ETF Master Cutline Report: As of 7/1/2016

Size: px
Start display at page:

Download "ETF Master Cutline Report: As of 7/1/2016"

Transcription

1 ETF Master Cutline Report: As of 7/1/2016 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD GDX Mkt Vector Gold Miners Specialty-Precious Meta 53.58% % 15.60% 35.49% % % XME SPDR Metals & Mining Specialty-Natural Res % % 9.84% 21.54% 67.22% % UPW ProShares Ultra Utilities Specialty-Utilties 29.32% % 16.39% 16.59% 47.01% % BRF Market Vectors Brazil Small-Cap Diversified Emerging M 27.59% % 15.82% 21.71% 45.28% % DBS PowerShares DB Silver Fund Specialty-Precious Meta 26.71% % 12.33% 28.45% 42.84% % SLV ishares Silver Trust Specialty-Precious Meta 26.23% % 12.63% 28.11% 42.00% % EWZ ishares Brazil Index Latin America Stock 25.69% % 9.19% 14.95% 47.63% % SLX Mkt Vector Steel ETF Specialty-Natural Res % % 3.24% 11.35% 45.44% % URE ProShares Ultra Real Estate Specialty-Real Estate 22.08% % 8.74% 13.99% 22.67% % PUI PowerShares Dyn. Utilities Specialty-Utilities 16.24% % 8.67% 11.10% 24.14% % DBP PowerShares DB Precious Metals Specialty-Precious Meta 15.76% % 5.92% 12.19% 29.95% % DIG ProShares Ultra Oil & Gas Specialty-Natural Res % % 11.19% 21.12% 26.46% % VPU Vanguard Utilities VIPERS Specialty-Utilities 13.76% % 7.44% 8.00% 21.78% % RYE Rydex S&P Equal Weight Energy Specialty-Natural Res % % 7.80% 16.30% 20.92% % ILF ishares S&P 40 Latin America Latin America Stock 13.28% % 3.64% 7.63% 25.11% % RYU Rydex S&P Equal Wt. Utilities Specialty-Utilties 13.27% % 6.88% 7.31% 21.19% % XLU Utilities Select Sector Specialty-Utilities 13.24% % 7.47% 7.43% 21.26% % IAU ishares Comex Gold Specialty-Natural Res % % 4.26% 8.44% 26.78% % IDU Dow Jones US Utilities Specialty-Utilities 13.18% % 7.31% 7.54% 21.50% % GLD streettracks Gold Shares Specialty-Precious Meta 13.12% % 4.25% 8.43% 26.56% % DGL PowerShares DB Gold Fund Specialty-Precious Meta 13.01% % 3.98% 8.19% 26.58% % FXU 1st Trust Utilities AlphaDEX Specialty-Utilities 12.74% % 6.95% 6.41% 20.90% % EPHE ishares MSCI Philippines Foreign Large Blend 12.58% % 14.53% 9.38% 16.78% % VOX Vanguard Telecom Serv's Specialty-Commun % % 7.71% 7.55% 17.76% % IYZ Down Jones US Telecom Specialty-Commun % % 9.03% 8.46% 15.73% % UNG U.S. Natural Gas Fund Specialty-Natural Res % % 30.53% 31.31% 2.08% % PEY PowerShares Hi Yields Div. Achiev's Mid-Cap Value 12.15% % 6.07% 11.14% 16.55% % GML SPDR S&P Emerg. Latin America Latin America Stock 11.87% % 1.56% 6.56% 22.53% % DBE PowerShares DB Energy Fund Specialty-Natural Res % % 13.22% 21.92% 14.83% % DBC DB Commodity Index Specialty-Natural Res % % 10.06% 17.19% 16.32% % SOCL Global X Social Media ETF Specialty-Technology 11.43% % 12.83% 15.30% 5.79% % IGE Goldman Sachs Natural Res. Specialty-Natural Res % % 6.33% 11.89% 19.40% % IDX MarketVectors Indonesia Pacific Asia/excl. Japan 11.26% % 10.37% 5.26% 18.47% % DJP ipath DJ-AIG Commodity Index *None 11.23% % 8.79% 15.96% 16.39% % IHI ishares DJ US Medical Devices Specialty-Health 11.19% % 5.84% 9.23% 11.23% % FXY CurrencyShares Japanese Yes World Bond 11.15% % 4.32% 5.37% 16.88% % EVX Mkt Vector Environment. Serv's Mid-Cap Blend 10.93% % 5.90% 8.09% 16.20% % FRI 1st Trust S&P REIT Index Specialty-Real Estate 10.80% % 3.74% 6.84% 11.82% % PYZ PowerShares Dyn. Basic Materials Specialty-Natural Res % % 2.98% 9.39% 12.37% % RSX Market Vectors Russia Foreign Large Blend 10.49% % 4.80% 7.35% 20.68% % DBB PowerShares DB Base Metals Fd Specialty-Natural Res % % 7.18% 12.23% 14.31% % Page 1 of 9

2 SPHD PowerShares S&P 500 HiDivLowVol Large Value 10.26% % 3.82% 5.12% 15.06% % FTY ishares FTSE NAREIT RE 50 Specialty-Real Estate 10.24% % 4.33% 6.32% 9.87% % VNQ Vanguard REIT Index Specialty-Real Estate 10.24% % 3.63% 6.66% 11.25% % TLT ishares Lehman 20+ Treas. Bd Long Government 10.20% % 7.77% 6.48% 16.58% % UYM ProShares Ultra Basic Materials Specialty-Natural Res % % 0.76% 9.08% 13.90% % FXZ 1st Trust Materials AlphaDEX Specialty-Natural Res. 9.90% % 1.91% 5.14% 15.80% % DHS Wisdom Tree High-Yield Equity Large Blend 9.67% % 4.98% 5.98% 13.06% % RHS Rydex S&P Equ. Wt. Large Blend 9.48% % 5.08% 5.13% 10.78% % XOP SPDR Oil & Gas Exploration Specialty-Natural Res. 9.38% % 6.18% 12.74% 17.14% % ICF Cohen & Steers Realty Specialty-Real Estate 9.32% % 3.31% 5.37% 8.97% % SPLV PowerShares S&P 500 Low Volat. Large Value 9.32% % 5.56% 6.30% 10.73% % IYR Dow Jones US Real Estate Specialty-Real Estate 9.30% % 3.53% 6.15% 9.66% % IXC S&P Global Energy Specialty-Natural Res. 9.08% % 5.00% 9.90% 16.09% % FDL 1st Trust Morningstar Div. Lead's Large Value 9.07% % 4.31% 5.20% 13.46% % USD ProShares Ultra Semiconductors Specialty-Technology 9.06% % 17.59% 7.46% 0.48% % VDE Vanguard Energy VIPERS Specialty-Natural Res. 9.02% % 5.36% 10.70% 15.30% % RWR Wilshire REIT Fund Specialty-Real Estate 8.97% % 2.93% 5.42% 8.65% % OIH Oil Services HOLDRs Specialty-Natural Res. 8.92% % 7.73% 14.13% 13.31% % XES SPDR Oil & Gas Equip./Services Specialty-Natural Res. 8.90% % 6.41% 15.72% 10.78% % FVD 1st Trust Value Line Div. Fd Large Value 8.83% % 4.30% 5.56% 12.86% % DVY DJ Select Dividend Index Mid-Cap Value 8.78% % 4.43% 5.82% 13.51% % DEF Guggenheim Defensive Equity Large Blend 8.78% % 4.83% 6.97% 12.86% % PUW PowerShares Progr. Energy Portf. Specialty-Natural Res. 8.71% % 3.47% 11.25% 13.31% % BLV Vanguard Long Term Bond Long-Term Bond 8.70% % 5.17% 5.52% 14.16% % SDY SPDR Dividend ETF Large Value 8.67% % 3.75% 5.79% 14.21% % DES Wisdom Tree SmallCap Div. Small Blend 8.42% % 3.18% 7.21% 10.84% % IYE Dow Jones US Energy Specialty-Natural Res. 8.36% % 5.41% 10.17% 13.91% % DON Wisdom Tree MidCap Div. Mid-Cap Blend 8.33% % 3.61% 5.71% 11.44% % XLE Energy Select Sector Specialty-Natural Res. 8.29% % 5.09% 9.97% 13.71% % PKB PowerShares Dyn. Build.&Constr. Large Blend 8.19% % 3.21% 4.83% 9.45% % PHO Water Resources Specialty-Natural Res. 8.18% % 3.59% 8.49% 9.14% % IIF Morgan Stanley India Fund India 8.06% % 6.91% 11.36% 6.24% % IFN India Fund India 7.94% % 9.65% 11.38% 8.44% % IEZ ishares DJ Oil Equipm.&Service Specialty-Natural Res. 7.84% % 6.05% 13.04% 10.70% % PFM PowerShares Div. Achievers Large Value 7.78% % 3.80% 4.76% 10.36% % REZ ishares FTSE NAREIT Residential Specialty-Real Estate 7.77% % 1.69% 2.80% 6.40% % ECH ishares Chile Index Latin America 7.73% % -1.04% 3.98% 16.35% % THD ishares Thailand Diversified Emerging M 7.70% % 5.33% 6.47% 18.62% % EWC ishares Canada Index Foreign Large Value 7.61% % 2.69% 5.66% 15.49% % EWT ishares Taiwan Index Pacific Asia/excl. Japan 7.42% % 12.69% 7.00% 11.28% % VDC Vanguard Consumer Staples Large Blend 7.33% % 3.51% 3.43% 9.06% % JXI ishares S&P Global Utilities Specialty-Utilities 7.33% % 3.59% 4.20% 12.15% % NLR Market Vect's Glob. Nuclear Energy Specialty-Natural Res. 7.16% % 5.89% 5.66% 11.76% % FXG 1st Trust Consumer Staples Mid-Cap Value 7.15% % 2.34% 3.44% 8.30% % Page 2 of 9

3 GII SPDR Macq. Global Infrastruct. 100 Specialty-Utilties 7.11% % 2.67% 5.02% 12.21% % XLP Consumer Staples Select Consumer Staples 7.04% % 3.10% 2.77% 8.71% % DEM WisdomTree Emerg. Mkts Hi-Yld E. Diversified Emerging M 6.91% % 4.91% 4.32% 12.83% % IWS Russell MidCap Value Mid-Cap Value 6.88% % 3.40% 6.16% 8.48% % RTM Rydex S&P Equal Weight Materials Specialty-Natural Res. 6.82% % 0.02% 5.43% 9.98% % BWX SPDR Lehman Intl Treasury Bond World Bond 6.82% % 2.08% 2.30% 11.31% % DTN Wisdom Tree Div. Top 100 Large Blend 6.80% % 3.95% 4.00% 9.94% % IJJ S&P MidCap 400/BARRA Mid-Cap Value 6.80% % 3.28% 5.54% 9.66% % PRN PowerShares Dyn. Industrials Mid-Cap Blend 6.75% % 4.44% 5.44% 6.57% % ITA ishares DJ US Aerospace&Defense Mid-Cap Blend 6.71% % 2.26% 6.70% 5.88% % EEB Guggenheim BRIC Diversified Emerging M 6.68% % 3.20% 4.18% 8.50% % IJS S&P SmallCap 600/BARRA Small Value 6.52% % 2.59% 6.47% 8.40% % VWO Vanguard Emerging Mkts Diversified Emerg. Mkts 6.50% % 6.04% 4.81% 8.50% % RXL ProShares Ultra Healthcare Specialty-Health 6.47% % 8.77% 7.70% -2.27% % GSG ishares GSCI Commodity Index Specialty-Natural Res. 6.44% % 6.36% 12.62% 10.40% % VAW Vanguard Materials VIPERS Specialty-Natural Res. 6.37% % 1.06% 4.99% 9.09% % DTD Wisdom Tree Total Dividend Large Blend 6.06% % 3.35% 4.39% 7.19% % MDY MidCap SPDRS Mid-Cap Blend 5.99% % 3.15% 5.09% 7.37% % IJH S&P MidCap 400 Mid-Cap Blend 5.97% % 3.21% 5.14% 7.44% % ADRE BLDRS Emerging Mkts 50 ADR In. Diversified Emerging M 5.94% % 3.60% 3.36% 7.98% % PPA Aerospace & Defense Large Growth 5.91% % 2.80% 5.77% 4.99% % TLH ishares Lehman Yr Treasury Long Government 5.91% % 4.29% 3.57% 9.84% % KXI ishares S&P Global Consum. Stapl. World Stock 5.83% % 2.60% 2.70% 7.70% % EMB ishares Emerging Markets Bond Emerging Market Bond 5.80% % 3.57% 4.55% 8.77% % IYJ Dow Jones US Industrial Large Blend 5.76% % 2.09% 3.92% 7.09% % GMM SPDR S&P Emerg. Markets Diversified Emerging M 5.74% % 5.60% 4.46% 7.58% % FXN 1st Trust Energy AlphaDEX Specialty-Natural Res. 5.74% % 3.11% 7.93% 10.11% % VYM Vanguard High Div. Yield Index Large Value 5.71% % 3.18% 4.14% 7.09% % RFV Rydex S&P MidCap 400 Pure Val. Mid-Cap Value 5.70% % 1.74% 4.09% 9.02% % JKI Morningstar MidValue Mid-Cap Value 5.66% % 2.67% 4.57% 6.78% % DLN Wisdom Tree LargeCap Div. Large Blend 5.63% % 3.37% 3.76% 6.59% % DBA PowerShares DB Agriculture Fd Specialty-Natural Res. 5.61% % 5.27% 8.33% 6.65% % IWN Russell 2000 Value Small Value 5.56% % 3.21% 7.03% 6.20% % VIG Vanguard Div. Appreciation Large Blend 5.56% % 2.44% 2.89% 7.11% % IYK Dow Jones US Cons. Non-Cycl. Large Blend 5.56% % 2.38% 2.61% 6.47% % VBR Vanguard SmallCap Value Small Value 5.55% % 2.42% 5.56% 6.99% % IYM Dow Jones US Basic Mat's Specialty-Natural Res. 5.54% % 0.51% 4.53% 7.95% % MXI ishares S&P Global Materials Specialty-Natural Res. 5.49% % -0.52% 5.11% 9.75% % IXP S&P Global Telecommunications Specialty-Commun. 5.49% % 2.72% 3.05% 9.63% % CH Chile Fund Chile Stock 5.47% % -3.55% 5.76% 11.83% % GAF SPDR S&P Emerg. Mid.East/Africa Diversified Emerging M 5.46% % 4.30% 5.06% 12.59% % PSI PowerShares Dyn. Semiconductors Specialty-Technology 5.34% % 8.54% 3.34% 4.24% % IWD Russell 1000 Value Large Value 5.33% % 3.35% 5.50% 5.60% % JKF Morningstar Large Value Large Value 5.33% % 3.08% 4.45% 6.41% % Page 3 of 9

4 ITB ishares DJ US Home Construction Large Blend 5.32% % 5.73% 2.77% 2.84% % EEM ishares Emerging Mkts Index Diversified Emerging M 5.31% % 5.67% 3.92% 7.77% % CZA Guggenheim Mid-Cap Core Mid-Cap Blend 5.28% % 2.44% 5.87% 6.22% % IJR S&P Sm.Cap 600 Small Blend 5.25% % 3.12% 5.48% 5.69% % IEO ishares DJ Oil & Gas Expl.&Prod. Specialty-Natural Res. 5.24% % 5.60% 8.24% 8.61% % IJK S&P MidCap 400/BARRA Mid-Cap Growth 5.21% % 3.31% 4.86% 5.19% % IWR Russell MidCap Index Fs Mid-Cap Blend 5.19% % 3.11% 4.47% 5.26% % LQD ishares iboxx $ Liquid Invest. Gr. Long-Term Bond 5.19% % 2.68% 3.22% 7.93% % PSCT PowerShares S&P SmCap Tech Technology 5.17% % 3.86% 2.61% 5.89% % EZA ishares South Africa Index N/A 5.16% % 4.61% 3.37% 13.66% % VB Vanguard SmallCap Small Blend 5.16% % 3.40% 5.41% 4.87% % PWV PowerShares Dyn. Large Value Large Value 5.15% % 3.76% 3.38% 6.15% % JKL Morningstar Small Value Small Value 5.12% % 1.79% 5.13% 6.61% % REM ishares FTSE NAREIT Mortgage Specialty-Real Estate 5.12% % 1.79% 6.67% 7.11% % FTC 1st Trust Large Cap Growth Opps Large Growth 4.98% % 3.46% 3.78% 3.67% % PBJ PowerShares Dynamic Food/Bever. Large Blend 4.95% % 3.01% 3.39% 5.16% % DEW Wisdom Tree Europe High-Yield Europe Stock 4.93% % 2.62% 4.23% 6.48% % FAD 1st Trust Multi Cap Growth Mid-Cap Growth 4.91% % 3.87% 4.38% 3.10% % IGV Goldman Sachs Software Specialty-Technology 4.78% % 6.02% 5.13% 1.34% % XLB Materials Select Sector Specialty-Natural Res. 4.73% % 0.43% 4.13% 6.77% % USO U.S. Oil Fund Specialty-Natural Res. 4.72% % 7.48% 17.56% 7.09% % RSP Rydex S&P Equal Weight Large Blend 4.72% % 2.27% 3.81% 5.15% % RZV Rydex S&P SmCap 600 Pure Val. Small Value 4.70% % 0.96% 5.27% 6.02% % DNL Wisdom Tree Japan High-Yield Japan Stock 4.70% % 2.32% 2.72% 5.01% % VBK Vanguard SmallCap Growth Small Growth 4.66% % 4.50% 5.21% 2.36% % PRFZ PowerShares Small-Mid 1500 Small Blend 4.64% % 2.34% 5.84% 4.43% % PXJ Dynamic Oil & Gas Services Oil & Gas 4.62% % 3.03% 11.03% 6.43% % EWS ishares Singapore Index Pacific Asia/excl. Japan 4.59% % 4.90% 2.63% 6.23% % VIS Vanguard Industrials Large Blend 4.58% % 1.58% 2.77% 5.62% % JKG Morningstar MidCore Mid-Cap Blend 4.55% % 2.37% 4.09% 4.49% % IVE S&P 500/BARRA Value Large Value 4.54% % 2.20% 4.30% 4.96% % PSCI PowerShares S&P SmCap Industr. Industrials 4.53% % 3.29% 4.11% 6.04% % DBO PowerShares DB Oil Fund Specialty-Natural Res. 4.52% % 10.66% 19.59% 3.20% % RGI Rydex S&P Equ. Wt. Industrials Large Blend 4.51% % 0.76% 2.58% 6.49% % XLI Industrial Select Sector Large Blend 4.47% % 0.99% 2.71% 6.00% % PZI Zacks Micro Cap Micro Cap 4.44% % 2.48% 7.02% 1.42% % VTV Vanguard Value Large Value 4.41% % 2.48% 4.10% 4.29% % IJT S&P SmallCap 600/BARRA Small Growth 4.29% % 3.94% 4.93% 3.36% % IHF ishares DJ US Healthcare Provid's Specialty-Health 4.26% % 2.26% 4.90% 2.24% % KLD ishares KLD Select Social Index Large Blend 4.25% % 2.45% 2.85% 4.27% % FYX 1st Trust Sm.Cap AlphaDEX Small Blend 4.23% % 2.37% 5.89% 4.57% % NFO Guggenheim Insider Sentiment Mid-Cap Blend 4.23% % 2.97% 4.25% 3.39% % IWM Russell 2000 Small Blend 4.19% % 4.04% 5.76% 2.46% % JKJ Morningstar SmallCore Small Blend 4.19% % 1.51% 4.03% 5.47% % Page 4 of 9

5 EWY ishares S. Korea Index Pacific Asia/excl. Japan 4.16% % 4.68% 2.68% 6.36% % VOE Vanguard Mid Cap Value Mid-Cap Value 4.14% % 2.73% 4.19% 3.87% % FNX 1st Trust MidCap AlphaDEX Mid-Cap Blend 4.14% % 2.24% 3.52% 5.35% % JKK Morningstar SmallGrowth Small Growth 4.13% % 5.36% 5.55% -0.01% % PRF PowerShares FTSE RAFI US 1000 Large Blend 4.12% % 1.99% 3.93% 4.46% % DRW WisdomTree Internat. Real Estate Specialty-Real Estate 4.10% % 1.97% 1.97% 4.86% % TIP Lehman TIPS Bond Fd Government Bond 4.09% % 2.10% 1.92% 6.73% % DBV PowerShares DB G10 Currency World Bond 3.99% % 4.00% 4.45% 3.68% % XLV Health Care Select SPDR Specialty-Health 3.98% % 4.31% 4.07% 0.18% % IWB Russell 1000 Index Large Blend 3.95% % 2.61% 3.28% 3.39% % VO Vanguard Mid-Cap Mid-Cap Blend 3.94% % 2.57% 3.34% 3.17% % IWV Russell 3000 Index Large Blend 3.93% % 2.69% 3.43% 3.26% % PFI PowerShares Dyn. Financial Portf. Specialty-Financial 3.93% % 3.43% 4.05% 1.21% % IEF ishares Lehman 7-10 Yr Treasury Long Government 3.91% % 2.43% 2.00% 7.10% % JKD Morningstar Large Core Large Blend 3.91% % 2.28% 3.42% 3.22% % VXF Extended Mkts VIPERs Mid-Cap Blend 3.90% % 3.10% 4.54% 2.24% % EWA ishares Australia Index Foreign Large Blend 3.82% % 0.36% 5.11% 3.06% % PIO PowerShares Global Water Specialty-Natural Res. 3.79% % 0.70% 3.15% 3.39% % JKH Morningstar MidGrowth Mid-Cap Growth 3.79% % 2.93% 3.09% 1.14% % VOT Vanguard Mid-Cap Growth Mid-Cap Growth 3.78% % 2.45% 2.55% 2.60% % JSC streettracks Russ. SmCap Japan Japan Stock 3.74% % 2.21% 3.76% 1.27% % EZM Wisdom Tree Mid-Cap Earnings Mid-Cap Blend 3.72% % 1.57% 3.51% 5.00% % VTI Total Market VIPERs Large Blend 3.64% % 2.28% 3.04% 2.94% % DIA DIA Diamond EFT Large Value 3.60% % 1.11% 2.08% 3.06% % RZG Rydex S&P SmallCap 600 Pure Gr. Small Growth 3.59% % 4.61% 5.32% 1.89% % IYY Dow Jones US Tot. Market Large Blend 3.56% % 2.31% 3.00% 2.84% % VHT Vanguard Health Care Specialty-Health 3.54% % 4.57% 4.01% -1.18% % SPY SPDRS Large Blend 3.51% % 2.04% 2.66% 2.97% % PDP PowerShares DWA Tech. Leaders Mid-Cap Blend 3.50% % 3.24% 3.90% 1.72% % VV Vanguard LargeCap Large Blend 3.50% % 2.20% 2.74% 2.75% % IVV S&P 500 Large Blend 3.49% % 2.09% 2.70% 3.06% % RYH Rydex S&P Equal Weight Health Specialty-Health 3.48% % 3.78% 3.33% -1.01% % PSL PowerShares Dyn. Consum. Stapls Large Blend 3.47% % 2.88% 2.29% 2.39% % RPV Rydex S&P 500 Pure Value Large Value 3.46% % 0.81% 4.23% 4.17% % FDN 1st Trust DJ Internet Index Specialty-Technology 3.45% % 4.96% 7.44% -2.67% % BIV Vanguard Intermed. Term Bond Intermediate-Term Bon 3.43% % 1.94% 1.99% 6.08% % XLG Rydex Russell Top 50 Large Blend 3.41% % 2.17% 2.24% 2.54% % IYH Dow Jones US Healthcare Specialty-Health 3.40% % 4.39% 3.89% -0.43% % IWP Russell MidCap Growth Mid-Cap Growth 3.40% % 2.62% 2.60% 2.01% % TKF Turkish Investment Fund Turkey 3.34% % 2.36% -3.99% 11.44% % FXH 1st Trust Health Care AlphaDEX Specialty-Health 3.33% % 3.43% 4.08% -2.13% % CVY Guggenheim Multi Asset Income Large Blend 3.28% % 1.98% 5.35% 5.06% % GMF SPDR S&P Emerg. Asia Pacific Pacific Asia ex-japan 3.27% % 6.04% 3.95% 2.27% % GBF ishares Lehman Gov/Credit Bond Intermediate-Term Bon 3.25% % 1.99% 1.90% 5.36% % Page 5 of 9

6 RWX streettracks DJ Wil Intern. RE Specialty-Real Estate 3.25% % -1.45% 0.41% 6.03% % DBU Wisdom Tree Intern. Utilites Specialty-Utilities 3.22% % 0.37% 1.32% 5.38% % GUR SPDR S&P Emerging Europe Europe Stock 3.22% % -1.80% -1.65% 11.52% % DSI ishares KLD 400 Social Index Large Blend 3.19% % 1.90% 1.40% 2.50% % PZD PowerShares Cleantech Portfolio Small Growth 3.16% % 0.84% 1.63% 1.70% % EPP ishares Pacific ex. Japan Pacific Asia/excl. Japan 3.15% % 0.98% 3.56% 2.40% % RYT Rydex S&P Equal Wt Technology Specialty-Technology 3.13% % 4.78% 1.58% 1.59% % HYG ishares Lehman Hi-Yield Corp. High Yield Bond 3.12% % 2.35% 3.62% 4.83% % XSD StateStreet SPDR Semiconductors Specialty-Technology 2.98% % 5.84% 1.22% 0.76% % JNK Barclays Cap. High Yield Bond High Yield Bond 2.94% % 2.39% 4.10% 4.81% % FXC CurrencyShares Canadian Dollar World Bond 2.88% % 0.03% 0.60% 6.99% % PSCD PowerShares SmCap ConsumDiscr. Consumer Cyclical 2.86% % 1.58% 2.76% 4.75% % OEF S&P 100 Index Large Growth 2.86% % 1.74% 2.19% 2.07% % CSD Guggenheim Spin-Off Mid-Cap Blend 2.85% % 0.81% 3.39% 3.04% % IWO Russell 2000 Growth Small Growth 2.76% % 4.99% 4.46% -1.11% % FAB 1st Trust Multi Cap Value Mid-Cap Value 2.75% % 0.57% 2.52% 4.79% % BND Vanguard Total Bond Market Intermediate-Term Bon 2.70% % 1.61% 1.60% 4.47% % FXR 1st Trust Indust/Producer Industrials 2.66% % -1.22% 1.06% 5.59% % IWC ishares Russell MicroCap Index Small Blend 2.65% % 4.04% 5.75% -1.05% % RTH Retail HOLDRs Large Blend 2.65% % 1.97% 2.48% 0.00% % FXA CurrencyShares Australian Dollar World Bond 2.60% % 1.71% -0.81% 2.73% % IWF Russell 1000 Growth Large Growth 2.60% % 1.85% 1.12% 1.21% % KIE streettracks KBW Insurance Specialty-Financial 2.58% % 0.95% 5.27% 2.04% % RPG Rydex S&P 500 Pure Growth Large Growth 2.58% % 2.52% 2.13% 0.33% % PFF ishares S&P Preferred Stock Large Blend 2.56% % 2.16% 3.48% 2.47% % PGF PowerShares Fin. Preferred Portf. Specialty-Financial 2.56% % 1.16% 2.74% 1.70% % AGG ishares Lehman Aggregate Bond Intermediate-Term Bon 2.55% % 1.51% 1.60% 4.30% % PWB PowerShares Dyn. Large Cap Gr. Large Growth 2.51% % 1.20% 2.05% 0.03% % VUG Vanguard Growth Large Growth 2.50% % 1.87% 1.24% 1.17% % IXJ S&P Global Healthcare Specialty-Health 2.37% % 3.89% 3.11% -0.93% % IVW S&P 500/BARRA Growth Large Growth 2.37% % 1.89% 1.00% 0.97% % FTA 1st Trust Large Cap Value Opps Large Value 2.33% % 0.73% 1.24% 4.06% % MUB ishares S&P National Muni Bobd Muni National Interm. 2.29% % 1.32% 1.48% 2.82% % CIU ishares Lehman Intermed. Credit Intermediate-Term Bon 2.28% % 1.14% 1.49% 3.78% % MOO Market Vectors Glob. Agribusiness World Stock 2.20% % 1.01% 4.53% 3.33% % IEI ishares Lehman 3-7 Yr. Tresury Intermediate Governme 2.07% % 1.22% 0.97% 3.91% % IGM Goldman Sachs Tech. Index Specialty-Technology 2.05% % 3.03% 0.80% -0.42% % EPS Wisdom Tree Earnings 500 Fd Large Blend 2.00% % 1.53% 1.42% 1.11% % XLK Technology Select Specialty-Technology 2.00% % 2.89% -0.96% 1.49% % EXI ishares S&P Global Industrials World Stock 1.99% % -0.70% 0.55% 3.05% % FXL 1st Trust Technology AlphaDEX Specialty-Technology 1.91% % 5.92% 1.67% -1.02% % GVI ishares Lehman Interm. Govt/Credit Intermediate-Term Bon 1.86% % 1.02% 1.02% 3.33% % PNQI PowerShares Nasdaq Internet Technology 1.81% % 2.42% 2.99% -3.83% % XLY Consumer Discretionary Sec. Consumer Discretionary 1.79% % -0.52% 1.28% 0.91% % Page 6 of 9

7 FPX 1st Trust IPOX-100 Index Large Growth 1.73% % 0.38% 2.16% -0.82% % EWH ishares Hong Kong Index Pacific Asia/excl. Japan 1.72% % 2.33% 1.28% -0.45% % EXT Wisdom Tree Total Earnings Fd Large Blend 1.64% % 0.90% 1.61% 0.59% % PID PowerShares Intl Div. Achievers Foreign Large Value 1.58% % 1.07% 3.89% 4.12% % EWK ishares Belgium Index Europe Stock 1.47% % 0.00% 0.62% -1.77% % VCR Vanguard Consumer Discretionary Large Growth 1.43% % -0.51% 0.84% 0.40% % IYC Dow Jones US Consumer Large Blend 1.42% % -0.06% 0.55% -0.03% % MTK Morgan Stanley Technology Specialty-Technology 1.35% % 3.88% 1.34% -2.46% % FXI ishares China 25 Index Pacific Asia/excl. Japan 1.28% % 7.35% 5.03% -2.32% % FXO 1st Trust Financials AlphaDEX Specialty-Financial 1.21% % -0.35% 4.07% -0.65% % IXN S&P Global Technology Specialty-Technolgy 1.21% % 2.83% -1.18% 0.01% % RYF Rydex S&P Equal Weight Financ. Specialty-Financial 1.15% % -0.66% 4.02% -1.74% % DFJ Wisdom Tree Japan SmCap Div. Japan Stock 1.13% % 0.34% 1.49% -1.45% % IAK ishares DJ US Insurance Index Specialty-Financial 1.10% % 0.56% 3.77% -0.90% % BSV Vanguard Short Term Bond Short-Term Bond 0.96% % 0.51% 0.42% 1.86% % XHB State Street SPDR Home Builders Large Blend 0.88% % 0.75% -0.44% -1.26% % QQEW 1st Trust NASDAQ 100 Equal Wt. Large Blend 0.84% % 3.41% 0.36% -3.01% % ONEQ Fidelity Commonwealth Large Growth 0.82% % 2.58% 0.51% -2.87% % PWC Powershares Dynamic Mkt Large Blend 0.81% % 1.38% 1.07% -1.90% % VGT Vanguard Info Technology Specialty-Technolgy 0.81% % 2.76% -1.03% -1.04% % VPL Vanguard Pacific ETF Japan Stock 0.80% % 0.89% 2.42% -1.55% % CSJ ishares Lehman 1-3 Yr Credit Bd Short-Term Bond 0.80% % 0.40% 0.46% 1.34% % MBB ishares Lehman MBS Fix.Rate Bd Intermediate-Term Bon 0.78% % 0.43% 0.51% 2.08% % SMB Market Vectors AMT-Free Sht Muni Muni National Short 0.78% % 0.51% 0.57% 1.20% % GXC SPDR S&P China Pacific Asia ex-japan 0.77% % 4.64% 2.54% -4.33% % UDN PowerShares DB US Dollar Bearish World Bond 0.74% % -2.04% -1.69% 2.89% % FXF CurrencyShares Swiss Franc World Bond 0.69% % -0.36% -2.34% 2.29% % PKW PowerShares Buyback Achievers Large Blend 0.68% % 0.20% 1.14% -0.37% % TUR ishares Turkey Investment Index Diversified Emerging M 0.60% % -1.36% -7.88% 9.35% % DGT DJ Global Titans Large Blend 0.57% % -0.22% 1.44% -0.76% % PTF Powershares Dyn Technology Specialty-Technology 0.56% % 6.66% 3.48% -4.79% % SHY ishares Lehman 1-3 Year Treasury Short Government 0.54% % 0.33% 0.31% 1.11% % JKE Morningstar Large Growth Large Growth 0.46% % 1.04% 0.20% -2.12% % EZY Wisdom Tree Low P/E Fund Large Blend 0.43% % 0.43% 0.81% -1.81% % VFH Vanguard Financials Specialty-Financial 0.41% % -0.82% 3.88% -2.68% % IYW Dow Jones US Technology Specialty-Technology 0.41% % 3.18% -1.73% -1.59% % QQQ Nasdaq 100 Trust Shares Large Growth 0.23% % 2.37% -0.84% -3.38% % RFG Rydex S&P MidCap 400 Pure Gr. Mid-Cap Growth 0.20% % 1.34% 1.95% -2.49% % ROM ProShares Ultra Technology Specialty-Technology 0.20% % 6.46% -3.57% -4.93% % FXE CurrencyShares Euro Trust World Bond 0.16% % -2.45% -2.50% 2.08% % IOO S&P Global 100 World Stock 0.12% % 0.42% 0.38% -1.33% % SHV ishares Lehman Short Treasury Bd Short-Term Bond 0.12% % 0.03% 0.05% 0.20% % VEU Vanguard FTSE All-Word ex-us Foreign Large Blend 0.03% % -0.14% 0.94% -0.99% % PBS Dynamic Media Specialty-Communicatio 0.00% % -2.84% 2.54% -2.07% % Page 7 of 9

8 ITF ishares S&P/Topix 150 Index Japan Stock 0.00% % 0.00% 0.00% 0.00% % IYF Dow Jones US Financial Sector Specialty-Financial 0.00% % -1.18% 3.11% -3.11% % EFG ishares MSCI EAFE Growth Index *None -0.14% % -0.17% 0.34% -2.40% % RCD Rydex S&P Equ. Wt Consum.Discr. Large Blend -0.16% % -1.04% -1.38% 0.12% % CWI SPDR MSCI All Country-ex U.S. Foreign Large Blend -0.20% % -0.36% 0.39% -0.78% % PXQ PowerShares Dyn. Networking Specialty-Technology -0.53% % 2.76% -0.30% -4.13% % DOO Wisdom Tree Intern. Div. Top 100 Foreign Large Blend -0.60% % -1.28% 0.16% -0.37% % QLD Ultra QQQ ProShares Large Blend -0.62% % 4.52% -2.15% -8.28% % EWW ishares Mexico Index Latin America Stock -0.68% % -1.69% -1.39% 1.36% % IHE ishares DJ US Pharmaceuticals Specialty-Health -0.76% % 9.11% 1.22% -9.70% % XLF Financial Select Sector Specialty-Financial -0.80% % -1.69% 3.13% -4.57% % UYG ProShares Ultra Financials Specialty-Financial -0.83% % -2.51% 5.89% -7.54% % FXS CurrencyShares Swedish Krona World Bond -1.07% % -4.00% -3.75% -0.75% % EWL ishares Switzerland Index Europe Stock -1.15% % 0.13% -0.80% -3.96% % UUP PowerShares DB US Dollar Bullish World Bond -1.24% % 1.81% 1.39% -3.47% % JPP streettracks Russell Prime Japan Japan Stock -1.28% % 0.11% 1.48% -4.93% % PJP Dynamic Pharmaceuticals Pharmaceuticals -1.29% % 7.84% 1.96% -8.40% % GWL SPDR S&P World-ex. U.S. Foreign Large Blend -1.29% % -1.49% -0.04% -2.76% % PSP PowerShares Private Equity Port. Mid-Cap Blend -1.31% % -0.88% 0.70% -3.61% % PBD PowerShares Global Clean Energy Specialty-Natural Res % % -0.19% -0.38% -7.27% % VEA Vanguard Europe Pacific Foreign Large Blend -1.57% % -1.58% -0.06% -3.49% % IYT Dow Jones Transportation Mid-Cap Blend -1.62% % -2.32% -2.29% 0.56% % GEX Market Vectors-Global Alt. Energy Specialty-Utilties -1.64% % 1.31% -1.84% -8.26% % DLS Wisdom Tree Intern. SmallCap Div. *None -1.69% % -4.39% -2.94% -2.87% % EWJ ishares Japan Index Japan Stock -1.84% % -0.52% 1.32% -5.28% % XRT SPDR Retail Consumer Discretionary -2.13% % -1.60% -3.47% -2.08% % RXI ishares S&P Global Consum. Discr. World Stock -2.25% % -2.84% -1.59% -4.26% % PMR PowerShares Dynamic Retail Large Blend -2.25% % -0.88% -2.94% -5.86% % DTH Wisdom Tree DEFA High-Yield Foreign Large Blend -2.26% % -2.61% -0.52% -3.02% % ADRU BLDRS Europe 100 ADR Index Europe Stock -2.42% % -0.36% 0.67% -5.22% % IGN Goldman Sachs Networking Specialty-Technology -2.44% % 2.57% -1.75% -6.20% % DOL Wisdom Tree Intern. LargeCap Div. Foreign Large Blend -2.45% % -2.01% 0.19% -4.03% % PEZ PowerShares Dyn. Consum. Discr. Mid-Cap Blend -2.93% % -0.65% -2.51% -5.65% % PPH Pharmaceuticals HOLDRs Specialty-Health -2.97% % 4.29% 0.09% -9.98% % EFA MSCI EAFE ishares Index Fd Foreign Large Blend -2.98% % -2.72% -1.13% -4.94% % ADRD BLDRS Develop. Mkts 100 ADR In. Foreign Large Blend -3.07% % -0.25% 1.19% -6.45% % DIM Wisdom Tree Intern. MidCap Div. *None -3.45% % -4.90% -3.74% -4.97% % FEU streettracks DJ STOXX 50 Europe Stock -3.45% % -1.71% -0.07% -6.29% % EWN ishares Netherlands Index Europe Stock -3.54% % -5.13% -4.90% -3.06% % IAT ishares DJ US Regional Banks Ind. Specialty-Financial -3.58% % -2.46% 3.99% -8.21% % EWU ishares United Kingdom Index Europe Stock -3.79% % -2.91% -1.03% -4.77% % FEP 1st Trust Europe AlphaDex Europe Stock -3.88% % -5.03% -3.77% -6.76% % IEV S&P Europe 350 Index Europe Stock -4.04% % -3.60% -2.30% -5.78% % Page 8 of 9

9 VGK Vanguard European Europe Stock -4.15% % -3.95% -2.63% -6.34% % XBI State Street SPDR BioTech Specialty-Health -4.28% % 10.82% -0.05% % % FBT 1st Trust Biotechnolgy Index Specialty-Health -4.40% % 5.80% -1.89% % % KRE streettracks KBW Region.Banking Specialty-Financial -4.65% % -2.24% 3.97% -9.38% % PGJ PowerShares Gldn Dragon China -4.87% % -4.14% -6.82% % % EWD ishares Sweden Index Europe Stock -4.88% % -5.34% -7.01% -5.86% % EWQ ishares France Index Europe Stock -4.99% % -5.53% -3.62% -5.45% % EWG ishares Germany Index Europe Stock -5.18% % -6.26% -3.60% -7.90% % IXG S&P Global Financial Sector Specialty-Financial -5.22% % -3.92% -0.15% -9.76% % PTH PowerShares Dyn. Heath Portf. Specialty-Health -5.34% % 3.18% 1.71% % % IYG Dow Jones US Financial Serv's Specialty-Financial -5.39% % -4.06% 1.52% % % PEJ PowerShares Dyn. Leisure & Ent. Leisure & Entertainment -5.40% % -4.58% -8.46% -8.13% % EFV MSCI EAFE ishares Value Index Foreign Large Blend -5.42% % -4.89% -2.34% -7.59% % KBE streettracks KBW Bank ETF Specialty-Financial -5.79% % -3.36% 2.44% % % BBH Merrill Lynch Biotech Specialty-Health -5.99% % 1.13% -4.30% % % EZU European Monetary Union Index Europe Stock -6.05% % -6.30% -4.13% -7.85% % PXE PowerShares Dyn. Energy Explor. Energy -6.05% % -2.35% -1.02% -6.94% % EWM ishares Malaysia Index Pacific Asia/excl. Japan -6.07% % 0.61% -5.81% 6.85% % XPH SPDR Pharmaceuticals Specialty-Health -6.11% % 9.13% -3.30% % % EGPT Market Vectors Egypt Foreign Large Blend -6.27% % -8.64% % -8.66% % IAI ishares DJ Broker-Dealers Index Specialty-Financial -6.63% % -3.24% 1.21% % % DFE Wisdom Tree Europe SmCap Div. Europe Stock -6.97% % -9.57% -8.95% -8.59% % FEZ Dow Jones Euro Stoxx 50 Europe Stock -7.06% % -6.26% -3.68% -9.56% % EWO ishares Austria Index Europe Stock -7.21% % -9.28% -8.99% -9.46% % PBW WilderHill Clean Energy Specialty-Natural Res % % -1.30% -4.03% % % IBB Nasdaq Biotechnology Specialty-Health -8.56% % 2.93% -5.26% % % FXB CurrencyShares British Pound World Bond -8.92% % -7.98% -6.04% % % KCE streettracks KBW Capital Mkts Specialty-Financial % % -6.60% -2.68% % % EWP ishares Spain Index Europe Stock % % -9.82% -5.38% % % PBE Dyn. Biotechnology/Genome Biotech & Genome % % 1.45% -6.47% % % EWI ishares Italy Index Europe Stock % % % -7.99% % % TAN Guggenheim Solar ETF Specialty-Technology % % -5.11% -6.42% % % DXJ Wisdom Tree Japan Total Dividend Japan Stock % % -8.05% -7.23% % % ADRA BLDRS Asia 50 ADR Index Diversified Pacific/Asia % % % % % % Page 9 of 9

ETF Analysis. Value Index Growth

ETF Analysis. Value Index Growth ETF Analysis This analysis page is updated through August 31, 2018. This data is used in David Vomund s managed account program (www.vomundinvestments.com). Style Index ishares Style Index Funds Based

More information

ETF Master Cutline Report: As of 1/22/2016

ETF Master Cutline Report: As of 1/22/2016 ETF Master Cutline Report: As of 1/22/2016 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD REZ ishares FTSE NAREIT Residential Specialty-Real Estate 3.22% +21-2.42% -0.08% 2.45% -2.65% -1-3.65% TLT

More information

ETF Master Cutline Report: As of 12/18/2015

ETF Master Cutline Report: As of 12/18/2015 ETF Master Cutline Report: As of 12/18/2015 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD PNQI PowerShares Nasdaq Internet Technology 7.13% +35-1.78% 4.64% 14.93% 19.45% 9-3.39% PGJ PowerShares

More information

EQUITY-FIXED INCOME CURRENCY-COMMODITY

EQUITY-FIXED INCOME CURRENCY-COMMODITY 1 / 5 04/10/2016 USD ETFs 07/04/2017 Absolute Scoring & Ranking EQUITY-FIXED INCOME CURRENCY-COMMODITY Weekly Review www.trendandtiming.com 2/5 Weekly Report USD ETF EQUITIES EQUITY W-1 3-Nov-17 AVG AVG

More information

ETF Snapshot as of December 2005

ETF Snapshot as of December 2005 ETF Snapshot as of December 2005 State Street Global Advisors Contact: Gary MacDonald 617.664.2296 gary_macdonald@ssga.com Alexandra Mackler 703-894-1041 amackler@isunstar.com One Lincoln Street, Boston,

More information

EQUITY-FIXED INCOME CURRENCY-COMMODITY

EQUITY-FIXED INCOME CURRENCY-COMMODITY 1 / 5 04/10/2016 USD ETFs 07/04/2017 Absolute Scoring & Ranking EQUITY-FIXED INCOME CURRENCY-COMMODITY Weekly Review www.trendandtiming.com 2/5 Weekly Report USD ETF EQUITIES EQUITY W-1 11-Aug-17 AVG AVG

More information

ETF Analysis. Value Index Growth

ETF Analysis. Value Index Growth ETF Analysis This analysis page is updated through January 5, 2018. This data is used in David Vomund s managed account program (www.vomundinvestments.com). Style Index ishares Style Index Funds Based

More information

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM FEBRUARY 2, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM JANUARY 15, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM JANUARY 8, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 08/05/2015 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 11/05/2015 < Current Date 10:49 PM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

More information

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM JANUARY 7, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

January 24, Michael Rechenthin, PhD Frank Kaberna

January 24, Michael Rechenthin, PhD Frank Kaberna January 24, 2017 This week we provide a list of ETFs that are currently exhibiting some of the most liquid options all with a tastytrade liquidity rating of 3 or 4 stars. To dive deeper into the ETFs and

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds US ETF Weekly Update - Weekly Flows: $4.2 Billion Net Outflows - ETF Assets Stand at $1.4 Trillion, up 5% YTD - Two ETF Launches Last Week - Exchange Traded Concepts Makes Changes

More information

A sampling of research & data on exchange traded funds from AltaVista Research

A sampling of research & data on exchange traded funds from AltaVista Research A sampling of research & data on exchange traded funds from AltaVista Research In this week's issue: Chart of the week: Nuclear vs. Clean Energy ETFs Fund Focus: ishares S&P Global Nuclear Energy (NUCL)...

More information

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM MARCH 12, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds US ETF Weekly Update - Weekly Flows: $272 Million Net Inflows - Seventh Consecutive Week of Net Inflows - ETF Assets Stand at $1.5 Trillion, up 14% YTD - Two ETF Launches Last Week

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds US ETF Weekly Update - Weekly Flows: $5.2 Billion Net Inflows - ETF Assets Stand at $1.4 Trillion, up 8% YTD - One ETF Launch NORTH AMERICA MICHAEL JABARA Michael.Jabara@mssb.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

With Rates Retreating, Bonds Back in Fashion

With Rates Retreating, Bonds Back in Fashion Defensive ETFs: December U.S. ETF 2011 Flows: Performance May 2014 FINANCIAL PRODUCTS RESEARCH ETF RESEARCH January & STRATEGY 9, 2011 U.S. ETF flows were $12.7 billion in May representing 0.7% of assets

More information

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 13/05/2015 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 14/05/2015 < Current Date 5:47 AM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

More information

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 23/04/2015 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 24/04/2015 < Current Date 12:44 AM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Market Outlook Considerations Week Beginning October 23, 2017

Market Outlook Considerations Week Beginning October 23, 2017 Market Outlook Considerations Week Beginning October 23, 2017 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

AAII - Los Angeles Strategic Investing Group

AAII - Los Angeles Strategic Investing Group AAII - Los Angeles Strategic Investing Group June 6, 2015 RGB Capital Group LLC 14677 Via Bettona #110, San Diego, CA 92127 858-367-5200 www.rgbcapitalgroup.com This workshop is presented by Robert Bernstein

More information

Market Recap. TTG Market View. US ETF Index performance (5d): SPY -0.8%, DIA -0.7%, IWM -0.3%, QQQ -1.4%, TLT +1.2%, GLD +1.9%

Market Recap. TTG Market View. US ETF Index performance (5d): SPY -0.8%, DIA -0.7%, IWM -0.3%, QQQ -1.4%, TLT +1.2%, GLD +1.9% US ETF Index performance (5d): SPY -0.8%, DIA -0.7%, IWM -0.3%, QQQ -1.4%, TLT +1.2%, GLD +1.9% Market Recap Last week Santa was a no show as equities continue to consolidate and move a bit lower. The

More information

Market Outlook Considerations Week Beginning November 6, 2017

Market Outlook Considerations Week Beginning November 6, 2017 Market Outlook Considerations Week Beginning November 6, 2017 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Please Retain This Supplement For Future Reference.

Please Retain This Supplement For Future Reference. POWERSHARES EXCHANGE-TRADED FUND TRUST SUPPLEMENT DATED DECEMBER 7, 2016 TO THE PROSPECTUS DATED AUGUST 26, 2016, AS PREVIOUSLY SUPPLEMENTED OCTOBER 7, 2016 AND SEPTEMBER 21, 2016 OF: PowerShares Aerospace

More information

Market Recap. TTG Market View. US ETF Index performance (5d): SPY +1.0%, DIA +1.4%, IWM +1.3%, QQQ +2.0%, TLT -0.3%, GLD -1.4%

Market Recap. TTG Market View. US ETF Index performance (5d): SPY +1.0%, DIA +1.4%, IWM +1.3%, QQQ +2.0%, TLT -0.3%, GLD -1.4% US ETF Index performance (5d): SPY +1.0%, DIA +1.4%, IWM +1.3%, QQQ +2.0%, TLT -0.3%, GLD -1.4% Market Recap US Equities broke out of their +1mo sideways pattern last week. QQQs led the SPX for the 4 th

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 04/03/2015 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 05/03/2015 < Current Date 3:45 AM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

More information

HV ETFs Cutline Report: As of 6/23/2017

HV ETFs Cutline Report: As of 6/23/2017 HV ETFs Cutline Report: As of 6/23/2017 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD XBI SPDR Series Trust SPDR S&P Biotech Health & Biotech Equiti 20.92% +276 16.87% 12.42% 15.82% 35.68% 20 0.00%

More information

HV ETFs Cutline Report: As of 2/2/2018

HV ETFs Cutline Report: As of 2/2/2018 HV ETFs Cutline Report: As of 2/2/2018 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD USO U.S. Oil Fund Oil & Gas. 22.31% +232 5.93% 13.49% 14.19% 8.58% 11-1.51% ECH ishares Chile Index Latin America

More information

HV ETFs Cutline Report: As of 10/13/2017

HV ETFs Cutline Report: As of 10/13/2017 HV ETFs Cutline Report: As of 10/13/2017 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD MCHI ishares MSCI China China Equities 20.27% +286 3.44% 10.34% 13.24% 50.56% 19-0.26% XBI SPDR Series Trust

More information

HV ETFs Cutline Report: As of 4/6/2018

HV ETFs Cutline Report: As of 4/6/2018 HV ETFs Cutline Report: As of 4/6/2018 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD USO U.S. Oil Fund Oil & Gas. 10.30% +125 0.32% 5.48% -2.80% 4.16% 2-5.80% FM ishares MSCI Frontier 100 Fund Emerging

More information

HV ETFs Cutline Report: A of 3/29/2018

HV ETFs Cutline Report: A of 3/29/2018 HV ETFs Cutline Report: A of 3/29/2018 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD USO U.S. Oil Fund Oil & Gas. 17.28% +173 5.99% -1.13% 5.82% 8.99% 5-1.43% THD ishares Thailand Capped Invest

More information

HV ETF Master Cutline Report: As of 9/29/2017

HV ETF Master Cutline Report: As of 9/29/2017 HV ETF Master Cutline Report: As of 9/29/2017 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD XBI SPDR Series Trust SPDR S&P Biotech Health & Biotech Equiti 18.54% +283 2.30% 10.66% 10.62% 46.26%

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Latest Innovations in the World of Exchange Traded Funds

Latest Innovations in the World of Exchange Traded Funds Latest Innovations in the World of Exchange Traded Funds Presented by: Doug Fabian President, Fabian Wealth Strategies www.fabianwealth.com 1 State of the ETF Industry Number of Products: 1,300+ Total

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Fund Ticker Stock Exchange

Fund Ticker Stock Exchange ishares Trust Statement of Additional Information Dated September 1, 2013 (as revised June 17, 2014) This combined Statement of Additional Information ( SAI ) is not a prospectus. It should be read in

More information

Colby Investment Ratings Report A Publication from Robert W. Colby Asset Management, Inc.

Colby Investment Ratings Report A Publication from Robert W. Colby Asset Management, Inc. Ratings for February 17, 2012 Asset Classes. Commodities. Real Estate. Foreign and Emerging Markets. Small Cap Growth, IWO Large Cap Growth, VUG Mid Cap Blend, MDY Small Cap Blend, IWM Mid Cap Growth,

More information

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM AUGUST 31, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

FLOW AND SHORT INTEREST ANALYSIS 04/03/2015 < Last closing date US Broad Indices 05/03/2015 3:52 AM CET < Report creation date & time

FLOW AND SHORT INTEREST ANALYSIS 04/03/2015 < Last closing date US Broad Indices 05/03/2015 3:52 AM CET < Report creation date & time 4/3/ < Last closing date US Broad Indices /3/ 3:2 AM CET < Report creation date & time ETF Tracking (SI / Daily D_MAV D MAV MSCI World URTH 74.1 -.3% -.6% 3.4% 4.1% Bullish Bullish MSCI Emerging EEM 39.9-1.1%

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

The Nasdaq gained 1.84 percent last week,

The Nasdaq gained 1.84 percent last week, GLOBAL MOMENTUMGUIDE JUNE 26, 2017 MUTUALFUNDINVESTORGUIDE.COM Matthew D. Sauer Founder & Chief Investment Officer Matthew Sauer is the Founder and Chief Investment Officer of the Mutual Fund Investor

More information

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets A diversified portfolio including domestic equity, international, alternative, and fixed income components. ETF universe is ranked using a quantitative system based on market price anomalies and the direction

More information

Wednesday, December 8, 2010

Wednesday, December 8, 2010 Page 1 Page 3 Page 4 Page 8 Page 9 Page 11 Page 13 Page 14 Market Commentary Style Allocation: DVY, QQQQ, IJJ Sector Allocation: FDN, GDX, IHE International Allocation: EWW, EWJ Commodity Allocation: IAU,

More information

FLOW AND SHORT INTEREST ANALYSIS 27/04/2015 < Last closing date US Broad Indices 28/04/2015 1:23 AM CET < Report creation date & time

FLOW AND SHORT INTEREST ANALYSIS 27/04/2015 < Last closing date US Broad Indices 28/04/2015 1:23 AM CET < Report creation date & time 27/4/ < Last closing date US Broad Indices 28/4/ 1:23 AM CET < Report creation date & time ETF Tracking (SI / Daily D_MAV D MAV MSCI World URTH 7. -.1% 2.8%.4% 6.4% Bullish Bullish MSCI Emerging EEM 44..4%

More information

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 08/12/2014 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 09/12/2014 < Current Date 1:29 AM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

More information

Performance of Exchange-Traded Sector Index Funds in the October 9, 2007-March 9, 2009 Bear Market

Performance of Exchange-Traded Sector Index Funds in the October 9, 2007-March 9, 2009 Bear Market Performance of Exchange-Traded Sector Index Funds in the October 9, 2007-March 9, 2009 Bear Market Ilhan Meric Rider University Kathleen Dunne Rider University Charles W. McCall. Rider University Gulser

More information

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets Portfolio A diversified 403(b) portfolio including domestic equity, international, alternative, and fixed income components. ETF universe is ranked using a quantitative system based on market price anomalies

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

GLOBAL MOMENTUM GUIDE

GLOBAL MOMENTUM GUIDE FEBRUARY 6, 2017 MUTUALFUNDINVESTORGUIDE.COM Matthew D. Sauer Founder & Chief Investment Officer Matthew Sauer is the Founder and Chief Investment Officer of the Mutual Fund Investor Guide family of newsletters.

More information

Exchange-traded funds ETF Flows - 2Q15 2 July 2015

Exchange-traded funds ETF Flows - 2Q15 2 July 2015 ETF Flows - 2Q15 2 July 2015 CIO WM Research David Perlman, ETF Strategist, david.perlman@ubs.com This report highlights quarterly ETF flows by issuer and market segment. Flow estimates are obtained through

More information

The MSCI EAFE rallied 1.99 percent last week,

The MSCI EAFE rallied 1.99 percent last week, GLOBAL MOMENTUMGUIDE MARCH 20, 2017 MUTUALFUNDINVESTORGUIDE.COM Matthew D. Sauer Founder & Chief Investment Officer Matthew Sauer is the Founder and Chief Investment Officer of the Mutual Fund Investor

More information

Summit Strategies Group

Summit Strategies Group As of December 3, 203 US Equity: All Cap Russell 3000 Index 2.64 0.0 33.55 33.55 6.24 8.7 6.50 7.88 7.09 Dow Jones US Total Stock Market Index 2.63 0. 33.47 33.47 6.23 8.86 6.68 8.0 6.90 US Equity: Large

More information

He who wants a mule without fault, must walk on foot (British & Spanish proverb)

He who wants a mule without fault, must walk on foot (British & Spanish proverb) Chrilly's Complete Manual of Momentum Trading The Donkey and Mule Strategies Chrilly Donninger Chief Scientist, Sibyl-Project Sibyl-Working-Paper, July 3 http://www.godotfinance.com/ I would rather have

More information

POLICY BASED INVESTING

POLICY BASED INVESTING STABLE DOLLAR The Federal Reserve meets on Tuesday and Wednesday this week. With monetary policy currently being the single most important policy driver for all asset classes, it will be very important

More information

Commentary. Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time.

Commentary. Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time. LongRun Monthly Strategy Review May 2018 AR +0.2% AG +1.0% TMG +3.0% SP500 +2.4% GDP +0.7% Commentary Last month s commentary led off with our Absolute Return strategy moving to 100% cash for the month

More information

ETF Landscape. Industry Highlights Q1 2011

ETF Landscape. Industry Highlights Q1 2011 ETF Landscape Industry Highlights Q Deborah Fuhr, Managing Director Global Head of ETF Research and Implementation Strategy Phone: + 8 Email: Deborah.Fuhr@blackrock.com Table of contents I. Current ETF

More information

The MSCI EAFE Index increased 1.23 percent

The MSCI EAFE Index increased 1.23 percent GLOBAL MOMENTUMGUIDE Matthew D. Sauer Founder & Chief Investment Officer Matthew Sauer is the Founder and Chief Investment Officer of the Mutual Fund Investor Guide family of newsletters. Each month he

More information

Selecting Portfolios for SectorSurfer Strategies

Selecting Portfolios for SectorSurfer Strategies Selecting Portfolios for SectorSurfer Strategies Don Kinell September 16 th, 2013 1 Review How SectorSurfer is Useful to an Investor 1. Demonstrates the effects of : Rotation to best trending Mutual Fund,

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange Traded Funds (ETFs)

Exchange Traded Funds (ETFs) Exchange Traded Funds (ETFs) The Future of Investing Presented by: Doug Fabian Chief Investment Strategist, Fabian Financial Services Host: Making Money with Doug Fabian www.dougfabian.com March 24, 2007

More information

Dorsey, Wright & Associates

Dorsey, Wright & Associates Dorsey, Wright & Associates Alpha Generation With ETFs Tom Dorsey President, Founder tom@dorseywright.com www.dorseywright.com P: 804-320-8511 1 For Financial Professional Use Only. Not For Use With The

More information

Inflows Picked Up in October Led by Equities Hallie Martin

Inflows Picked Up in October Led by Equities Hallie Martin Deutsche Bank Markets Research North America Date Synthetic Equity & Index Strategy November 7 Inflows Picked Up in October Led by Equities Hallie Martin Global equities rallied in October 7 led by Emerging

More information

Colby Global Markets Report

Colby Global Markets Report Update on M ajor Asset Classes, with ch art s Colby Global Markets Report Prices and rankings as of the close on Friday, March 3, 2017 Contents Update on Major Asset Classes, with charts...1 9 major U.S.

More information

GLOBAL MOMENTUM GUIDE

GLOBAL MOMENTUM GUIDE APRIL 20, 2015 MUTUALFUNDINVESTORGUIDE.COM Matthew D. Sauer Founder & Chief Investment Officer Matthew Sauer is the Founder and Chief Investment Officer of the Mutual Fund Investor Guide family of newsletters.

More information

POLICY BASED INVESTING

POLICY BASED INVESTING Stable Dollar Policy In early March we alerted clients that a new monetary policy paradigm was possible as President Trump begins remaking the Federal Reserve Board. We noted at the time, Trump advisor

More information

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets A diversified portfolio including domestic equity, international, alternative, and fixed income components. ETF universe is ranked using a quantitative system based on market price anomalies and the direction

More information

Fund Ticker Listing Exchange

Fund Ticker Listing Exchange ishares Trust Statement of Additional Information Dated August 1, 2017 (as revised December 29, 2017) This combined Statement of Additional Information ( SAI ) is not a prospectus. It should be read in

More information

Asset Allocation and Holdings Guide

Asset Allocation and Holdings Guide Asset Allocation and Holdings Guide Quantitative Advantage, LLC, 10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343 866-767-8007 toll-free www.qainvest.com QA GLOBAL EQUITY Seeks long-term growth

More information

Summit Strategies Group

Summit Strategies Group April 0, 205 US Equity: All Cap Russell 000 Index 0.45 5.9 2.26 2.74 6.86 4. 8.68 8.66 Dow Jones US Total Stock Market Index 0.46 5.9 2.27 2.67 6.78 4.7 8.78 8.8 US Equity: Large Cap Russell 000 Index

More information

Sponsored by: Style Investing: What's the Best Approach for ETF Investors?:

Sponsored by: Style Investing: What's the Best Approach for ETF Investors?: Sponsored by: Style Investing: What's the Best Approach for ETF Investors?: Speakers: Paul Baiochi ETF Analyst IndexUniverse Matt Hougan President, ETF Analytics Global Head of Editorial IndexUniverse

More information

Market Overview. Sector Overview

Market Overview. Sector Overview September 20, 2010 The Weekly ETF Report is based on ValuEngine Chief Market Strategist Richard Suttmeier's proprietary market analytics. Suttmeier combines his technical analysis expertise with ValuEngine's

More information

Summit Strategies Group

Summit Strategies Group US Equity: All Cap Russell 000 Index -.69 2.40.9 6.22 0.59 4.7 2.79 9.78 Dow Jones US Total Stock Market Index -.70 2.4.4 6.2 0.55 4.2 2.76 9.8 US Equity: Large Cap Russell 000 Index -.67 2.75.62 6.70

More information

Summit Strategies Group

Summit Strategies Group US Equity: All Cap Russell 000 Index.72 7.7 5.67 26.29 9.92.85.87 7.64 Dow Jones US Total Stock Market Index - - - - - - - - US Equity: Large Cap Russell 000 Index.87 7.95 5.96 25.5 0.9.94.9 7.69 Russell

More information

For personal use only

For personal use only Level 37, Chifley Tower 2 Chifley Place, Sydney NSW 2000 PO Box N43, Grosvenor Place, NSW 1220 www.blackrock.com.au/ishares or 1300 474 273 2 August 2016 Market Announcements Office AS Limited UPDATED

More information

CUSIP SECURITY DESCRIPTION % of Total

CUSIP SECURITY DESCRIPTION % of Total 36191E870 GUIDEMARK GLOBAL REAL RETURN INST 3.97% 36191K207 GUIDEMARK LARGE CAP GROWTH INST 7.04% 36191K405 GUIDEMARK LARGE CAP VALUE INST 7.63% 36191K603 GUIDEMARK SMALL/MID CAP CORE INST 9.24% 36191K801

More information

The list grows even as the market is beginning to move sideways. Cash is still chasing stocks and we are still long.

The list grows even as the market is beginning to move sideways. Cash is still chasing stocks and we are still long. Quacera 'A' List Report, January, 5, 2016 The list grows even as the market is beginning to move sideways. Cash is still chasing stocks and we are still long. Contact: Quacera Please read the statement

More information

EXCHANGE-TRADED FUNDS (ETFS): NOW INDIVIDUALS CAN INVEST LIKE THE BIG PLAYERS

EXCHANGE-TRADED FUNDS (ETFS): NOW INDIVIDUALS CAN INVEST LIKE THE BIG PLAYERS 1 EXCHANGE-TRADED FUNDS (ETFS): NOW INDIVIDUALS CAN INVEST LIKE THE BIG PLAYERS Exchange-traded funds (ETFs) are one of the fastest-growing investments in the United States. Their rapid growth is all the

More information

Summit Strategies Group

Summit Strategies Group May, 208 US Equity: All Cap Russell 000 Index 2.82.4 2.55 5.06 0.72 2.85 2.6 9.2 Dow Jones US Total Stock Market Index 2.8.5 2.57 5.09 0.68 2.78 2.58 9.27 US Equity: Large Cap Russell 000 Index 2.55 0.57

More information

Summit Strategies Group

Summit Strategies Group June 0, 208 US Equity: All Cap Russell 000 Index 0.65.89.22 4.78.58.29.0 0.2 Dow Jones US Total Stock Market Index 0.66.87.25 4.79.56.22 2.98 0.28 US Equity: Large Cap Russell 000 Index 0.65.57 2.85 4.54.64.7.2

More information

Summit Strategies Group

Summit Strategies Group August, 208 US Equity: All Cap Russell 000 Index.5 7.65 0.9 20.25 5.86 4.25 5.50 0.89 Dow Jones US Total Stock Market Index.48 7.64 0.4 20.26 5.82 4.2 5.45 0.94 US Equity: Large Cap Russell 000 Index.45

More information

Summit Strategies Group

Summit Strategies Group October, 208 US Equity: All Cap Russell 000 Index -7.6 -.95 2.4 6.60.27 0.8.8.5 Dow Jones US Total Stock Market Index -7.4-4.04 2.9 6.56.24 0.76.75.6 US Equity: Large Cap Russell 000 Index -7.08 -.5 2.67

More information

Rollercoaster Ride Ahead

Rollercoaster Ride Ahead 1 11 21 31 41 51 61 71 81 91 101 111 121 131 141 151 161 171 181 191 201 211 221 231 241 251 Rollercoaster Ride Ahead The Dow Jones Industrial Average reached a new high of 21,115.55 on March 1 st. With

More information

Commentary. "How ridiculous and how strange to be surprised at anything which happens in life." -Marcus Aurelius

Commentary. How ridiculous and how strange to be surprised at anything which happens in life. -Marcus Aurelius LongRun Monthly Strategy Review Aug 2017 AR +0.72% AG +1.64% TMG +0.36% SP500 +0.29% R2000-1.54% GDP +0.67% Commentary After posting new all-time highs the first week of August, US equity markets had a

More information

ETF Landscape. Industry Highlights. January Phone:

ETF Landscape. Industry Highlights. January Phone: ETF Landscape Industry Highlights January Deborah Fuhr, Managing Director Global Head of ETF Research and Implementation Strategy Phone: + 7668 76 Email: Deborah.Fuhr@blackrock.com Table of contents I.

More information

Use of ETFs in Active Investing

Use of ETFs in Active Investing Use of ETFs in Active Investing Hardik Patel QPLUM www.qplum.co Disclosures: qplum LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to

More information