ETFs/Mutual Funds On The Cutline – Updated Through 08/22/2014

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 398 ETFs, of which currently 344 (last week 325) 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. 73 ETFs (last week 71) have managed to remain in bullish territory after the recent market volatility.

The third report covers Mutual Funds on the Cutline. There are currently 776 (last week 708) above the line and 74 below it out of the 850 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: Will The European Central Bank Bail Out France?

Ulli Market Review Contact

92835431Russian equities have witnessed heightened volatility in recent times, shedding 20 percent and then recouping losses to trade 20 percent higher than recent lows. Even after three rounds of sanctions, the Russian market has been surprisingly resilient, said Stephen Isaacs, Chairman of Investment Committee at Alvine Capital Ltd, London.

Also, the time to generally buy in emerging markets is when there’s “blood on the streets,” so to speak. If an investor entered an emerging market during a crisis, they would have realized that it was a very good entry point. Russia is a very big country and valuations are very cheap, though they were cheap even before the crisis in equity markets erupted.

Selectively, mobile telephone companies such as MTS have good, sound businesses and they are making money. They are paying dividends and they should not be completely ignored. This is a political crisis and should be solved politically.

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New ETFs On The Block: Direxion iBillionaire Index ETF (IBLN)

Ulli Managed ETFs Contact

115879428Direxion, the WI-based manager better known for its suite of leveraged and inverse exchanged-traded funds, launched a new fund that allows the ordinary investor to invest like billionaires. The Direxion iBillionaire Index ETF (IBLN) is similar to the Global X Guru ETF (GURU), but holds a smaller basket.

The new fund tracks the iBillionaire Index, a proprietary equity benchmark launched in November 2013 that aims to outperform the S&P 500 index. IBLN runs a equally-weighted portfolio of 30 of the large-cap (market cap greater than $1 billion) S&P 500 stocks that are most favored by a pool of up to 10 billionaire investors, as disclosed by their most recent 13F filings with the SEC.

Institutional investment managers that have discretion over assets in excess of $100 million are required to file the 13F report, detailing their quarterly holdings. All billionaires in the pool are selected based on personal net worth, source of wealth, portfolio concentration and performance over time.

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08-22-2014

Ulli Newsletter Archives Contact

ETF/No Load Fund Tracker Newsletter For August 22, 2014

ETF/No Load Fund Tracker StatSheet

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

https://theetfbully.com/2014/08/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-08212014/

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Market Commentary

Friday, August 22, 2014

STOCKS SLUMP TO CLOSE OUT AN OTHERWISE PROFITABLE WEEK

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

The Dow Jones lost 0.2%, the S&P 500 also fell 0.2% and the Nasdaq gained 0.1% on the day. Friday’s drag broke the four-day winning streak of the major benchmarks that saw the S&P 500 hit its 28th record close of the year and the Dow move back above the 17,000 mark.

Investors seem to continuously look for any clues on the timing of future interest rate hikes, but Yellen indicated today that the Fed’s decision about when to raise interest rates is particularly challenging and will depend on the speed of the economic recovery.

On the economy, a slow week for economic data showed housing data largely improved. Existing home sales rose 2.4% in July from June, the fourth consecutive increase and now at the highest level in nearly a year. The better-than-expected results were led by the increase in single-family sales.

And in international news, Russia was back in the headlines as we heard today from NATO that it had seen large transfers of advanced weapons and an “alarming build-up” of Russian forces near Ukraine. Trucks carrying what Russia says is humanitarian aid crossed the border into Ukraine, whose government said the move amounted to an invasion because the convoy advanced without its consent. We can only look to next week to see what surprises may arise around this conflict.

2 of our 10 ETFs in the Spotlight managed to gain today while making new highs for the year.

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

All of them are currently in “buy” mode, meaning their prices are above their respective long term trend lines by the percentage indicated (%M/A).

Year to date, here’s how the above candidates have fared so far:

YTD

To be clear, 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 is taken out in the “Off High” column.

3. Domestic Trend Tracking Indexes (TTIs)

Our Trend Tracking Indexes (TTIs) stayed with the uptrend and closed higher for the week:

Domestic TTI: +2.87% (last Friday +2.29%)

International TTI: +2.15% (last Friday +1.30%)

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 Mark:

Q: Ulli: Thank you for a great web site.  Just one question. Is the best time to buy or add additional positions into the Domestic and International funds is when your TTI green line gets close to the red moving averages?  When is the best time to enter a position?

Thanks in advance for your reply.

A: Mark: Yes, ideally, you would add or establish new positions when the TTI green line is in close proximity to its red trend line.

However, that is not always practical, since it may take months for this to happen while we are in a bull market, and you’d be missing out on upside potential. A better way is to determine your risk tolerance, and then invest incrementally in the markets regardless of where the TTI stands. If you combine this with my recommended sell stop discipline, you’ll know exactly the risk you are taking with your portfolio at anytime.

Click on the below link to watch my video on this topic:

https://www.youtube.com/watch?v=9bMzdkYY-hk

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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 August 22, 2014

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/2014/08/weekly-statsheet-for-the-etfno-load-fund-tracker-newsletter-updated-through-08212014/

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Market Commentary

Friday, August 22, 2014

STOCKS SLUMP TO CLOSE OUT AN OTHERWISE PROFITABLE WEEK

Fri pic

[Chart courtesy of MarketWatch.com]

1. Moving the Markets

The Dow Jones lost 0.2%, the S&P 500 also fell 0.2% and the Nasdaq gained 0.1% on the day. Friday’s drag broke the four-day winning streak of the major benchmarks that saw the S&P 500 hit its 28th record close of the year and the Dow move back above the 17,000 mark.

Investors seem to continuously look for any clues on the timing of future interest rate hikes, but Yellen indicated today that the Fed’s decision about when to raise interest rates is particularly challenging and will depend on the speed of the economic recovery.

On the economy, a slow week for economic data showed housing data largely improved. Existing home sales rose 2.4% in July from June, the fourth consecutive increase and now at the highest level in nearly a year. The better-than-expected results were led by the increase in single-family sales.

And in international news, Russia was back in the headlines as we heard today from NATO that it had seen large transfers of advanced weapons and an “alarming build-up” of Russian forces near Ukraine. Trucks carrying what Russia says is humanitarian aid crossed the border into Ukraine, whose government said the move amounted to an invasion because the convoy advanced without its consent. We can only look to next week to see what surprises may arise around this conflict.

2 of our 10 ETFs in the Spotlight managed to gain today while making new highs for the year.

Read More

Weekly StatSheet For The ETF/No Load Fund Tracker Newsletter – Updated Through 08/21/2014

Ulli ETF StatSheet Contact

ETF/Mutual Fund Data updated through Thursday, August 21, 2014

Table of Content082312

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 10/25/2011

TTI

Our main directional indicator, the Domestic Trend Tracking Index (TTI), broke through its long-term trend line generating a Sell for this area effective 8/9/2011. Over the recent past, we’ve seen the TTI hovering slightly below and above this dividing line between bullish and bearish territory. The clear break to the upside occurred on 10/24/11 and, effective 10/25/11, a new Buy signal for domestic equities went into effect.

As of today, our TTI (green line in above chart) is positioned above its long term trend line (red) by +3.03%.

To avoid a potential whip-saw, a Sell signal to move out of all domestic equity positions will be generated once we have clearly pierced the red line to the downside. Be sure to tune in for the latest updates.

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