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

  • Other news: News from PR Newswire
| More

A Week Later, ETF Winners And Losers From The Election

Wed, Nov 14, 8:16 AM ET, by Michael Johnston

Leading up to last week’s presidential election, the financial media was full of predictions about asset classes that would do well in the event of the various possible outcomes. From big banks to green energy to TIPS, just about everyone had a prediction for what would thrive and what would struggle in the wake of the exercise in democracy. Now, a week later, we have the benefit of hindsight to see how markets actually reacted to the news that Obama had been re-elected, along with a Republican House and Democratic Senate. Below we take a quick look at the asset classes that ended up being big winners and losers from the 2012 election [Download 101 ETF Lessons Every Financial Advisor Should Learn]:

The Winners: Silver, T-Bonds, Gold Miners

Markets have generally sunk lower in the past week as investors have turned their attention towards the looming fiscal cliff and the potential havoc it will wreak on global stock markets. But a handful of asset classes have performed very well amid the sell-off–including a few surprises [see the 100 best non-leveraged ETFs over the past week]:

  • Silver ETFs: The “other precious” metal has been one of the best performers since the election, spiking as investors flocked towards hard currency. The physically-backed SIVR (SIVR, A-) and SLV (SLV, B-) were up about 4% for the week ended November 12, while the futures based DBS (DBS, C+) gained a similar amount.
  • Long-Term Treasury ETFs: We keep hearing about a bond bubble, but the last week proved once again that long-term Treasuries remain one of the most effective forms of protection against turbulence in stock markets. The 25+ Year Zero Coupon U.S. Treasury Index Fund (ZROZ, B+) popped about 4.2% during the week ended November 11, while the Extended Duration Treasury ETF (EDV, A) was up about 3.9%.
  • Gold Miners: Perhaps a surprise beneficiary from the election were gold miners, specifically the more speculative junior miners. The Market Vectors Junior Gold Miners ETF (GDXJ, B) was up about 3% during the past week, benefiting from higher gold prices as investors sought out hard assets [see Actionable ETF Trading Ideas].

The Losers: Greece, Homebuilders, Coal, and MLPs

With markets generally in freefall over the past week, the losers significantly outnumber the winners. But some asset classes suffered much more extreme declines than others in recent days:

  • Greece: Greek stocks have been sliding sharply lower in recent days, though the connection to the U.S. election is perhaps difficult to make in this case. Continuing uncertainty over the bailout prospects has pushed the FTSE Greece 20 ETF (GREK, C) down about 8.7% over the past week.
  • Homebuilders: After an impressive start to 2012, homebuilder ETFs have fallen flat over the past week. The Dow Jones U.S. home Construction Index Fund (ITB, A-) is down about 6.1% over the past week, while XHB has declined about 5.4%.
  • Coal: Coal companies didn’t respond well to the Obama re-election, as investors are apparently nervous about increasingly tough regulations against the industry. The PowerShares Global Coal Portfolio (PKOL, C) lost about 6.1% in a week, while KOL (KOL, B-) declined by a similar amount.
  • MLPs: Another corner of the energy industry that was recently performing well has fallen on hard times, as generally stable MLPs have seen big declines in value over the past week. These losses may relate to the income tax uncertainty; hikes to dividend taxes could diminish the appeal of these securities to some investors. The Cushing MLP High Income Index ETN (MLPY, A-) lost about 5.9% of its value over the last week; YMLP (YMLP, B) dropped about 5.7%.

[For ETF industry news, sign up for the free ETFdb Newsletter]

Disclosure: No positions at time of writing.


SDI Glossary: "Bond" Definition
SDI Glossary: "price" Definition
SDI Glossary: "ETFs" Definition
This Article's Word Cloud:   Coal   ETFs   Gold   Greece   Index   MLPs   Miners   Obama   SIVR   Silver   Treasury   about   amount   asset   been   best   classes   days   declines   down   during   election   ended   energy   fallen   from   generally   gold   hard   have   industry   investors   last   lost   lower   markets   miners   over   past   similar   that   uncertainty   value   week   well   were   what   while   winners   would

| More

Capital One Financial Corp Achieves #94 Analyst Rank, Surpassing Electronic Arts
Thu, Sep 3, 11:54 AM ET, by ETF Channel

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

MDY, CHD, ALK, JAH: Large Outflows Detected at ETF
Thu, Sep 3, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: MDY, CHD, ALK, JAH Exchange traded funds (ETFs) trade just ...

IWB, PG, PM, UNH: Large Outflows Detected at ETF
Thu, Sep 3, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IWB, PG, PM, UNH Exchange traded funds (ETFs) trade just ...

IVE, XOM, CVX, WMT: Large Inflows Detected at ETF
Thu, Sep 3, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: IVE, XOM, CVX, WMT Exchange traded funds (ETFs) trade just ...

IWF, DIS, KO, CVS: Large Outflows Detected at ETF
Thu, Sep 3, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: IWF, DIS, KO, CVS Exchange traded funds (ETFs) trade just ...

XLF, COF, BLK, PRU: ETF Inflow Alert
Thu, Sep 3, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: XLF, COF, BLK, PRU Exchange traded funds (ETFs) trade just ...

PKW, FOXA, ORLY, DG: Large Outflows Detected at ETF
Thu, Sep 3, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: PKW, FOXA, ORLY, DG Exchange traded funds (ETFs) trade just ...

FXD, SKX, CVC, FL: Large Outflows Detected at ETF
Thu, Sep 3, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: FXD, SKX, CVC, FL Exchange traded funds (ETFs) trade just ...

FXO, VNTV, PRE, TSS: Large Outflows Detected at ETF
Thu, Sep 3, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: FXO, VNTV, PRE, TSS Exchange traded funds (ETFs) trade just ...

IWR, CCI, AON, MHFI: Large Inflows Detected at ETF
Wed, Sep 2, 11:14 AM ET, by ETF Channel

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

DXJ: ETF Outflow Alert
Wed, Sep 2, 11:14 AM ET, by ETF Channel

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

TZA: ETF Outflow Alert
Wed, Sep 2, 11:14 AM ET, by ETF Channel

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

XLI, BA, HON, UNP: ETF Outflow Alert
Wed, Sep 2, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: XLI, BA, HON, UNP Exchange traded funds (ETFs) trade just ...

CIU: Large Outflows Detected at ETF
Wed, Sep 2, 11:14 AM ET, by ETF Channel

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

Why AFLAC is a Top Socially Responsible Dividend Stock (AFL)
Wed, Sep 2, 8:24 AM ET, by ETF Channel

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

GXC Crosses Critical Technical Indicator
Tue, Sep 1, 3:54 PM ET, by ETF Channel

In trading on Tuesday, shares of the SPDR S&P China ETF (GXC) entered into oversold ...

Shares of FXI Now Oversold
Tue, Sep 1, 3:54 PM ET, by ETF Channel

In trading on Tuesday, shares of the iShares China Large-Cap ETF (FXI) entered into oversold ...

International SmallCap Values (DLS) Enters Oversold Territory
Tue, Sep 1, 3:54 PM ET, by ETF Channel

In trading on Tuesday, shares of the International SmallCap Values ETF (DLS) entered into oversold ...

Raytheon Takes Over #91 Spot From Stericycle
Tue, Sep 1, 11:54 AM ET, by ETF Channel

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

Shares of VGK Now Oversold
Tue, Sep 1, 11:14 AM ET, by ETF Channel

In trading on Tuesday, shares of the Vanguard FTSE Europe ETF (VGK) entered into oversold ...

IEV Crosses Critical Technical Indicator
Tue, Sep 1, 11:14 AM ET, by ETF Channel

In trading on Tuesday, shares of the iShares Europe ETF (IEV) entered into oversold territory, ...

Shares of IEUR Now Oversold
Tue, Sep 1, 11:14 AM ET, by ETF Channel

In trading on Tuesday, shares of the iShares Core MSCI Europe ETF (IEUR) entered into ...

EWU Crosses Critical Technical Indicator
Tue, Sep 1, 11:14 AM ET, by ETF Channel

In trading on Tuesday, shares of the iShares MSCI United Kingdom ETF (EWU) entered into ...

KRE, NPBC, GWB, STL: Large Outflows Detected at ETF
Tue, Sep 1, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: KRE, NPBC, GWB, STL Exchange traded funds (ETFs) trade just ...

EMLC Crosses Critical Technical Indicator
Tue, Sep 1, 11:14 AM ET, by ETF Channel

In trading on Tuesday, shares of the Emerging Markets Local Currency Bond ETF (EMLC) entered ...

10.5% of XLG Holdings Seeing Recent Insider Buys
Tue, Sep 1, 9:44 AM ET, by ETF Channel

A look at the weighted underlying holdings of the Guggenheim Russell Top 50 Mega Cap ...

ProShares Ultra 7-10 Year Treasury (UST) Shares Cross Below 200 DMA
Mon, Aug 31, 3:54 PM ET, by ETF Channel

In trading on Monday, shares of the ProShares Ultra 7-10 Year Treasury ETF (UST) crossed ...

Interpublic Group of Companies Takes Over #86 Spot From Navient
Mon, Aug 31, 11:54 AM ET, by ETF Channel

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

iShares J.P. Morgan USD Emerging Markets Bond ETF Experiences Big Outflow
Mon, Aug 31, 11:14 AM ET, by ETF Channel

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

EWZ: ETF Outflow Alert
Mon, Aug 31, 11:14 AM ET, by ETF Channel

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

IWN, ISBC, BEE, HIW: ETF Inflow Alert
Mon, Aug 31, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IWN, ISBC, BEE, HIW Exchange traded funds (ETFs) trade just ...

VPU, NEP, UTL, CTWS: Large Outflows Detected at ETF
Mon, Aug 31, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: VPU, NEP, UTL, CTWS Exchange traded funds (ETFs) trade just ...

St Jude Medical Takes Over #112 Spot From EQT
Fri, Aug 28, 11:54 AM ET, by ETF Channel

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

DVY, CME, KMB, CLX: Large Outflows Detected at ETF
Fri, Aug 28, 11:34 AM ET, by ETF Channel

Symbols mentioned in this story: DVY, CME, KMB, CLX Exchange traded funds (ETFs) trade just ...

VCR, F, TWC, TGT: Large Outflows Detected at ETF
Fri, Aug 28, 11:34 AM ET, by ETF Channel

Symbols mentioned in this story: VCR, F, TWC, TGT Exchange traded funds (ETFs) trade just ...

RSP, CB, TE, CCE: ETF Outflow Alert
Fri, Aug 28, 11:34 AM ET, by ETF Channel

Symbols mentioned in this story: RSP, CB, TE, CCE Exchange traded funds (ETFs) trade just ...

VGK: ETF Outflow Alert
Fri, Aug 28, 11:24 AM ET, by ETF Channel

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

Utilities Select Sector SPDR Fund Experiences Big Inflow
Fri, Aug 28, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: XLU, NEE, D, SO Exchange traded funds (ETFs) trade just ...

GDX, GG, FNV, NEM: Large Inflows Detected at ETF
Fri, Aug 28, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: GDX, GG, FNV, NEM Exchange traded funds (ETFs) trade just ...

JNK: Large Outflows Detected at ETF
Fri, Aug 28, 11:14 AM ET, by ETF Channel

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

14.7% of FRAK Holdings Seeing Recent Insider Buys
Fri, Aug 28, 9:54 AM ET, by ETF Channel

A look at the weighted underlying holdings of the Unconventional Oil & Gas ETF (FRAK) ...

LMT a Top 25 Dividend Giant With $2.51B Held By ETFs
Fri, Aug 28, 8:34 AM ET, by ETF Channel

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

Google Takes Over #2 Spot From Berkshire Hathaway
Thu, Aug 27, 12:14 PM ET, by ETF Channel

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

IEI: Large Inflows Detected at ETF
Thu, Aug 27, 11:14 AM ET, by ETF Channel

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

IVW, NKE, BIIB, KMI: Large Outflows Detected at ETF
Thu, Aug 27, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IVW, NKE, BIIB, KMI Exchange traded funds (ETFs) trade just ...

Vanguard Total Bond Market ETF Experiences Big Inflow
Thu, Aug 27, 11:14 AM ET, by ETF Channel

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

DGRW, AAPL, MO, MCD: Large Inflows Detected at ETF
Thu, Aug 27, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: DGRW, AAPL, MO, MCD Exchange traded funds (ETFs) trade just ...

RTH Crosses Above Key Moving Average Level
Thu, Aug 27, 11:14 AM ET, by ETF Channel

In trading on Thursday, shares of the Retail ETF (RTH) crossed above their 200 day ...

10.6% of FAB Holdings Seeing Recent Insider Buys
Thu, Aug 27, 9:54 AM ET, by ETF Channel

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

Why Analog Devices is a Top Socially Responsible Dividend Stock (ADI)
Thu, Aug 27, 9:24 AM ET, by ETF Channel

Analog Devices, Inc. (ADI) has been named a Top Socially Responsible Dividend Stock by Dividend ...

  More articles:  1 2 3 4 5 6 7 next »

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

A Week Later, ETF Winners And Losers From The Election | 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 serious 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.