04-17-2015

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ETF/No Load Fund Tracker Newsletter For April 17, 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-04162015/

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Market Commentary

STOCKS LOWER ON THE WEEK

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks declined this week, closing down about 0.5% as measured by the S&P 500. The markets bounced around in a narrow range for the most part as investors got their first look at Q1 earnings, but ultimately finished with a pullback Friday on international headlines out of Greece and China and mixed U.S. data.

In tech today, Apple’s (AAPL) stock is down $1.53 cents, or 1.2% this Friday. Some investors and analysts are still holding out hope for Apple’s $1 trillion dream, but many remain pessimistic at present. The current 18-month price target on Apple is $142.42 a share, which equates to an expected market value of $829.6 billion. Still a long ways to go before hitting the Trillion dollar mark!

In auto news today, Ford (F) confirmed that it is investing $2.5 billion in new engine and transmission plants in the Mexican states of Chihuahua and Guanajuato. The investment, which Ford says will created 3,800 direct jobs, has been widely expected this week and it follows an announcement by Toyota (TM) on Wednesday that it is spending $1 billion in Mexico on a new factory to build redesigned 2020 Corolla compacts starting in 2019.

As earnings season continues in the coming few weeks, more volatility could return to the markets, underscoring the importance of having an exit strategy, should things go south too much and into bearish territory. First-quarter earnings season will likely set much of the tone for the week ahead. In addition, existing home sales will be reported on Wednesday. New home sales are expected Thursday, and durable goods orders are expected on Friday.

All of our 10 ETFs in the Spotlight pulled back today as downward momentum was too much to overcome. Leading the charge into the red was XLY with -1.48% while DVY held up best with a loss of -0.83%.

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) slipped and ended the week as follows:

Domestic TTI: +2.88% (last Friday +3.31%)—Buy signal effective 10/22/2014

International TTI: +4.30% (last Friday +4.95%)—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/

New ETFs On The Block: SPDR Doubleline Total Return Tactical ETF (TOTL)

Ulli Bond ETFs Contact

106496625Jeffry Gundlach, the famed bond-fund manager of DoubleLine Capital that oversees $64 billion in assets, recently got involved with State Street Global Advisors (SSgA) to launch its first exchange-traded fund in the country.

The newly launched SPDR DoubleLine Total Return Tactical ETF (TOTL) is an actively-managed fund that will face the challenges in a slowly evolving fixed-income landscape and will directly compete with PIMCO Total Return Active Exchange Traded Fund, run by “Bond King” Bill Gross of Pacific Investments previously.

To be sure, Gundlach is possibly the most respected bond fund manager in the market today. Prior to founding the Los Angeles-based DoubleLine Capital, Gundlach managed the $12 billion TCW Total Return Bond Fund until 2009 before a messy split-up and has since become one of the most widely followed bond strategists in the business.

Read More

ETF/No Load Fund Tracker Newsletter For April 17, 2015

Ulli ETF Tracker Contact

ETF/No Load Fund Tracker StatSheet

————————————————————-

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

https://theetfbully.com/2015/04/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-04162015/

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Market Commentary

STOCKS LOWER ON THE WEEK

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks declined this week, closing down about 0.5% as measured by the S&P 500. The markets bounced around in a narrow range for the most part as investors got their first look at Q1 earnings, but ultimately finished with a pullback Friday on international headlines out of Greece and China and mixed U.S. data.

In tech today, Apple’s (AAPL) stock is down $1.53 cents, or 1.2% this Friday. Some investors and analysts are still holding out hope for Apple’s $1 trillion dream, but many remain pessimistic at present. The current 18-month price target on Apple is $142.42 a share, which equates to an expected market value of $829.6 billion. Still a long ways to go before hitting the Trillion dollar mark!

In auto news today, Ford (F) confirmed that it is investing $2.5 billion in new engine and transmission plants in the Mexican states of Chihuahua and Guanajuato. The investment, which Ford says will created 3,800 direct jobs, has been widely expected this week and it follows an announcement by Toyota (TM) on Wednesday that it is spending $1 billion in Mexico on a new factory to build redesigned 2020 Corolla compacts starting in 2019.

As earnings season continues in the coming few weeks, more volatility could return to the markets, underscoring the importance of having an exit strategy, should things go south too much and into bearish territory. First-quarter earnings season will likely set much of the tone for the week ahead. In addition, existing home sales will be reported on Wednesday. New home sales are expected Thursday, and durable goods orders are expected on Friday.

All of our 10 ETFs in the Spotlight pulled back today as downward momentum was too much to overcome. Leading the charge into the red was XLY with -1.48% while DVY held up best with a loss of -0.83%.

Read More

Weekly StatSheet For The ETF/No Load Fund Tracker Newsletter – Updated Through 04/16/2015

Ulli ETF StatSheet Contact

ETF/Mutual Fund Data updated through Thursday, April 16, 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 +3.66% keeping us in the market with our established positions.

Read More

As Oil Trends Up, Stocks Go Down

Ulli Market Commentary Contact

Thur pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks fell in late trading and closed slightly lower as the rebound in oil prices continued and investors assessed another batch of corporate earnings reports.

It was a great day for IPOs. Shares of four companies all rose on their first day of trading. Online craft company Etsy (ETSY) rose 88% to $30 a share after being priced at $16 a share late Wednesday. Party supplier Party City (PRTY) gained 22% to $20.70 and high-speed trading company Virtu Financial (VIRT) jumped 17% to $22.18. Lastly, biotech company KemPharm (KMPH) rose 1.8% to $11 a share.

In earnings news, there were mixed results from financial institutions. Citigroup (C) said earnings jumped to $1.52 per share, speeding past the expected $1.39 per share. Shares climbed 1.5%. Blackstone (BX) shares rose 0.3% after the asset management giant reported its first quarterly earnings nearly doubled. And in healthcare, UnitedHealth (UNH) shares climbed 3.7% as its earnings beat Wall Street estimates and raised its outlook.

And in international news, China’s main stock market rebounded from losses yesterday, when China’s economy posted its worst quarterly growth in six years. The 7% expansion in the January-March period was the weakest since the global financial crisis of 2007. You may not know that Beijing has cut interest rates twice and rolled out targeted stimulus measures following signs that the downturn has been sharper than expected and investors are likely expecting more such boosting measures to come.

5 of our 10 ETFs in the Spotlight closed higher with XLP taking top billing with a gain of 0.36%, while on the downside, DVY sported a small loss of 0.35%.

Read More

Markets Climb On Positive Earnings Reports

Ulli Market Commentary Contact

Wed pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Netflix (NFLX) was all over the news today. The stock surged more than 12% today after the public welcomed earnings news that the company’s revenue jumped 24% and membership surpassed 60 million global users. The Nasdaq composite index reacted accordingly, jumping back above the 5000 mark for the day to close at 5011. The tech-heavy index is about 15 points away from its 2015 closing high of 5026.42 and is 37 points from its all-time closing high of 5048.62 set on March 10, 2000.

While there was a lot of buzz about tech stocks today, it was energy stocks that led the pack again as oil prices rose for a fourth straight day. Benchmark U.S. crude surged nearly 6% to close at $56.39 a barrel in New York.

Other notable earnings news: Delta Airlines (DAL) posted a first quarter profit of $746 million, or 90 cents per share. Intel (INTC) shares surged 4.3% after reporting earnings that met analysts’ expectations. And Bank of America (BAC) said first-quarter results were dampened slightly due to lower interest rates on its debt portfolios. Charlotte-based BAC was off 1.1%.

Lastly, a bit of interesting M&A news. How often have you used your Segway of late? Well, if you don’t have one, it is no surprise. The iconic maker of self-balancing personal electric scooters has been struggling recently and it was announced today that the company has been bought by a Chinese rival, Ninebot.

8 of our 10 ETFs in the Spotlight joined the rally, which was led by RSP with a 0.62% gain. On the downside, XLP slipped 0.28%. RSP and IOO made new highs for the year as the table in section 3 shows.

Read More