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April 24, 2015
Successful ETF Investing

Successful ETF Investing
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April 24, 2015
Weekly ETF Report

The Numbers Don’t Lie Very few things in life are as irrefutable as numbers. Sure, statistics can be manipulated to support all sorts of claims (witness the political realm). But when it comes to pure numeric performance, well, the numbers don’t lie. This week, I ran some numbers on the performance of some of the biggest exchange-traded funds (ETFs) here in the United States vs. some of the biggest ETFs around the world. Admittedly, this is a cross section of ETFs, some of which I look at each day to get a quick read on the markets. Here are the top-five domestic ETF performers, year to date, that I monitor daily. TICKER Name 1MO% 3MO% YTD% QQQ PowerShares QQQ 2.42 6.02 7.06 MDY S&P MidCap 400 SPDRs 0.38 5.59 5.83 IWM iShares Russell 2000 Index 0.15 6.71 5.37 IJR iShares S&P SmallCap 600 Index -0.59 6.03 4.36 SPY S&P 500 SPDRs 1.45 3.35 3.07 As you can see, each has had solid performance this year, with the tech-heavy PowerShares QQQ (QQQ) leading the charge higher, up a strong 7.06%. I was happy about this situation, as I own QQQ in our Successful ETF Investing portfolio. I then ran the numbers on the big international ETFs that I screen on a daily basis. One look at this segment made me even happier. TICKER Name 1MO% 3MO% YTD% FXI iShares FTSE/Xinhua China 25 20.73 18.66 24.74 EWJ iShares MSCI Japan Index 3.47 15.92 18.19 EEB Claymore BNY BRIC 12.48 6.75 13.55 EEM iShares […]

April 17, 2015
Successful ETF Investing

Successful ETF Investing
Subscribe Today

April 17, 2015
Weekly ETF Report

Under a Blood-Red Friday Sky Markets began the week with a sense of optimism about the potential for strong bank earnings and a continuation of upside in emerging markets such as China. Though bank earnings were on the whole solid, and while there were some bright spots for the bulls in stocks such as Netflix (NFLX), the real news this week was the huge sell-off on Friday. With about two hours left in the trading session on Friday, the Dow was down 330 points, or about 1.8%, as sellers stepped in big time on a host of concerns hitting the newswires. A poor quarterly report from Dow component American Express (AXP), along with news overnight that Chinese regulators were cracking down on the use of shadow financing to buy equities, and that they have expanded the supply of shares available for short sellers, combined to send stocks in the U.S., China and other markets plunging. Then there was news about renewed fears that Greece would default on its loan bailout from the Eurogroup, which could result in a Greek exit from the euro zone and a decided sell-off in stocks in the region. The action in domestic markets, Chinese markets and European markets reminds us all that when you’re in a bull market, often traders are on edge, ready to press the “sell” button on any potentially unsettling news. Certainly, the renewed fear of a Greek default and/or Greek exit from the European Union (EU) is a huge worry. Though […]

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The Irrefutable Story of Financial Results

April 24, 2015

The Numbers Don’t Lie Very few things in life are as irrefutable as numbers. Sure, statistics can be manipulated to support all sorts of claims (witness the political realm). But when it comes to pure numeric performance, well, the numbers don’t lie. This week, I ran some numbers on the performance of some of the biggest exchange-traded funds (ETFs) here in the United States vs. some of the biggest ETFs around the world. Admittedly, this is a cross section of ETFs, some of which I look at each day to get a quick read on the markets. Here are the top-five domestic ETF performers, year to date, that I monitor daily. TICKER Name 1MO% 3MO% YTD% QQQ PowerShares QQQ 2.42 6.02 7.06 MDY S&P MidCap 400 SPDRs 0.38 5.59 5.83 IWM iShares Russell 2000 Index 0.15 6.71 5.37 IJR iShares S&P SmallCap 600 Index -0.59 6.03 4.36 SPY S&P 500 SPDRs 1.45 3.35 3.07 As you can see, each has had solid performance this year, with the tech-heavy PowerShares QQQ (QQQ) leading the charge higher, up a strong 7.06%. I was happy about this situation, as I own QQQ in our Successful ETF Investing portfolio. I then ran the numbers on the big international ETFs that I screen on a daily basis. One look at this segment made me even happier. TICKER Name 1MO% 3MO% YTD% FXI iShares FTSE/Xinhua China 25 20.73 18.66 24.74 EWJ iShares MSCI Japan Index 3.47 15.92 18.19 EEB Claymore BNY BRIC 12.48 6.75 13.55 EEM iShares MSCI Emerg Mkts Index 8.61 7.54 11.57 EFA iShares MSCI EAFE Index...

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Investors have become complacent. Stocks are near all-time highs. Volatility is low. It's almost like investors are blind to the three coming catastrophes that can crash the market 30% or more in 2013:...
Current Recommendations
Fund Allocation
abc
25%
def
25%
ghi
25%
jkl
25%
Name Ticker Date Buy Price Stop Price
number 1 abc 08/30/2009 19.74 17.74
number 2 def 10/13/2009 19.72 17.72
number 3 ghi 05/15/2009 19.35 17.35
number 4 jkl 03/30/2009 20.08 17.08