New ETFs On The Block: SPDR MSCI ACWI Low Carbon Target ETF (LOWC)

Ulli Equity ETFs Contact

91551549

State Street Global Advisors (SSGA), the exchange-traded fund issuer behind the SPDR range of products, recently unveiled the world’s first low-carbon ETF in order to give investors exposure in a fund that cares for the environment.

The newly-launched State Street MSCI ACWI Low Carbon Target ETF (LOWC) focuses on companies that are carbon-efficient and emit less-amount of green-house gases compared to their peers.

Nevertheless, the low carbon emphasis should not lead you to think that LOWC employs some obscure investment theme or holds a raft of no-name stocks. Rather, the portfolio contains a slew of familiar, large cap companies from different sectors, including energy.

Read More

01-09-2015

Ulli Newsletter Archives Contact

ETF/No Load Fund Tracker Newsletter For January 9, 2015

ETF/No Load Fund Tracker StatSheet

————————————————————-

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

https://theetfbully.com/2015/01/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-01082015/

————————————————————

Market Commentary

Friday, January 9, 2015

MARKETS COULDN’T HOLD MOMENTUM TO FINISH THE WEEK

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Volatility has been the ­name of the game thus far as we round out the second week of trading in 2015. After two straight days of gains and a revived bullish sentiment, all major indexes tumbled back into the red today. Looking back on the week, you may remember that the DOW took a major dive on Monday and Tuesday before mounting a 536 point rebound on Wednesday and Thursday.

In economic news, the slower-than-usual economic recovery still shows signs of acceleration, giving it strength to last longer than average. The U.S. economy added 256,000 jobs in December, slightly above the expected increase of 240,000. In addition, the unemployment rate dropped to 5.6% from 5.8%, although much can be contributed to people dropping out of the labor pool.

For all you BitCoin lovers, BitStamp, the world’s third-largest bitcoin exchange, saved its reputation today by reopening for business within a week of losing upward of $5 million worth of bitcoins due to a security breach. CEO Nejc Kodric was quoted today saying that the new service will be “safer and more secure than ever,” and this includes new cloud support from Amazon.

In the week to come, inflation readings will get the bulk of the attention, as declining energy prices have dampened inflation readings and expectations as of late. The PPI will be released on Thursday followed by the consumer price index on Friday. Other readings include the retail sales for December, consumer sentiment and industrial production. We’ll also get early figures on manufacturing activity in January from the Philadelphia and New York regions.

All of our 10 ETFs in the Spotlight headed lower today with financials (IYF) taking the lead with -1.26%. 3 of the 10 ETFs listed have managed to eke gains YTD as you can see in section 2.

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.

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)

For the week, our Trend Tracking Indexes (TTIs) showed a mixed picture with the Domestic one staying just about even, while the International one slipped deeper into bear market territory.

Here’s how we ended this week:

Domestic TTI: +2.43% (last Friday +2.65%)—Buy signal since 10/22/2014

International TTI: -2.19% (last Friday -0.88%)—New Sell signal effective 12/15/14

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

Reader Ed:

Q: Ulli: Do you post a sell signal for US ETFS/Funds should it occur during the week, between newsletters?

A: Ed: Whenever a Buy or Sell signal occurs I post it to the blog the same day. It also gets emailed to all subscribers, but I recommend you check the blog when we appear to get close, since email delivery is not always very reliable.

———————————————————-

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 January 9, 2015

Ulli ETF Tracker Contact

ETF/No Load Fund Tracker StatSheet

————————————————————-

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

https://theetfbully.com/2015/01/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-01082015/

————————————————————

Market Commentary

Friday, January 9, 2015

MARKETS COULDN’T HOLD MOMENTUM TO FINISH THE WEEK

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Volatility has been the ­name of the game thus far as we round out the second week of trading in 2015. After two straight days of gains and a revived bullish sentiment, all major indexes tumbled back into the red today. Looking back on the week, you may remember that the DOW took a major dive on Monday and Tuesday before mounting a 536 point rebound on Wednesday and Thursday.

In economic news, the slower-than-usual economic recovery still shows signs of acceleration, giving it strength to last longer than average. The U.S. economy added 256,000 jobs in December, slightly above the expected increase of 240,000. In addition, the unemployment rate dropped to 5.6% from 5.8%, although much can be contributed to people dropping out of the labor pool.

For all you BitCoin lovers, BitStamp, the world’s third-largest bitcoin exchange, saved its reputation today by reopening for business within a week of losing upward of $5 million worth of bitcoins due to a security breach. CEO Nejc Kodric was quoted today saying that the new service will be “safer and more secure than ever,” and this includes new cloud support from Amazon.

In the week to come, inflation readings will get the bulk of the attention, as declining energy prices have dampened inflation readings and expectations as of late. The PPI will be released on Thursday followed by the consumer price index on Friday. Other readings include the retail sales for December, consumer sentiment and industrial production. We’ll also get early figures on manufacturing activity in January from the Philadelphia and New York regions.

All of our 10 ETFs in the Spotlight headed lower today with financials (IYF) taking the lead with -1.26%. 3 of the 10 ETFs listed have managed to eke gains YTD as you can see in section 2.

Read More

Weekly StatSheet For The ETF/No Load Fund Tracker Newsletter – Updated Through 01/08/2015

Ulli ETF StatSheet Contact

ETF/Mutual Fund Data updated through Thursday, January 8, 2015

TOC 121514

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 +2.88% keeping us in the market with newly established positions.

Read More

Markets Turn Around After Worst 3-Day Start Since ‘08

Ulli Market Commentary Contact

Thur pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks rallied big time for a second straight day. The Dow advanced 323 points today and has almost wiped out early-year losses. The advance was broad, with the S&P materials, energy and technology sectors each rising more than 2%, leading the day’s gains.

The same forces that sparked the market bounce Wednesday — stabilization in oil prices and rising hopes for more aggressive stimulus from central bankers in the Eurozone — drove prices higher again Thursday.

U.S. crude oil, whose free-fall was among the catalysts for the recent selloff in stocks, gained for a second day, settling at $48.79 per barrel. Signs that oil prices may be stabilizing have boosted investor sentiment, although market analysts were still not ready to say prices had found a floor.

A continuation of good economic data at home this morning also gave Wall Street reason to breathe more easily. The number of Americans filing initial jobless claims fell 4,000 last week to 294,000. That positive news follows Wednesday’s better-than-expected readings on private job creation last month and a temporary sizable drop in the nation’s deficit for November.

Again, all of our 10 ETFs in the Spotlight closed up with iShares Global 100 (IOO) being the winner with a gain of +1.95% for the day. Two new highs were made as the YTD table below shows.

Read More

Markets Bounce Back Today; Not A Fed Minute Too Soon

Ulli Market Commentary Contact

Wed pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

If you read yesterday’s article, you may remember that I mentioned the Dow has dropped 500 points in the last two days. Well, today the Dow regained 200 points as all major indexes rallied more than 1.15%.

The Fed minutes release of their last month’s meeting was the main driver that pushed markets higher today. The minutes from the Dec. 16-17 meeting noted that the U.S. central bank said economic weakness abroad posed a “downside risk” to the U.S. economy, but was quick to shrug off those worries because they expect more stringent further reponses from foreign central banks to help jumpstart Eurozone growth.  In closing, the minutes also reemphasized that they will remain patient regarding interest rate hikes later this year.

Declining oil prices have been all over the news during the past two months, but today prices bounced back, snapping a four-day losing streak. Exxon Mobil Corp (XOM) shares rose 1% to $90.72.

Shares of Dick’s Sporting Goods Inc (DKS) gained 11.7% today to close at $55.01 a share. According to Reuters, people familiar with the matter said the company is holding early-stage conversations with a handful of buyout firms about going private.

All of our 10 ETFs in the Spotlight joined the reversal and closed higher with healthcare (XLV) being the clear winner with a gain of +2.35% for the day.

Read More