ETFs/Mutual Funds On The Cutline – Updated Through 02/13/2015

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 273 (last week 253) 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. 45 ETFs (last week 41) have managed to remain in bullish territory after the recent market volatility.

The third report covers Mutual Funds on the Cutline. There are currently 423 (last week 310) above the line and 397 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 Greek Banks Face An Immediate Cash Crunch?

Ulli Market Review Contact

92835431The Germans and the Greeks seem to have made some progress on semantics in the ongoing debt negotiations, said Gilles Moec, Chief European Economist at the Bank of America Merrill Lynch.

They have started to discuss the technicalities of the Greece debt-problem, which is a huge achievement. They have still not agreed on the principles – the Greeks are insisting to start things from scratch while the Germans seem to maintain that the existing program is the reference for any future deal.

However, they have agreed there should be some kind of a technical-assessment, which clearly shows there is a willingness to negotiate. Both sides started off with a lot of rhetoric, but have toned down since. For the Greek leaders, it makes sense to maintain a tough posture as long as there’s no pressing need for money because they have to cater to their own constituency at home.

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New ETFs On The Block: Reality Shares DIVS ETF (DIVY)

Ulli Dividend ETFs Contact

95519646San Diego-based Reality Shares Advisors, LLC, a new player in the exchange traded funds business, recently launched its first product that offers retail investors a unique investment option; eliminate the noise from dividend investing.

Founded by Smith and Barney and Morgan Stanley veteran Eric Ervin and his colleagues in 2012, the firm took two and a half years to launch its first product. The Reality Shares DIVS ETF (DIVY) uses derivative instruments to strip out stock price gyrations while capturing dividend growth.

To be sure, DIVY uses a strategy that has been used by institutional investors using structured products for a long time, mostly for their high net-worth clients. But such a strategy is being offered for the first time to retail investors in an ETF wrapper.

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02-13-2015

Ulli Newsletter Archives Contact

ETF/No Load Fund Tracker Newsletter For February 13, 2015

ETF/No Load Fund Tracker StatSheet

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

https://theetfbully.com/2015/02/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-02122015/

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Market Commentary

Friday, February 13, 2015

S&P 500 NOTCHES RECORD HIGH TO CLOSE WEEK

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

The bulls charged forward to close out the second week of trading in February. The S&P 500 closed at a new all-time high of 2,096.99 and the Dow above 18,000 again. This was the first record close of 2015 for the S&P, after 53 record closes last year. Needless to say, investors were smiling at the end of trading today.

What boosted markets higher on the week? International concerns eased, removing some of the anxiety that has been in the market for the past few weeks. Greece’s recent conflict with EU leaders over terms from the bailout funds received several years ago seemed to simmer down. And a cease-fire in Ukraine also lifted additional international concerns. Fourth-quarter earnings season is coming to end, which also removes some uncertainty, as companies were once again able to exceed Wall Street expectations and post nice earnings growth.

Markets are closed for Presidents Day on Monday, but it is a fairly busy week for economic data. Manufacturing activity will be in focus with the release of industrial production, and the Philly and New Year Federal regional surveys. Leading indicators will also give a fresh look into the direction of the economy over the next several months. However, the headlines of the week will likely be the producer price index and the FOMC meeting minutes that are released on Wednesday. The Fed has been able to remain patient while inflation has been muted, keeping interest rates near zero, so both of the releases will be closely watched for additional details as to when the Fed may increase rates.

6 our 10 ETFs in the Spotlight closed up with 5 of them making new highs; 9 of them are showing gains YTD as you can see in table 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.

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 rally and closed higher. As I wrote yesterday, in the absence of a major sell-off this morning, which did not happen, the International TTI has now generated a new Buy signal effective 2/13/15.

Here’s how this week ended:

Domestic TTI: +3.65% (last Friday +2.77%)—Buy signal effective 10/22/2014

International TTI: +2.39% (last Friday -0.89%)—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 Chuck:

Q: Ulli: I was just wondering why you don’t have a diversified REIT, such as VNQ, in your broadly diversified ETFs that you track/recommend.

A: Chuck: When I scanned through the ETF criteria for those to be included in the “ETFs in the Spotlight” list, none of the REITs made the cut. That does not mean they are not a viable investment option, it merely means that they did fulfill the requirement to make it on this particular list.

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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 February 13, 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/2015/02/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-02122015/

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Market Commentary

Friday, February 13, 2015

S&P 500 NOTCHES RECORD HIGH TO CLOSE WEEK

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

The bulls charged forward to close out the second week of trading in February. The S&P 500 closed at a new all-time high of 2,096.99 and the Dow above 18,000 again. This was the first record close of 2015 for the S&P, after 53 record closes last year. Needless to say, investors were smiling at the end of trading today.

What boosted markets higher on the week? International concerns eased, removing some of the anxiety that has been in the market for the past few weeks. Greece’s recent conflict with EU leaders over terms from the bailout funds received several years ago seemed to simmer down. And a cease-fire in Ukraine also lifted additional international concerns. Fourth-quarter earnings season is coming to end, which also removes some uncertainty, as companies were once again able to exceed Wall Street expectations and post nice earnings growth.

Markets are closed for Presidents Day on Monday, but it is a fairly busy week for economic data. Manufacturing activity will be in focus with the release of industrial production, and the Philly and New Year Federal regional surveys. Leading indicators will also give a fresh look into the direction of the economy over the next several months. However, the headlines of the week will likely be the producer price index and the FOMC meeting minutes that are released on Wednesday. The Fed has been able to remain patient while inflation has been muted, keeping interest rates near zero, so both of the releases will be closely watched for additional details as to when the Fed may increase rates.

6 our 10 ETFs in the Spotlight closed up with 5 of them making new highs; 9 of them are showing gains YTD as you can see in table 2.

Read More

Weekly StatSheet For The ETF/No Load Fund Tracker Newsletter – Updated Through 02/12/2015

Ulli ETF StatSheet Contact

ETF/Mutual Fund Data updated through Thursday, February 12, 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 +3.55% keeping us in the market with our established positions.

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