Weekly StatSheet For The ETF/No Load Fund Tracker Newsletter – Updated Through 03/28/2013

Ulli ETF StatSheet Contact

ETF/Mutual Fund Data updated through Thursday, March 28, 2013

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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

The domestic 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 Trend Tracking Index (TTI—green line in above chart) has bounced off its long term trend line (red) by +3.96% as part of the post election rebound.

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 line to the downside. Be sure to tune into my blog for the latest updates.

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A Mixed Day On Data And Europe; Italian Political Turmoil Weighs

Ulli Market Commentary Contact

Wed pic

[Chart courtesy of MarketWatch.com]

The major indexes recovered from an early drop to finish mixed amid concerns Europe’s debt crisis is worsening and as pending home sales in the US tripped in February.

Equities headed to their session lows shortly after the open when a report from the National Association of Realtors showed pending home sales declined 0.4 percent in February following a revised 3.8 percent hike the prior month. The trade group cited limited supply of homes in certain parts of the country for the recent weakness.

Stocks however, recovered the bulk of their losses soon after, with the NAR data having little impact on equities.

Separately, the Institute of International finance said banks in Spain, Italy and Portugal may come under funding pressure following a controversial deal in Cyprus that saw imposition of levy on private bank deposits for a 10-billion euro bailout package.

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7 ETF Model Portfolios You Can Use – Updated through 3/26/2013

Ulli Model ETF Portfolios Contact

The events in Cyprus were front and center over the past week as the story lines changed more often than I care to count. In the end, the parliamentary process was circumvented as the European overlords dictated the terms without paying any attention to minor details such as a democratic process.

That’s been pretty much the theme throughout the European debt crisis as non-elected government officials make the rules without wanting to engage the voting public. Nevertheless, the S&P 500 recuperated from the prior small pullback and advanced 1% since last week’s ETF Model Portfolio report.

The benchmark has now reached a level that is again within striking distance of its 2007 all-time high, and I expect that number to be taken out shortly.

If you feel like you are left out and can’t decide how to participate conservatively in this bullish run, feel free to give to email me or give me a call. Especially, if you have a 401k with one of the large providers such as Fidelity or Vanguard, there are low volatility mutual funds in existence you are probably not aware of that are very suitable with trend tracking.

In the meantime, here is the latest update for our Model ETF Portfolios, which you can use based on your risk tolerance:

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US Indexes Surge On Manufacturing, Housing Improvement; Europe Rises On US Data

Ulli Market Commentary Contact

Tue pic

[Chart courtesy of MarketWatch.com]

Index ETFs advanced Tuesday, with the S&P 500 Index rebounding to within two points of its record and the Dow Industrials hitting a new high, after US durable goods orders rose more than estimated in February and home prices jumped the most since June 2006.

The Commerce Department reported orders for durable goods rose 5.7 percent in February, mainly due to a surge in automobile and aircraft orders. The number exceeds expectations of a growth rate of about 5 percent and suggests the economy is expanding at a 2.5-3 percent annual rate.

Equities got a boost today as residential real estate prices rose by 8.1 percent in January from a year ago, marking the biggest year-over-year growth since June 2008, according to the S&P Case-Shiller index released today.

On a downbeat note, consumer confidence slumped to 59.7 in March from a revised three-month high of 68 in the prior month as Washington’s budget battle soured Americans’ outlook of the economy.

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Travelling…

Ulli Uncategorized Contact

I will be spending most of the day on an air plane and in taxis getting back to my office. I most likely won’t have a chance to write today’s market commentary but will resume posting on Tuesday.

Ulli…

ETFs/Mutual Funds On The Cutline – Updated Through 3/22/2013

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 343 (last week 353) of them 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 93 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. 70 ETFs (last week 79) have managed to remain in bullish territory after the recent market volatility.

The third report covers Mutual Funds on the Cutline. There are currently 812 (last week 815) above the line and 47 below it out of the 859 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.