and despite the dramatic decrease in earnings expectations, companies have managed to top the lower expectations bar. Fundamentally, macroeconomic factors have started to look okay as some of the issues witnessed in the first-quarter were transitory in nature, including the effect of weather. The economy is likely to add a few basis points as the weather turns brighter and sunnier, she noted.

As the markets hit record highs, it’d be difficult to eke out much from the indexes and investors need to focus on individual stocks. Asked to comment, Kate said the base case for Fed’s rate lift-off remains September and rate hikes would be in very small steps, taking a non-linear path. Monetary policy will stay very accommodative, which will provide tailwind to risky assets, she observed.

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New ETFs On The Block: Tuttle Tactical Management US Core ETF (TUTT)

Ulli Equity ETFs, Fund of Funds Contact

56371366Investors facing the conundrum of quality and convenience may find the raft of “fund of funds” offers attractive since they create entire portfolios of different asset classes or complex strategies in the same wrapper.

In times of higher volatility, however, investors who wish to exercise prudence and want to eliminate emotional decision making may find the newly unveiled Tuttle Tactical Management US Core ETF (NASDAQ: TUTT) attractive.

Launched by ETF Issuer Solutions and developed by portfolio manager Matthew Tuttle, the new actively-managed fund follows the “fund of funds” approach, meaning TUTT’s primary holdings are other ETFs. The fund seeks long-term capital appreciation with a secondary emphasis on capital preservation, primarily through exposures in the US equity market.

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04-24-2015

Ulli Newsletter Archives Contact

ETF/No Load Fund Tracker Newsletter For April 24, 2015

ETF/No Load Fund Tracker StatSheet

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

https://theetfbully.com/2015/04/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-04232015/

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Market Commentary

STOCKS END VOLATILE WEEK ON POSITIVE NOTE; APPLE WATCH, CAR INTEGRATION APPS NEW WAVE

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks rose Friday as the Nasdaq and S&P 500 closed at new record highs in a historic week that saw the Nasdaq return from the dotcom bubble that burst 15 long years ago. The Nasdaq was powered by strong profit results from tech giants Microsoft (MSFT) and Amazon.com (AMZN). Amazon surged 14% after it revealed details of its cloud computing service. Thereafter, Microsoft jumped 10.5% as it easily beat Wall Street estimates.

Following up from yesterday in M&A news, Comcast Corp. (CCV) said Friday that the company is officially ending its $45.2 billion merger agreement with Time Warner Cable (TWC) scrapping a giant deal that ran into stiff opposition from consumers and a likely veto from federal regulators. If the deal had been completed, Comcast planned to move 3.9 million of its TV customers to Charter Communications.

Well, we’ve all been following the roll-out of the Apple watch. So, what will the Apple watch mean for auto manufacturers that are always looking to incorporate the latest of technologies into their automobiles? BMW and Porsche are in the forefront of what is likely to be a wave of automakers rolling out their own smart-watch applications, as they try to move toward having consumers view their cars as extensions of their digital lives. BMW divulged details of its Apple Watch app today, which will work with its two plug-in cars, the i3 and the i8. Across the yard, Porsche says its Apple Watch app will allow drivers to remotely control many functions right from their wrists via Porsche Car Connect. Drivers will know whether their windows, doors, trunk lid and sunroof are closed, among other features.

Earnings season continues next week, so let’s look forward to another week of interesting trading activity!

6 of our 10 ETFs in the Spotlight ended up higher today as XLY (consumer discretionaries) took the lead with a 1.36% gain. On the downside, XLV (healthcare) gave back some of this year’s healthy gains by losing 0.32%.

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) joined the upward momentum and closed deeper on the bullish side of their respective trend lines.

Here’s how we ended this week:

Domestic TTI: +3.58% (last Friday +2.88%)—Buy signal effective 10/22/2014

International TTI: +5.54% (last Friday +4.30%)—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

Reader Norman:

Q: Ulli: Since XLV has been a top performing index fund for many years, why not consider CURE?

A: Norman: The time to use a 3X leveraged ETF like CURE would have been at the beginning of the cycle and not this far into it. However, if your risk tolerance allows such leverage, then by all means go for it. I prefer the slow and steady approach, because it is more suited to trend tracking as it minimizes potential whip-saw signals.

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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 April 24, 2015

Ulli ETF Tracker Contact

ETF/No Load Fund Tracker StatSheet

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

https://theetfbully.com/2015/04/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-04232015/

————————————————————

Market Commentary

STOCKS END VOLATILE WEEK ON POSITIVE NOTE; APPLE WATCH, CAR INTEGRATION APPS NEW WAVE

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks rose Friday as the Nasdaq and S&P 500 closed at new record highs in a historic week that saw the Nasdaq return from the dotcom bubble that burst 15 long years ago. The Nasdaq was powered by strong profit results from tech giants Microsoft (MSFT) and Amazon.com (AMZN). Amazon surged 14% after it revealed details of its cloud computing service. Thereafter, Microsoft jumped 10.5% as it easily beat Wall Street estimates.

Following up from yesterday in M&A news, Comcast Corp. (CCV) said Friday that the company is officially ending its $45.2 billion merger agreement with Time Warner Cable (TWC) scrapping a giant deal that ran into stiff opposition from consumers and a likely veto from federal regulators. If the deal had been completed, Comcast planned to move 3.9 million of its TV customers to Charter Communications.

Well, we’ve all been following the roll-out of the Apple watch. So, what will the Apple watch mean for auto manufacturers that are always looking to incorporate the latest of technologies into their automobiles? BMW and Porsche are in the forefront of what is likely to be a wave of automakers rolling out their own smart-watch applications, as they try to move toward having consumers view their cars as extensions of their digital lives. BMW divulged details of its Apple Watch app today, which will work with its two plug-in cars, the i3 and the i8. Across the yard, Porsche says its Apple Watch app will allow drivers to remotely control many functions right from their wrists via Porsche Car Connect. Drivers will know whether their windows, doors, trunk lid and sunroof are closed, among other features.

Earnings season continues next week, so let’s look forward to another week of interesting trading activity!

6 of our 10 ETFs in the Spotlight ended up higher today as XLY (consumer discretionaries) took the lead with a 1.36% gain. On the downside, XLV (healthcare) gave back some of this year’s healthy gains by losing 0.32%.

Read More

Weekly StatSheet For The ETF/No Load Fund Tracker Newsletter – Updated Through 04/23/2015

Ulli ETF StatSheet Contact

ETF/Mutual Fund Data updated through Thursday, April 23, 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 +3.69% keeping us in the market with our established positions.

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