Home

Forgot?

Financial Inbox

July 2, 2015
Successful ETF Investing

Successful ETF Investing
Subscribe Today

July 2, 2015
Weekly ETF Report

A Q2 ETF Roundup The first half of the year is already over. Yes, I know it feels like we just kicked off 2015, but this weekend we celebrate our nation’s birthday. To me, the July 4th holiday represents the unofficial break before we get back to business in the second half of the year. So, how did things shake out during the first half of the year? How about during the second quarter? Let’s start with domestic stocks in the S&P 500 with the chart here of the SPDR S&P 500 (SPY). The benchmark measure of domestic equities faltered in the final week of the quarter, with SPY now trading below its short-term, 50-day moving average. Although the fund still remains above its long-term, 200-day moving average, the performance in Q2 is nothing to boast about. During Q2, SPY was basically flat, down 0.28%. Year to date, SPY has managed to eke out a total return of just 0.15%. That’s the definition of dead money. Unfortunately, the action was worse outside of the United States, with the iShares MSCI EAFE Index ETF (EFA) down 1.06% in Q2. Despite the pullback during the second three months of the year, EFA’s first quarter has kept its year-to-date performance strong with a 4.36% total return. The other big international market segment we like to track is emerging markets. In Q2, the iShares MSCI Emerging Markets ETF (EEM) also gave back ground, falling 1.27%. Through the first half of 2015, EEM still is […]

June 26, 2015
Successful ETF Investing

Successful ETF Investing
Subscribe Today

June 26, 2015
Weekly ETF Report

The ‘Big 3’ ETF Segment Divergence We are just days away from 2015’s halftime, and that’s a good excuse for us to take a look at how what I call the “Big 3” exchange-traded funds (ETFs) have performed this year. The Big 3 are the SPDR S&P 500 ETF Trust (SPY), the iShares MSCI EAFE ETF (EFA) and the iShares MSCI Emerging Markets ETF (EEM). The chart below displays each fund’s respective price action since the beginning of the year. As you can see, stocks in Europe, Australasia and the Far East (EFA) have easily outpaced stocks in the United States and stocks in emerging markets with a 10.04% year-to-date return through June 25. The preceding chart also clearly shows the big run in emerging markets (EEM) from mid-March through late April. Yet in the case of EEM, the fund has come back down hard after hitting the highs of the year. EEM is up 3.41% this year. As for domestic equities (SPY), their performance has been far less volatile than EEM, but the halftime result is just about the same. SPY has managed just 3.17% upside since the New Year. I’m still a firm believer in the potential upside of emerging markets, as I think many of these markets represent outstanding value and growth plays. As for Europe and the Far East, the latest money-printing schemes by both the European Central Bank (ECB) and the Bank of Japan (BOJ) continue to fuel this segment higher. That tells me that […]

Free Content »

How Key Sector ETFs Performed in Q2

July 2, 2015

A Q2 ETF Roundup The first half of the year is already over. Yes, I know it feels like we just kicked off 2015, but this weekend we celebrate our nation’s birthday. To me, the July 4th holiday represents the unofficial break before we get back to business in the second half of the year. So, how did things shake out during the first half of the year? How about during the second quarter? Let’s start with domestic stocks in the S&P 500 with the chart here of the SPDR S&P 500 (SPY). The benchmark measure of domestic equities faltered in the final week of the quarter, with SPY now trading below its short-term, 50-day moving average. Although the fund still remains above its long-term, 200-day moving average, the performance in Q2 is nothing to boast about. During Q2, SPY was basically flat, down 0.28%. Year to date, SPY has managed to eke out a total return of just 0.15%. That’s the definition of dead money. Unfortunately, the action was worse outside of the United States, with the iShares MSCI EAFE Index ETF (EFA) down 1.06% in Q2. Despite the pullback during the second three months of the year, EFA’s first quarter has kept its...

Recent Video alerts
Successful ETF Investing
Subscriber Tools »

Welcome to Successful ETF Investing

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