New ETFs On The Block: iShares MSCI Emerging Markets Horizon ETF (EMHZ)

Ulli Emerging Markets ETFs Contact

122227577iShares, the world’s biggest the exchange-traded fund issuer, recently launched a new emerging market fund that focuses on the “beyond BRICS” theme and looks to tap the rapid growth in other emerging markets in Asia, Eastern Europe, Latin America and the Middle East.

The iShares MSCI Emerging Markets Horizon ETF (EMHZ) provides exposure to companies that could well be the next generation of emerging market growth stars.

The passively-managed EMHZ tracks the MSCI Emerging Markets Horizon Index, a gauge that considers the smallest quartile of countries from the broader MSCI Emerging Markets Index. That makes the new fund a subset of the highly successful $36 billion iShares MSCI Emerging Markets ETF (EEM).

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11-21-2014

Ulli Newsletter Archives Contact

ETF/No Load Fund Tracker Newsletter For November 21, 2014

ETF/No Load Fund Tracker StatSheet

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

https://theetfbully.com/2014/11/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-11202014/

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Market Commentary

Friday, November 21, 2014

STOCKS FINISH SOLID AND MARK FIFTH STRAIGHT WEEK OF GAINS

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks moved higher on the week, which marks the fifth consecutive weekly advance. Markets were boosted by improving economic indicators, solid corporate profits and aggressive monetary policy stimulus from Europe to Asia.

All major indexes finished higher today. The S&P 500 gained 0.52%, the Dow 0.51% and the Nasdaq 0.24%. Once again, the S&P 500 and Dow closed at record highs.

Global markets advanced as well, as central bankers from China and Europe reiterated their support for markets and struggling economies abroad. The global rally was sparked after China announced a surprise interest rate cut and the European Central Bank chief Mario Draghi said the ECB is ready to take additional steps to stimulate the weak Eurozone economy.

The holiday-shortened week ahead is packed with economic data on Tuesday and Wednesday. Housing activity will be in focus with the release of new home sales, pending home sales, and several price indexes. Also getting attention will be Q3 GDP, which is seen being downwardly revised to a 3.3% annualized increase.

We will also hear additional insight into the strength of the consumer via the release of personal income and spending in October. Markets will be closed on Thursday for the Thanksgiving Holiday, and will have a shortened session on Friday.

All of our 10 ETFs in the Spotlight managed to close up today with 5 of them making new highs as the YTD table below shows.

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)

Our Trend Tracking Indexes (TTIs) picked up steam this week with the international one slowly but surely advancing on the plus side of its trend line. Today’s rally confirmed the trend change from bearish to bullish so, effective 11/24/14 the International TTI is back in ‘Buy’ mode. This affects all “broadly diversified international mutual funds and ETFs.”

Here’s how we ended the week:

Domestic TTI: +3.47% (last Friday +3.13%)—Buy signal since 10/22/2014

International TTI: +1.24% (last Friday +0.20%)—New Buy signal effective 11/24/14

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.

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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 Ed:

Q: Ulli: I have available funds to add to my investments but feel this is not the time. I’m 84 and do not feel comfortable investing with most funds at their record highs. Any thoughts would be appreciated.

A: Ed: The most important thing when investing is your personal comfort level. Nothing else matters more than that; neither the investment method, nor any news, opinions or even my suggested exit strategies for that matter. If you have any discomfort, simply don’t invest until such time that your risk tolerance allows you to do so.

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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 November 21, 2014

Ulli Market Commentary Contact

ETF/No Load Fund Tracker StatSheet

————————————————————-

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

https://theetfbully.com/2014/11/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-11202014/

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Market Commentary

Friday, November 21, 2014

STOCKS FINISH SOLID AND MARK FIFTH STRAIGHT WEEK OF GAINS

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks moved higher on the week, which marks the fifth consecutive weekly advance. Markets were boosted by improving economic indicators, solid corporate profits and aggressive monetary policy stimulus from Europe to Asia.

All major indexes finished higher today. The S&P 500 gained 0.52%, the Dow 0.51% and the Nasdaq 0.24%. Once again, the S&P 500 and Dow closed at record highs.

Global markets advanced as well, as central bankers from China and Europe reiterated their support for markets and struggling economies abroad. The global rally was sparked after China announced a surprise interest rate cut and the European Central Bank chief Mario Draghi said the ECB is ready to take additional steps to stimulate the weak Eurozone economy.

The Holiday-shortened week ahead is packed with economic data on Tuesday and Wednesday. Housing activity will be in focus with the release of new home sales, pending home sales, and several price indexes. Also getting attention will be Q3 GDP, which is seen being downwardly revised to a 3.3% annualized increase.

We will also hear additional insight into the strength of the consumer via the release of personal income and spending in October. Markets will be closed on Thursday for the Thanksgiving Holiday, and will have a shortened session on Friday.

All of our 10 ETFs in the Spotlight managed to close up today with 5 of them making new highs as the YTD table below shows.

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Weekly StatSheet For The ETF/No Load Fund Tracker Newsletter – Updated Through 11/20/2014

Ulli ETF StatSheet Contact

ETF/Mutual Fund Data updated through Wednesday, November 20, 2014

TOC

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 +3.28% keeping us in the market with newly established positions.

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Record Highs For The Dow And S&P

Ulli Market Commentary Contact

Thur pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks climbed back into record territory Thursday as investors were bullish on encouraging U.S. economic data. Today, we heard positive reports on lower inflation numbers, stronger home sales and decreasing jobless claims. The S&P 500 gained 0.21%, the Dow rose 0.19% (both finishing at new closing highs) while the Nasdaq climbed 0.56%.

On the flip side of domestic bullish economic news today was the survey of factory activity that came in from China. A preliminary survey of factory activity showed manufacturing in the world’s second-largest economy slid to a 6-month low. The Hang-Seng index dipped 0.1% on the day.

In tech, shares of Apple gained $1.90 or 1.7% today, to close at an all-time high of $116.57. Much of the buzz around Wall Street today centered around whether or not the stock will hit the $118.54 18-month price target, which is the current Wall Street estimate.

As we all know, analysts’ targets have historically proven to be too conservative on the stock. Of course, billionaire Carl Icahn had to chime in today, saying that the stock is worth more than $200 a share — essentially saying the Wall Street analysts that follow the stock are wrong. The question remains…will Apple become the first trillion dollar company?

7 of our 10 ETFs in the Spotlight gained on the day while 4 of them made new highs, as you can see in the YTD table below.

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Stocks Slip Into The Red On Latest Fed Minutes

Ulli Market Commentary Contact

Wed pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

Stocks slipped into negative territory today, driven lower by the latest release of the Fed Minutes. The minutes showed that some Fed policymakers favored eliminating a pledge to keep interest rates near zero “for a considerable time” but others worried that such a move could prompt financial markets to push up rates prematurely. The major indexes pulled back slightly, as the chart above shows.

There was a notable amount of buzz today regarding speculation as to whether or not the S&P 500 can reach the 2,100 mark by the end of the year. At present, the index is just 52 points away, and many analysts believe there is still room to run over the next month.

In the world of earnings reports, retailers were in focus today. Target (TGT) and Lowe’s (LOW) both reported earnings that topped Wall Street estimates. Shares of both companies gained more than 5%. Staples (SPLS) also reported higher earnings today, and the stock surged 9%.

In Asian markets, Tokyo’s Nikkei 225 index dropped 0.3% and Hong Kong’s Hang Seng index fell 0.7%. European stocks were mixed as Britain’s FTSE index fell 0.2% and Germany’s DAX index gained 0.2%.

2 of our 10 ETFs in the Spotlight gained on the day while making new highs at the same time as the YTD table below shows.

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