Self Directed Investor Inc
SDI: "Empowering investors with ideas and education"
Symbol Lookup »  
Topics:ChinaETFsEarningsEconomyEnergyForexGoldIncomeLessonsIdeasTrading

  • Other news: News from PR Newswire
| More

ETF Insider: Euro Drama Far From Gone

Sat, Nov 12, 11:14 AM ET, by Michael Johnston

European debt woes dominated headlines all of last week yet again as investor worries over the debt burdened currency bloc continue to weigh down on the markets. Euphoria swept over the markets after Berlusconi’s resignation announcement earlier in the week, paving the way higher for European and U.S. equities alike. However, fear quickly returned the following day as yields on Italian bonds spiked, worrying many that the ECB would not be able to deal with a potentially full blow financial crisis. On the home front, the U.S. trade deficit shrank more than expected and new claims for unemployment benefits sank to a multi-month low, improving investors’ confidence in the domestic economic recovery. Gold inched a bit higher amidst all of the Euro zone drama last week, with the precious metal closing just underneath $1,800 an ounce.

Actionable ETF Trade Ideas

Last Week's Actionable ETF Ideas
Ticker Position Performance
JXI

Long


-2.3%
GUR

Long

-4.5%
WIP

Long

+0.5%

Our picks from Monday’s Insider didn’t fare too well this week as volatility in the markets stopped us out of two trade recommendations while our third pick was fairly directionless. Below, we highlight how our trade ideas fared during the week [sign up for a free trial of ETFdb Pro to get actionable ETF ideas every Monday, as well as access to more than 30 all-ETF model portfolios].

Trade #1 Long JXI: Down 2.3%

This recommendation got off to a strong start on Monday morning, and JXI even went onto extend gains into Tuesday. Euro zone fears dominated markets on Wednesday however, sparking a broad based sell-off and putting considerable pressure downward pressure on JXI. We stuck to our rules and sold our long position at $42 a share, incurring a 2.3% loss for the week.

Trade #2 Long GUR: Down 4.5%

This emerging Europe ETF got off to a solid start and inched higher into Tuesday, closing above key resistance at the $42.50 a share level. The minimal gains were quickly erased on Wednesday after Italian debt woes pushed European equity indexes desperately lower, likewise triggering our stop loss for GUR. Once again we stuck to our rules and cut our losses at $40 a share, incurring a 4.5% loss for the week.

Trade #3 Long WIP: Up 0.5%

This was our fundamentally defensive pick for the week and unfortunately WIP failed to take on safe haven appeal amidst all of the Euro zone uncertainty as we had hoped for. This ETF got off to a strong start early in the week, however the broad market sell-off on Wednesday brought it back down, eliminating the previous days gains. WIP drifted just above our stop loss at $58 a share for the remainder of the week, closing at $58.68 a share on Friday and tacking on a small 0.5% gain for the week.

ETFdb Portfolios

Retirement ETFdb Portfolios

Stock markets finished the week in positive territory, however, all of the volatility has taken its toll on our retirement portfolios. Our most conservative Ready To Retire portfolio continues to lead the way higher thanks to its hefty fixed income allocation. Likewise, our equity-heavy Aggressive portfolio sits at the bottom of the barrel in terms of year-to-date performances given all of the chaotic trading that has dominated stock markets since the beginning of August earlier this year.

ETFdb Portfolio YTD Return
Ready To Retire 4.55%
5 Years To Retirement 1.44%
Moderate 0.43%
10 Years To Retirement -0.15%
20 Years To Retirement -2.01%
30 Years To Retirement -3.28%
Aggressive -5.55%
Cheapskate n/a

Themed Portfolio

Our themed portfolios inched higher this week and from a year-to-date perspective half of them are in positive territory, with the remainder still struggling to clinch onto gains for the year. The Simple (But Effective) Safe Haven portfolio continues to dominate the top of the rankings list as uncertainty remains high in the markets. Likewise, the “riskier” Emerging & Frontier Markets portfolio remains very beat down, although surprisingly the RAFI portfolio sits at the bottom of the barrel in terms of year-to-date performances.

ETFdb Portfolio YTD Return
Simple (But Effective) Safe Haven 8.28%
The Sky Is Falling 7.32%
High Yield 2.74%
Black Swan Hyperinflation 1.59%
Ex-Europe 0.82%
High-Tax Bracket -1.57%
Alpha Seeker Portfolio 2.0 -1.94%
Ex-U.S -6.03%
Emerging & Frontier Markets -8.04%
RAFI -10.08%
Ben Graham 50/50 n/a
Small Cap n/a
Actively-Managed n/a
Easy-As-ABC n/a
AlphaDEX n/a
Africa-Centric n/a
Commodity Guru n/a
LatAm Centric n/a
Global Titans n/a
Better-Than-AGG Total Bond Market n/a
Asia-Centric n/a
Africa-Centric n/a
Euro Free Europe Portfolio n/a

New ETF Highlights

The exchange-traded universe continues to expand as several issuers rolled out first-to-market products over the past week. Check out our ETF Launch Center for complete updates on all new ETFs.

ETF Launches

Canada Bond Index Fund (CAD)

PIMCO introduced their new Canada Bond Index Fund, CAD, which tracks the BofA Merrill Lynch Diversified Canada Government Bond Index. This index consists of Canadian dollar-denominated investment grade bonds and the debt securities include sovereign and quasi-government debt.

Germany Bond Index Fund (BUND)

PIMCO launched their Germany Bond Index Fund, BUND, which tracks the BofA Merrill Lynch Diversified Germany Bond Index. This fund seeks to offer exposure to euro-denominated investment grade bonds issued by German entities. The debt securities include sovereign, quasi-government, corporate, securitized, and collateralized debt.

Disclosure: No positions at time of writing.


SDI Glossary: "Alpha" Definition
SDI Glossary: "Bond" Definition
SDI Glossary: "ETFs" Definition
SDI Glossary: "Stock" Definition
SDI Glossary: "Yield" Definition
This Article's Word Cloud:   BofA   Bond   Canada   Centric   ETFdb   Euro   Europe   European   Fund   Germany   Government   Index   Launch   Long   Monday   Portfolio   Retirement   This   Trade   Wednesday   Years   again   bonds   closing   continues   date   debt   dominated   down   gains   higher   however   inched   loss   markets   over   performances   portfolio   portfolios   positive   share   start   territory   this   trade   volatility   week   with   year   zone

| More

iShares MSCI Finland Capped Breaks Below 200-Day Moving Average - Notable for EFNL
Wed, Mar 4, 11:14 AM ET, by ETF Channel

In trading on Wednesday, shares of the iShares MSCI Finland Capped ETF (EFNL) crossed below ...

Shares of TUR Now Oversold
Wed, Mar 4, 11:14 AM ET, by ETF Channel

In trading on Wednesday, shares of the iShares MSCI Turkey ETF (TUR) entered into oversold ...

FTSL Makes Notable Cross Below Critical Moving Average
Wed, Mar 4, 11:14 AM ET, by ETF Channel

In trading on Wednesday, shares of the First Trust Senior Loan Fund ETF (FTSL) crossed ...

VGT, HPQ, TEL, BRCM: Large Inflows Detected at ETF
Wed, Mar 4, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: VGT, HPQ, TEL, BRCM Exchange traded funds (ETFs) trade just ...

TIP: Large Inflows Detected at ETF
Wed, Mar 4, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: TIP Exchange traded funds (ETFs) trade just like stocks, but ...

QLD, ALTR, AAL, ADI: Large Outflows Detected at ETF
Wed, Mar 4, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: QLD, ALTR, AAL, ADI Exchange traded funds (ETFs) trade just ...

11.1% of MDYV Holdings Seeing Recent Insider Buys
Wed, Mar 4, 9:54 AM ET, by ETF Channel

A look at the weighted underlying holdings of the SPDR S&P 400 Mid Cap Value ...

USB a Top 25 Dividend Giant With $2.49B Held By ETFs
Wed, Mar 4, 9:34 AM ET, by ETF Channel

U.S. Bancorp (USB) has been named as a Top 25 ''Dividend Giant'' by ETF Channel, ...

AFL Named A Top Socially Responsible Dividend Stock
Wed, Mar 4, 9:24 AM ET, by ETF Channel

AFLAC Inc. (AFL) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, ...

Mallinckrodt Moves Up In Analyst Rankings, Passing Akamai Technologies
Tue, Mar 3, 11:54 AM ET, by ETF Channel

In a study of analyst recommendations at the major brokerages, for the underlying components of ...

Vanguard S&P 500 ETF Experiences Big Inflow
Tue, Mar 3, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: VOO Exchange traded funds (ETFs) trade just like stocks, but ...

TLH: Large Outflows Detected at ETF
Tue, Mar 3, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: TLH Exchange traded funds (ETFs) trade just like stocks, but ...

iShares Russell Mid-Cap Growth ETF Experiences Big Inflow
Tue, Mar 3, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: IWP, KR, CCI, MHFI Exchange traded funds (ETFs) trade just ...

EWT: Large Inflows Detected at ETF
Tue, Mar 3, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: EWT Exchange traded funds (ETFs) trade just like stocks, but ...

13.9% of FYT Holdings Seeing Recent Insider Buys
Tue, Mar 3, 10:14 AM ET, by ETF Channel

A look at the weighted underlying holdings of the First Trust Small Cap Value AlphaDEX ...

14.8% of FDM Holdings Seeing Recent Insider Buys
Tue, Mar 3, 10:14 AM ET, by ETF Channel

A look at the weighted underlying holdings of the First Trust Dow Jones Select MicroCap ...

XLU Makes Notable Cross Below Critical Moving Average
Mon, Mar 2, 4:14 PM ET, by ETF Channel

In trading on Monday, shares of the Utilities Select Sector SPDR Fund ETF (XLU) crossed ...

RYU Crosses Below Key Moving Average Level
Mon, Mar 2, 3:54 PM ET, by ETF Channel

In trading on Monday, shares of the Guggenheim S&P 500 Equal Weight Utilities ETF (RYU) ...

Alexion Pharmaceuticals Takes Over #13 Spot From Tyson Foods
Mon, Mar 2, 12:14 PM ET, by ETF Channel

In a study of analyst recommendations at the major brokerages, for the underlying components of ...

XLV, UNH, ABBV, AGN: ETF Inflow Alert
Mon, Mar 2, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: XLV, UNH, ABBV, AGN Exchange traded funds (ETFs) trade just ...

Technology Select Sector SPDR Fund Experiences Big Outflow
Mon, Mar 2, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: XLK, MA, TXN, CRM Exchange traded funds (ETFs) trade just ...

VWO, TSU, EC, YZC: Large Inflows Detected at ETF
Mon, Mar 2, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: VWO, TSU, EC, YZC Exchange traded funds (ETFs) trade just ...

VNQ: Large Outflows Detected at ETF
Mon, Mar 2, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: VNQ Exchange traded funds (ETFs) trade just like stocks, but ...

VBK: ETF Outflow Alert
Mon, Mar 2, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: VBK Exchange traded funds (ETFs) trade just like stocks, but ...

VB, RNG, DPLO, CUDA: ETF Outflow Alert
Mon, Mar 2, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: VB, RNG, DPLO, CUDA Exchange traded funds (ETFs) trade just ...

Daily Financial Bull 3x Shares Experiences Big Outflow
Mon, Mar 2, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: FAS, AFL, AMG, ARE Exchange traded funds (ETFs) trade just ...

ERX: Large Inflows Detected at ETF
Mon, Mar 2, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: ERX Exchange traded funds (ETFs) trade just like stocks, but ...

CWB Makes Bullish Cross Above Critical Moving Average
Mon, Mar 2, 10:54 AM ET, by ETF Channel

In trading on Monday, shares of the SPDR Barclays Convertible Securities ETF (CWB) crossed above ...

EMB: ETF Inflow Alert
Mon, Mar 2, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: EMB Exchange traded funds (ETFs) trade just like stocks, but ...

ICF, EQR, HCN, VTR: ETF Outflow Alert
Mon, Mar 2, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: ICF, EQR, HCN, VTR Exchange traded funds (ETFs) trade just ...

Why Prologis is a Top Socially Responsible Dividend Stock
Mon, Mar 2, 10:14 AM ET, by ETF Channel

Prologis Inc (PLD) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, ...

Vanguard FTSE Europe Breaks Above 200-Day Moving Average - Bullish for VGK
Fri, Feb 27, 4:14 PM ET, by ETF Channel

In trading on Friday, shares of the Vanguard FTSE Europe ETF (VGK) crossed above their ...

DWM Crosses Above Key Moving Average Level
Fri, Feb 27, 3:54 PM ET, by ETF Channel

In trading on Friday, shares of the WisdomTree DEFA Fund ETF (DWM) crossed above their ...

Capital One Financial Moves Up In Analyst Rankings, Passing PerkinElmer
Fri, Feb 27, 11:54 AM ET, by ETF Channel

In a study of analyst recommendations at the major brokerages, for the underlying components of ...

JNK: Large Inflows Detected at ETF
Fri, Feb 27, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: JNK Exchange traded funds (ETFs) trade just like stocks, but ...

IYT, FDX, UNP, KSU: Large Outflows Detected at ETF
Fri, Feb 27, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IYT, FDX, UNP, KSU Exchange traded funds (ETFs) trade just ...

UST: Large Outflows Detected at ETF
Fri, Feb 27, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: UST Exchange traded funds (ETFs) trade just like stocks, but ...

RSX, YNDX, VIP, CTCM: ETF Inflow Alert
Fri, Feb 27, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: RSX, YNDX, VIP, CTCM Exchange traded funds (ETFs) trade just ...

FBT, ICPT, NVAX, PCYC: ETF Inflow Alert
Fri, Feb 27, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: FBT, ICPT, NVAX, PCYC Exchange traded funds (ETFs) trade just ...

IEV: Large Outflows Detected at ETF
Fri, Feb 27, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: IEV Exchange traded funds (ETFs) trade just like stocks, but ...

Lockheed Martin a Top 25 Dividend Giant With $2.49B Held By ETFs
Fri, Feb 27, 10:14 AM ET, by ETF Channel

Lockheed Martin Corp. (LMT) has been named as a Top 25 ''Dividend Giant'' by ETF ...

Eversource Energy Named A Top Socially Responsible Dividend Stock
Fri, Feb 27, 10:14 AM ET, by ETF Channel

Eversource Energy (ES) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, ...

PowerShares DWA SmallCap Momentum Portfolio -- Insider Buying Index Registering 10.2%
Fri, Feb 27, 9:54 AM ET, by ETF Channel

A look at the weighted underlying holdings of the PowerShares DWA SmallCap Momentum Portfolio (DWAS) ...

12.7% of DIV Holdings Seeing Recent Insider Buys
Fri, Feb 27, 9:54 AM ET, by ETF Channel

A look at the weighted underlying holdings of the SuperDividend U.S. ETF (DIV) shows an ...

IXP Crosses Above Key Moving Average Level
Thu, Feb 26, 4:14 PM ET, by ETF Channel

In trading on Thursday, shares of the iShares Global Telecom ETF (IXP) crossed above their ...

Tractor Supply Achieves #96 Analyst Rank, Surpassing TE Connectivity
Thu, Feb 26, 12:14 PM ET, by ETF Channel

In a study of analyst recommendations at the major brokerages, for the underlying components of ...

Vanguard Value ETF Experiences Big Inflow
Thu, Feb 26, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: VTV Exchange traded funds (ETFs) trade just like stocks, but ...

VEA, KOSS, MFD, EZCH: ETF Inflow Alert
Thu, Feb 26, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: VEA, KOSS, MFD, EZCH Exchange traded funds (ETFs) trade just ...

UPRO, ACT, ADBE, ADT: Large Outflows Detected at ETF
Thu, Feb 26, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: UPRO, ACT, ADBE, ADT Exchange traded funds (ETFs) trade just ...

TQQQ, ATVI, AKAM, ALXN: ETF Outflow Alert
Thu, Feb 26, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: TQQQ, ATVI, AKAM, ALXN Exchange traded funds (ETFs) trade just ...

Related videos | all videos »
  More articles:  1 2 3 4 5 6 7 next »

ABOUT US »   ADVERTISE »   CONTACT US »   TERMS OF USE & PRIVACY POLICY »

ETF Insider: Euro Drama Far From Gone | Self Directed Investor | Copyright © 2008 - 2015, All Rights Reserved

Any ideas and opinions presented in Self Directed Investor content are for informational and educational purposes only, and do not reflect the opinions of BNK Invest, Inc. or any of its affiliates, subsidiaries or partners. In no way should any content contained herein be interpreted to represent trading or investment advice. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All site visitors agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. Read Full Disclaimer.

SDI is associated with: ValueForum.com -- a subscription-based online social networking forum of over 1000 individual investors. | MarketNewsVideo.com -- videos appearing on SDI are produced by Market News Video. | TickerTech.com -- stock quote content appearing on SDI is at least 20 minutes delayed and is powered by Ticker Technologies. | GoldStockStrategist.com -- Edited by Scott V. Nystrom, PhD, Gold Stock Strategist provides analysis on gold mining companies.