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 Guide family of newsletters. Each month he analyzes and provides buy, sell and hold recommendations for hundreds of mutual funds and ETFs in three newsletters: The Investor Guide to Fidelity Funds, The ETF Investor Guide and The Investor Guide to Vanguard Funds. Prior to starting the Mutual Fund Investor Guide, Matthew was President and Chief Investment Officer of the Fidelity Independent Adviser, ETF Report & Sector Momentum Tracker newsletters. WEEKLY SECTOR MOVERS Sell Transportation (FSRFX) Energy Services (FSESX) No Trades Trades Fidelity Select Sector Portfolio ETF Sector Portfolio The MSCI EAFE rallied 1.99 percent last week, while the Russell 2000 Index gained 1.92 percent. The Nasdaq advanced 0.67 percent and the S&P 500 Index increased 0.24 percent. The Dow Jones Industrial Average returned 0.07 percent. The ETF Blended Portfolio climbed 2.58 percent over the past week. The ETF International Portfolio rose 2.44 percent. The ETF Sector Portfolio increased 2.27 percent and the Fidelity Select Sector Portfolio returned 0.40 percent. In 2017, the Nasdaq has gained 9.62 percent. The MSCI EAFE Index returned 6.83 percent, the S&P 500 Index 6.23 percent, the DJIA 5.84 percent and the Russell 2000 2.53 percent. The ETF International Portfolio is up 8.26 percent year-to-date. The ETF Blended Portfolio has rallied 4.99 percent. The ETF Sector Portfolio rose 4.22 percent and the Fidelity Select Portfolio climbed 2.31 percent. Healthcare (FSPHX) rose five places in the relative momentum rankings. Defense & Aerospace (FSDAX), Environmental Services (FSLEX) and Biotechnology (FBIOX) each gained ground. Losing momentum were Natural Gas (FSNGX), Energy Services (FSESX) and Transportation (FSRFX). Among sector ETFs, ishares U.S. Home Construction (ITB) climbed twelve places. VanEck Nuclear Energy (NLR), PowerShares Clean Energy (PBW), SPDR Consumer Staples (XLP) and SPDR Utilities (XLU) all increased momentum. SPDR Oil & Gas Equipment (XES), ishares U.S. Oil Equipment (IEZ), SPDR Oil & Gas Exploration & Production (XOP) and U.S. Brent Oil (BNO) declined in relative momentum. Guggenheim China Real Estate (TAO) moved up seventeen places in the international ETF rankings. ishares India 50 (INDY) and Guggenheim China Small Cap (HAO) also moved up in the rankings. ishares MSCI Peru (EPU), ishares MSCI Canada (EWC), VanEck Africa (AFK) and ishares MSCI Thailand (THD) all lost momentum. Buy Defense & Aerospace (FSDAX) Environmental & Alt Energy (FSLEX) No Trades SECTOR MOVERS 1 FIDELITY 2-4 Australia (EWA) ETF International Portfolio VanEck India Small Cap (SCIF) ETF SECTOR 4-9 ETF INTL 10-14 ETF BLENDED 15 No Trades ETF Blended Portfolio No Trades DISCLOSURE 17 1
FIDELITY SECTOR MOMENTUM RANKINGS Name Symbol 12/23 12/30 1/6 1/13 1/20 1/27 2/3 2/10 2/17 2/24 3/3 3/10 3/17 Banking FSRBX 1 1 1 1 1 1 1 1 1 1 1 1 1 Semiconductors FSELX 4 4 4 5 4 5 4 3 4 4 4 3 2 Computers FDCPX 15 16 16 16 16 17 15 12 10 8 6 4 3 Financial Services FIDSX 7 7 5 4 4 6 5 4 3 3 3 2 4 Chemicals FSCHX 17 17 17 17 15 12 10 9 8 6 5 5 5 Technology FSPTX 22 22 23 22 22 21 20 15 14 12 10 8 6 Brokerage FSLBX 9 9 9 8 8 8 8 8 6 6 7 6 7 Multimedia FBMPX 19 19 19 19 18 15 11 10 11 10 10 10 8 Environmental FSLEX 16 15 15 14 14 13 13 13 13 13 13 13 9 Defense & Aero FSDAX 11 12 13 12 12 16 16 16 16 15 14 14 10 Consumer Finance FSVLX 10 10 10 10 10 9 9 11 12 11 12 11 11 Transportation FSRFX 5 5 6 6 6 4 5 5 5 5 8 9 12 Energy Services FSESX 2 2 2 2 2 2 2 2 2 2 2 7 13 Air Transport FSAIX 6 6 7 7 7 7 7 7 7 9 9 12 14 Insurance FSPCX 12 11 11 11 11 11 13 14 15 16 15 15 15 Wireless FWRLX 30 27 27 27 28 28 26 25 24 21 20 18 16 Materials FSDPX 20 20 20 20 21 19 19 18 17 17 16 16 17 Software FSCSX 23 25 25 24 24 23 23 21 20 19 19 19 18 Industrials FCYIX 18 18 18 18 19 18 18 19 18 18 17 17 19 Comm Equip FSDCX 14 14 14 15 17 19 22 23 21 20 21 20 20 Biotechnology FBIOX 34 35 35 34 35 35 36 36 34 34 30 24 21 Healthcare Svcs FSHCX 33 33 33 31 30 30 29 29 29 28 23 21 22 Automotive FSAVX 31 31 29 28 27 25 24 24 23 22 22 22 23 S&P 500 Index SPX 25 26 26 26 26 27 27 27 27 26 24 23 24 IT Services FBSOX 28 29 28 29 29 29 30 30 30 30 27 26 25 Industrial Equip FSCGX 21 21 21 23 23 24 25 26 26 24 25 25 26 Medical Equip FSMEX 36 37 38 36 36 36 35 34 35 35 33 28 26 Constr & Housing FSHOX 31 32 32 33 33 33 32 32 32 32 32 29 28 HealthCare FSPHX 39 39 39 39 39 39 38 38 38 38 37 34 29 Leisure FDLSX 24 23 24 25 25 26 28 28 28 29 29 31 30 Telecommunications FSTCX 26 23 22 21 20 21 21 22 25 25 26 30 31 Retailing FSRPX 27 28 29 30 32 32 32 33 32 32 35 32 32 Utilities FSUTX 35 34 34 35 34 34 34 35 36 36 36 35 33 Consumer Discr FSCPX 29 30 31 31 31 31 31 31 31 31 33 33 34 Consumer Staples FDFAX 38 38 36 37 37 37 37 37 37 37 38 37 35 Natural Gas FSNGX 3 3 3 3 3 3 3 6 9 14 18 27 36 Energy FSENX 8 8 8 9 9 10 12 16 19 23 28 36 37 Natural Resources FNARX 13 13 12 13 13 14 17 20 21 27 31 38 38 Pharmaceuticals FPHAX 40 40 40 40 40 40 41 41 41 41 41 40 39 Government Income FGOVX 37 36 37 38 38 38 39 39 40 40 40 39 40 Gold FSAGX 41 41 41 41 41 41 40 40 39 39 39 41 41 WWW.MUTUALFUNDINVESTORGUIDE.COM 2
FIDELITY SECTOR PERFORMANCE RETURNS Name Symbol Price 1 Week 2 Week 3 Week 1 Month 3 Month 6 Month 9 Month YTD 1 Year Air Transport FSAIX 74.90-0.23-2.03-1.43-1.85-0.11 20.04 23.99 0.83 17.55 Automotive FSAVX 37.65 2.39 0.72 1.40-0.08 7.48 11.24 14.27 7.76 8.84 Banking FSRBX 33.36-0.74-2.17-0.86-1.59 4.52 32.07 41.83 3.60 43.89 Biotechnology FBIOX 204.79-1.50-1.54 4.20 2.23 15.50 6.46 18.14 17.66 33.80 Brokerage FSLBX 71.48-0.17-0.74-0.40-0.71 3.79 17.65 27.88 5.80 21.87 Chemicals FSCHX 164.86 1.17 0.26 0.81 2.07 11.35 21.56 21.71 11.85 30.89 Comm Equip FSDCX 34.60 0.79 1.17 0.76 2.13 4.53 12.14 22.44 5.46 25.56 Computers FDCPX 84.72 1.23 1.19 1.92 2.97 12.44 18.00 33.89 14.21 34.11 Constr & Housing FSHOX 63.38 1.60 0.97 2.97 3.80 6.95 12.78 11.68 7.68 13.93 Consumer Discr FSCPX 37.65 1.46 0.97 1.07 0.94 4.22 8.05 12.17 6.54 11.79 Consumer Finance FSVLX 13.89 0.07-1.00-1.07-1.21 3.85 15.98 24.58 3.81 26.53 Consumer Staples FDFAX 98.46 1.49 1.28 0.97 3.02 10.15 7.00 6.78 9.56 8.50 Defense & Aero FSDAX 139.13 1.40 0.43 1.36 2.41 7.83 19.12 22.49 7.74 30.02 Energy FSENX 43.20 1.41-2.83-1.86-6.70-8.33 3.83 9.68-7.61 16.97 Energy Services FSESX 52.66 2.33-3.23-3.55-7.27-3.94 19.22 20.71-5.63 22.64 Environmental Svcs FSLEX 24.38 1.37 1.29 1.63 2.22 7.92 18.31 23.22 8.12 25.66 Financial Services FIDSX 102.88-0.68-1.43-0.39-0.45 4.30 21.97 28.99 4.21 30.35 Gold FSAGX 20.77 3.69 1.37-6.53-9.77 14.40-13.15-9.00 8.40 10.56 Government Income FGOVX 10.14 0.40-0.10-0.83 0.05 0.75-2.75-2.82 0.01-0.94 HealthCare FSPHX 208.51-1.07-1.48 0.79 0.90 13.11 2.81 9.41 12.82 18.15 Healthcare Svcs FSHCX 89.93-0.17-0.96 0.42 1.54 8.98 13.46 9.60 8.99 17.43 Industrial Equip FSCGX 40.69 0.62-0.54 0.00-0.68 3.74 10.72 11.62 4.01 14.76 Industrials FCYIX 33.67 0.33-0.88-0.50-1.12 3.84 14.62 15.87 4.08 17.81 Insurance FSPCX 80.77-0.01-0.68 0.20 1.19 4.30 15.14 21.50 4.14 23.22 IT Services FBSOX 45.29 0.49 0.24 0.38 2.35 7.51 9.98 12.35 8.06 17.82 Leisure FDLSX 143.11 1.79 0.85 0.88-0.47 1.96 8.92 12.59 4.57 9.39 Materials FSDPX 82.15 1.57-0.15 0.02-0.29 7.01 14.36 15.74 7.96 21.11 Medical Equip FSMEX 42.04 0.21 0.07 1.20 2.74 14.17 3.37 13.70 14.18 30.85 Multimedia FBMPX 81.99 0.94 1.42 0.65 0.94 9.17 18.89 21.81 10.04 21.44 Natural Gas FSNGX 26.70 0.79-3.89-3.96-8.50-10.24 6.39 10.97-9.74 23.72 Natural Resources FNARX 28.62 1.60-2.55-1.78-6.44-6.96 2.40 8.80-6.41 15.79 Pharmaceuticals FPHAX 18.18-0.22-0.98 0.33 1.00 7.71-5.23-1.04 6.69 3.18 Retailing FSRPX 117.39 1.02 1.15 1.21 1.56 4.75 9.83 12.29 6.99 14.28 S&P 500 SPX 2378.25 0.24-0.20 0.46 1.23 5.55 10.76 14.45 6.23 16.55 Semiconductors FSELX 103.81 0.18 1.58 1.90 2.81 8.76 18.60 38.58 8.68 44.72 Software FSCSX 143.74 0.71 1.35 1.15 1.71 9.08 11.01 20.91 11.60 27.61 Technology FSPTX 151.70 1.68 2.44 2.77 3.65 15.67 16.16 31.09 16.58 34.63 Telecommunications FSTCX 71.03 2.35 1.62 0.25 1.79 3.60 8.63 11.50 1.73 15.57 Transportation FSRFX 90.55-1.03-3.32-2.64-3.71-1.06 17.33 25.02 0.51 18.59 Utilities FSUTX 77.09 1.25 0.39 0.31 4.71 10.25 8.30 6.02 8.15 10.65 Wireless FWRLX 9.40 1.51 2.06 2.96 4.44 12.85 13.57 21.54 11.90 20.52 WWW.MUTUALFUNDINVESTORGUIDE.COM 3
FIDELITY SELECT SECTOR RETURNS PERIOD PORTFOLIO BENCHMARK S&P 500 Nasdaq Dow Russell 2000 YTD 2.31 6.23 9.62 5.84 2.53 1 Week 0.40 0.24 0.67 0.07 1.92 4 Week -0.49 1.15 1.07 1.42-0.60 13 Week 1.78 5.32 8.53 5.41 2.00 26 Week 8.77 11.18 12.52 15.41 13.61 1 Year 19.59 16.04 23.05 18.83 26.31 Inception* 116.93 89.11 126.51 71.20 87.80 *Inception on 12/31/2011 FIDELITY PORTFOLIO HOLDINGS RANK FUND SYMBOL SHARES PRICE VALUE Date Purchased PERCENT 1 Banking FSRBX 739.02 33.36 $24,653.86 11/14/16 11.37% 2 Semiconductors FSELX 279.61 103.81 $29,026.02 06/20/16 13.38% 3 Computers FDCPX 247.37 84.72 $20,957.51 02/27/17 9.66% 4 Financial Services FIDSX 189.10 102.88 $19,454.74 11/28/16 8.97% 5 Chemicals FSCHX 129.24 164.86 $21,306.43 02/06/17 9.82% 6 Technology FSPTX 120.54 151.70 $18,286.46 03/13/17 8.43% 7 Brokerage FSLBX 280.47 71.48 $20,047.80 12/12/16 9.24% 8 Multimedia FBMPX 250.28 81.99 $20,520.51 02/13/17 9.46% 12 Transportation FSRFX 225.02 90.55 $20,375.51 11/21/16 9.39% 13 Energy Services FSESX 423.41 52.66 $22,296.84 10/24/16 10.28% $216,925.69 100.00% THIS WEEK S FIDELITY TRADE RECOMMENDATIONS At the close of trading on March 20, 2017 we will make the following trades. Proceeds from multiple fund sales should be split evenly between new purchases. We hold each Fidelity fund for 30 days to avoid a short-term trading fee even if it falls out of the top 10. Last Week s Sell Transactions Sell Transportation (FSRFX) Energy Service (FSESX) Buy Defense (FSDAX) Environmetal (FSLEX) Date Fund Symbol Shares Buy Value Sell Proceeds Profit 3/13/2017 Air Transport FSAIX 239.79 73.58 $17,644.11 74.93 $18,085.16 $441.05 WWW.MUTUALFUNDINVESTORGUIDE.COM 4
ETF SECTOR MOMENTUM RANKINGS Name Symbol 12/23 12/30 1/6 1/13 1/20 1/27 2/3 2/10 2/17 2/24 3/3 3/10 3/17 Glb X Copper Miners COPX 2 3 4 3 2 1 1 1 1 1 1 1 1 Glb X Uranium URA 85 82 69 47 27 13 7 5 3 2 2 2 2 VanEck Steel SLX 1 1 1 1 1 2 2 2 2 2 3 3 3 SPDR S&P Reg Bank KRE 4 2 2 2 3 3 3 4 5 4 4 4 4 ishares US Reg Banks IAT 7 5 5 5 5 6 6 7 7 7 5 5 5 SPDR S&P Bank KBE 5 4 3 4 4 4 5 6 6 6 6 6 6 ishares US Broker Dealers IAI 8 8 8 7 7 8 8 8 8 8 8 7 7 ishares Semiconductor SOXX 10 10 12 12 12 11 11 10 9 9 10 9 8 ishares US Financial Svcs IYG 9 9 10 10 10 10 11 11 10 10 9 8 9 SPDR Financial XLF 11 12 11 11 13 14 14 13 13 12 11 11 10 SPDR Metals & Mining XME 6 6 6 6 6 5 4 3 4 5 7 10 11 VanEck Coal KOL 3 7 7 8 9 9 10 11 12 11 12 12 12 SPDR S&P Cap Mkt KCE 19 21 18 17 16 18 18 19 18 17 16 14 13 VanEck Rare Earth REMX 40 41 39 35 30 27 17 16 14 13 13 13 14 ishares US Finance IYF 23 23 19 18 17 19 19 20 21 21 18 15 15 SPDR S&P Insurance KIE 21 19 20 19 19 20 22 21 22 22 19 16 16 PShrs DB Base Metals DBB 17 20 23 23 18 17 15 15 16 15 15 16 17 ETFS Palladium PALL 27 30 30 26 24 23 21 18 17 16 17 18 18 ishares US Technology IYW 34 35 35 36 37 38 33 31 28 26 25 23 19 ishares US Aero & Defense ITA 24 25 25 25 26 28 28 28 26 25 24 21 20 SPDR Biotech XBI 56 60 60 59 59 61 59 57 50 46 36 27 21 ishares US Insurance IAK 19 18 20 20 21 21 24 23 23 23 22 21 21 ishares NA Networking IGN 16 16 16 16 19 22 23 22 20 19 20 20 23 ishares NA Technology IGM 36 37 38 38 39 41 40 35 33 31 28 25 24 ishares DJ Transports IYT 15 15 15 15 15 15 16 17 19 20 20 19 24 SPDR Technology XLK 38 38 43 41 44 45 43 41 36 34 32 30 26 SPDR DJIA DIA 33 32 32 31 34 34 34 34 34 32 29 26 27 SPDR Industrial XLI 29 28 29 29 29 29 31 30 30 30 27 28 28 ishares NA Software IGV 60 59 60 62 62 59 57 53 51 44 39 35 29 ishares US Home Constr ITB 64 65 65 66 68 65 64 63 60 58 47 42 30 ishares US Basic Materials IYM 32 33 33 34 35 32 30 29 29 29 29 31 31 ishares Russell2000 IWM 22 21 22 21 22 24 25 24 24 24 26 28 31 Glb X Lithium LIT 58 55 51 48 42 36 29 27 27 28 33 35 33 PShrs Private Equity PSP 42 44 43 39 38 39 37 33 32 33 34 37 34 ishares US Industrial IYJ 31 31 31 33 36 37 35 38 37 35 34 33 35 FrTrust DJ Internet FDN 37 42 45 44 41 42 42 39 38 37 37 38 36 PShrs NASDAQ Internet PNQI 53 57 57 57 55 53 52 49 45 42 43 39 37 Guggenheim Shipping SEA 65 64 63 61 54 51 48 47 42 39 41 40 38 PShrs Dyn Leisure PEJ 25 24 24 24 25 25 26 26 25 27 31 33 39 SPDR S&P 500 SPY 44 46 46 49 50 52 51 51 48 48 44 44 40 VanEck Ag Business MOO 45 47 47 46 46 43 41 35 35 36 38 41 41 SPDR Basic Materials XLB 39 38 42 40 42 40 39 40 39 38 39 43 42 Guggenheim Timber CUT 48 49 49 50 49 47 46 42 41 39 42 45 43 FrTrust Global Auto CARZ 51 50 48 45 45 44 45 45 44 43 45 46 44 SPDR Oil & Gas Equip XES 12 11 9 9 8 7 9 9 11 14 14 24 45 ishares US Med Devices IHI 68 71 72 72 71 70 67 66 64 60 54 49 46 ishares US Oil Equip IEZ 13 13 13 13 11 12 13 14 15 18 23 32 47 FrTrust Biotech FBT 70 72 73 74 75 78 78 74 71 69 60 53 48 PShrs Dyn Media PBS 56 52 52 52 51 50 49 48 46 45 46 47 48 WWW.MUTUALFUNDINVESTORGUIDE.COM 5
ETF SECTOR MOMENTUM RANKINGS Name Symbol 12/23 12/30 1/6 1/13 1/20 1/27 2/3 2/10 2/17 2/24 3/3 3/10 3/17 SPDR Cons Disc XLY 59 56 55 55 55 56 54 53 53 51 48 48 50 ishares US Cons Service IYC 55 53 53 54 52 54 55 55 54 52 49 50 51 PShrs Water PHO 43 48 50 53 52 54 55 55 57 54 51 51 52 Global X Social Media SOCL 54 62 62 64 63 63 61 59 58 56 54 52 53 SPDR Homebuilders XHB 66 66 67 68 69 69 67 67 69 68 66 56 54 ishares US Healthcare IYH 74 74 75 75 74 77 76 74 73 70 68 58 55 ishares US Cons Goods IYK 70 69 71 73 73 71 70 68 68 67 64 57 56 ishares NASDAQ Biotech IBB 75 79 79 79 79 85 84 80 77 77 70 60 57 SPDR Healthcare XLV 76 76 78 77 78 81 79 79 78 76 72 63 58 ipath DJ Livestock COW 86 84 77 69 66 64 63 62 63 62 61 59 59 VanEck Gaming BJK 46 51 55 58 61 62 62 64 65 66 67 65 60 SPDR Utilities XLU 72 69 70 71 72 73 73 72 74 74 71 68 61 ishares US Utilities IDU 69 68 68 70 70 72 71 70 72 71 69 65 62 SPDR Cons Staples XLP 73 73 74 78 77 76 77 76 76 75 73 70 63 ishares US Telecom IYZ 51 45 34 32 33 30 31 37 43 46 52 55 64 US Brent Oil BNO 47 40 37 37 40 46 46 46 47 50 49 54 65 VanEck Nuclear Energy NLR 67 67 66 67 67 67 69 69 75 78 76 74 66 ishares NA Natural Res IGE 30 29 28 30 32 33 38 43 48 53 57 64 67 PShrs Clean Energy PBW 82 83 85 84 85 83 85 86 81 80 77 76 68 SPDR Energy XLE 26 26 26 27 28 30 36 44 52 55 58 65 68 ishares US Oil & Gas Exp IEO 18 17 17 22 23 26 27 32 40 49 56 62 70 FrTrust Global Wind FAN 77 79 81 81 80 75 74 71 70 71 75 75 71 SPDR Oil & Gas Explor XOP 14 14 14 14 14 16 20 25 31 41 53 61 72 ishares US Energy IYE 28 27 27 28 31 34 44 50 54 59 63 71 73 PShrs DB Oil DBO 49 43 40 43 47 49 50 52 54 57 58 69 74 ishares US Real Estate IYR 81 75 76 76 76 74 75 77 79 79 78 77 75 ishares GSCI Commodity GSG 62 61 59 60 60 58 60 61 62 63 65 72 76 ishares US Preferred PFF 77 77 79 80 81 82 80 81 80 81 81 79 77 PShrs Fin Preferred PGF 79 78 82 81 83 83 82 82 82 82 83 80 78 US Oil USO 61 58 54 56 58 57 58 60 61 61 62 73 79 Teucrium Soybean SOYB 63 63 64 65 65 65 65 65 66 71 78 78 80 ishares C & S Realty ICF 84 86 83 83 81 79 83 85 84 83 81 81 81 VanEck Jr Gold Miners GDXJ 95 95 95 95 94 92 89 83 67 64 74 83 82 Teucrium Corn CORN 86 87 87 87 87 87 87 87 87 87 85 84 83 ishares Silver Trust SLV 88 88 88 89 89 89 90 91 92 90 86 85 84 PShrs DB Agriculture DBA 83 85 86 85 84 80 80 84 85 86 87 86 85 FrTrust Natural Gas FCG 35 36 36 41 47 48 53 58 59 65 80 82 86 ETFS Platinum PPLT 92 93 92 88 88 88 88 90 88 88 84 87 87 SPDR Retail XRT 50 54 58 63 64 68 72 78 83 85 87 88 88 ishares Agg Bond AGG 80 81 84 86 86 86 86 88 90 91 90 89 89 SPDR Pharmaceuticals XPH 93 92 91 92 93 95 96 96 95 94 94 92 90 ishares Comex Gold IAU 89 89 89 90 90 90 92 93 93 92 92 90 91 SPDR Gold GLD 90 90 90 91 91 91 93 94 94 93 93 91 92 VanEck Gold Miners GDX 96 96 96 96 96 96 94 92 89 89 91 94 93 Glb X Silver Miners SIL 94 94 94 94 95 93 91 89 86 84 89 93 94 Guggenheim Solar Energy TAN 97 97 97 97 97 97 97 97 97 97 95 95 95 ishares 20+ Yr Tres Bond TLT 91 91 93 93 92 94 95 95 96 96 96 96 96 US Natural Gas UNG 41 34 41 51 57 60 66 73 91 95 97 97 97 WWW.MUTUALFUNDINVESTORGUIDE.COM 6
ETF SECTOR PERFORMANCE RETURNS Name Symbol Price 1 Week 2 Week 3 Week 1 Month 3 Month 6 Month 9 Month YTD 1 Year ETFS Palladium PALL 74.48 4.15 0.35 0.72-1.69 7.40 17.49 45.36 14.22 30.87 ETFS Platinum PPLT 92.27 2.29-3.34-6.09-4.66 4.11-7.03-1.14 6.78-2.76 FrTrust Biotech FBT 105.41-1.21-0.73 5.45 3.21 13.15 3.79 16.05 15.99 28.25 FrTrust DJ Internet FDN 88.40 1.26 1.84 1.26 1.54 8.31 11.35 21.58 10.74 31.25 FrTrust Global Auto CARZ 36.53 0.14 0.47 1.16 0.11 4.70 10.12 19.88 6.13 13.13 FrTrust Global Wind FAN 12.45 1.55 0.97 1.80-0.40 10.44-1.34 6.94 6.41 16.09 FrTrust Natural Gas FCG 23.65 0.60-3.19-3.03-9.42-11.44-6.19 0.05-9.63 8.50 Glb X Copper Miners COPX 23.56 8.57-1.42-1.96-8.47 7.77 49.24 62.43 17.80 56.53 Glb X Lithium LIT 27.00 3.57 2.31 3.29 0.30 10.63 12.48 11.89 10.75 28.82 Glb X Silver Miners SIL 35.11 4.81-0.23-8.28-10.71 7.18-18.59-3.88 9.34 32.91 Glb X Uranium URA 16.43 4.85 2.82-1.79-10.85 29.01 33.10 23.07 27.66 22.99 Global X Social Media SOCL 24.76 1.85 1.93 1.68 2.44 10.04 2.12 21.41 14.52 35.84 Guggenheim Shipping SEA 12.65 2.35 1.36 3.10 0.88 10.92 13.66 21.28 10.67 10.50 Guggenheim Solar Energy TAN 17.96 0.50-1.59-5.27-3.34 7.47-4.79-5.89 8.39-23.03 Guggenheim Timber CUT 26.53 2.04 0.23 1.18 0.00 7.26 10.00 19.99 7.11 17.55 ipath DJ Livestock COW 22.59 1.35 3.01 2.87 2.22 5.81 13.23-7.65 1.03-11.10 ishares 20+ Yr Tres Bond TLT 118.64 1.19-0.59-2.57-0.08 2.24-10.13-11.49 0.00-5.64 ishares Agg Bond AGG 107.89 0.55-0.03-0.82 0.20 1.20-2.27-1.85 0.25 0.32 ishares C & S Realty ICF 99.56 2.32-1.97-3.32-0.39 2.67-1.44-1.68-0.08 0.81 ishares Comex Gold IAU 11.82 1.98-0.51-2.23-0.42 7.45-6.71-4.37 6.68-2.56 ishares DJ Transports IYT 165.02-1.55-3.60-2.87-4.15-0.38 17.96 22.51 1.34 16.60 ishares GSCI Commodity GSG 14.59 0.55-4.58-5.38-6.05-4.89 2.96-4.01-6.89 1.46 ishares NA Natural Res IGE 34.09 0.77-1.93-1.36-4.91-5.81 3.42 7.09-5.17 13.47 ishares NA Networking IGN 45.73 1.96 0.82-1.93-1.99 3.93 15.03 27.31 4.84 28.19 ishares NA Software IGV 126.85 1.52 2.36 1.94 3.45 13.04 13.23 20.26 16.54 29.23 ishares NA Technology IGM 138.34 0.90 1.38 1.59 2.63 10.04 14.06 25.38 11.74 28.63 ishares NASDAQ Biotech IBB 295.28-1.77-2.38 1.86 0.11 9.64 1.83 12.84 11.27 19.72 ishares Russell2000 IWM 138.46 1.84-0.14-0.14-0.81 2.87 14.24 22.38 2.68 29.43 ishares Semiconductor SOXX 136.34 1.35 3.23 3.37 3.78 12.60 25.98 45.82 11.10 52.78 ishares Silver Trust SLV 16.47 1.98-3.00-5.34-3.35 3.39-8.70 0.98 9.00 8.64 ishares US Aero & Defense ITA 152.52 1.42 0.44 1.33 2.30 8.16 20.29 24.00 8.54 31.81 ishares US Basic Materials IYM 89.48 1.55 0.48 0.81 0.61 5.85 16.79 16.60 7.60 22.60 ishares US Broker Dealers IAI 53.11 0.42 0.00 0.59-1.14 5.70 27.84 44.58 7.34 43.80 ishares US Cons Goods IYK 120.51 0.83 0.89 1.55 2.85 8.82 7.45 8.08 8.84 9.74 ishares US Cons Service IYC 159.98 0.64 0.21-0.21 0.11 3.99 10.70 12.40 5.93 12.37 ishares US Energy IYE 38.56 0.39-2.36-0.98-4.39-7.80 3.38 4.77-7.17 10.20 ishares US Finance IYF 106.41-0.10-1.44-0.30 0.09 5.16 19.19 25.97 4.88 28.16 ishares US Financial Svcs IYG 112.83-0.77-1.41 0.27-0.44 6.00 28.35 39.34 6.18 40.86 ishares US Healthcare IYH 157.95-0.73-0.56 0.91 2.34 9.22 5.47 8.39 9.59 16.90 ishares US Home Constr ITB 32.36 1.41 3.72 7.62 8.81 15.08 17.27 20.13 17.76 22.69 ishares US Industrial IYJ 127.83 0.63-0.05 0.61 1.06 5.33 14.68 17.61 6.01 21.80 ishares US Insurance IAK 61.60-0.11-1.03 0.00 0.83 3.68 17.65 24.07 3.83 24.99 ishares US Med Devices IHI 151.65 0.09 0.30 0.97 3.24 13.43 6.98 15.52 13.89 28.99 ishares US Oil & Gas Exp IEO 60.15 1.23-2.24-1.70-6.37-9.65 2.99 9.74-8.08 13.30 ishares US Oil Equip IEZ 41.68 0.72-4.97-4.86-8.80-8.90 14.84 10.76-8.29 13.13 ishares US Preferred PFF 38.46 1.48 0.23-0.23 0.26 5.85 0.40 2.03 4.40 5.44 ishares US Real Estate IYR 78.20 2.17-1.81-2.63-0.10 3.85 0.64 1.21 1.64 5.24 ishares US Reg Banks IAT 46.78-0.85-2.58-1.60-2.24 4.37 33.91 44.64 3.09 48.45 ishares US Technology IYW 134.96 0.78 1.32 1.65 2.65 10.71 14.68 28.46 12.23 27.84 WWW.MUTUALFUNDINVESTORGUIDE.COM 7
ETF SECTOR PERFORMANCE RETURNS Name Symbol Price 1 Week 2 Week 3 Week 1 Month 3 Month 6 Month 9 Month YTD 1 Year ishares US Telecom IYZ 33.23 2.63 0.48-1.83-2.29-0.08 4.37 6.20-3.68 13.13 ishares US Utilities IDU 129.18 1.39 0.14 0.18 5.03 8.30 6.98 4.28 6.03 8.41 MV Ag Business MOO 53.84 0.41-0.02 0.43-1.32 6.19 11.67 13.82 4.87 16.10 MV Coal KOL 13.68 5.56 3.01 3.01 2.93 7.58 27.18 63.99 11.58 75.22 MV Gaming BJK 36.98 3.67 3.93 5.48 4.02 6.83 5.73 17.78 9.28 15.64 MV Gold Miners GDX 22.67 4.33 2.12-6.05-9.07 14.31-13.16-10.81 8.37 11.29 MV Jr Gold Miners GDXJ 36.28 4.58 2.11-9.50-12.58 18.73-14.83-3.93 14.99 37.44 MV Nuclear Energy NLR 48.42 0.96-0.25-0.64 3.44 0.38 3.99 3.61 2.04 4.69 MV Rare Earth REMX 18.41 2.39-3.71-7.53-6.88 6.52 15.19 15.26 8.23 25.98 MV Steel SLX 42.57 6.45-0.86 0.02-4.68 6.96 51.44 61.62 12.65 73.14 PShrs Clean Energy PBW 3.96 2.40 0.84-1.17 0.84 7.90 8.85 7.82 7.96-3.18 PShrs DB Agriculture DBA 20.15 0.85-0.84-0.69-2.47 0.40 0.15-10.64 0.90-4.73 PShrs DB Base Metals DBB 16.53 3.70 1.29 1.04-0.66 5.35 23.91 29.14 10.79 30.36 PShrs DB Oil DBO 8.51 0.00-7.50-7.80-8.30-9.18 1.92-1.96-12.09 6.91 PShrs Dyn Leisure PEJ 40.50 0.02-1.15-1.56-2.55-0.06 16.22 20.17 1.20 13.21 PShrs Dyn Media PBS 27.63 0.58 0.47-0.54-0.47 4.46 10.57 11.87 5.42 14.13 PShrs Fin Preferred PGF 18.53 1.53 0.11-0.10 0.49 6.02 0.52 2.30 4.57 5.64 PShrs NASDAQ Internet PNQI 94.46 1.57 2.05 2.41 2.41 10.75 10.31 23.46 14.30 26.28 PShrs Private Equity PSP 11.84 1.68 2.11 2.37 0.40 8.16 11.81 21.84 7.63 21.51 PShrs Water PHO 26.10 1.08 0.08 0.23 1.08 4.51 10.30 13.13 6.14 20.46 SPDR Basic Materials XLB 52.34 0.76-0.29 0.14 0.10 4.49 12.57 13.04 5.64 18.03 SPDR Biotech XBI 71.02-0.64-0.43 5.65 2.79 16.68 9.49 29.70 20.02 47.01 SPDR Cons Disc XLY 87.36 0.89 0.71 0.81 0.98 5.19 12.02 13.35 7.64 13.85 SPDR Cons Staples XLP 54.98 0.40 0.23-0.02 2.12 7.24 5.13 4.36 6.88 6.91 SPDR DJIA DIA 208.86 0.06-0.31 0.64 1.68 6.24 16.16 20.05 6.35 22.56 SPDR Energy XLE 69.80 0.30-2.46-1.09-4.30-7.45 3.81 7.25-6.77 12.92 SPDR Financial XLF 24.45-1.02-1.73 0.48 0.07 5.02 27.24 34.73 5.54 36.04 SPDR Gold GLD 116.99 1.98-0.44-2.26-0.39 7.50-6.68-4.40 6.73-2.61 SPDR Healthcare XLV 75.16-0.72-0.48 0.87 2.41 9.20 5.14 7.43 9.42 15.59 SPDR Homebuilders XHB 37.44 1.34 2.06 4.68 5.83 7.51 9.74 13.69 10.80 14.28 SPDR Industrial XLI 65.68 0.21-0.51 0.13 0.33 5.34 16.28 19.87 6.04 21.68 SPDR Metals & Mining XME 30.86 3.27-3.23-4.42-10.69-3.50 26.32 32.96 1.61 50.98 SPDR Oil & Gas Equip XES 19.59 0.01-7.70-8.35-13.02-12.63 15.81 6.65-12.25 8.66 SPDR Oil & Gas Explor XOP 36.44 1.12-3.56-3.58-9.15-12.36 1.05 7.58-11.84 19.00 SPDR Pharmaceuticals XPH 41.13-1.07-2.59-2.59-3.23 5.67-9.97-3.34 5.29 9.47 SPDR Retail XRT 42.44 0.97-0.40-2.68-4.06-8.28-2.89 3.93-3.45-5.77 SPDR S&P 500 SPY 237.03 0.16-0.15 0.56 1.34 6.01 11.80 16.10 6.50 18.84 SPDR S&P Bank KBE 44.59-0.51-2.19-1.04-2.02 3.74 34.75 46.80 2.83 48.03 SPDR S&P Cap Mkt KCE 47.40 0.43-0.64-0.76-1.03 4.74 17.61 27.74 6.34 24.98 SPDR S&P Insurance KIE 86.99 0.01-0.64-0.41 0.44 5.89 18.91 26.00 5.21 27.80 SPDR S&P Reg Bank KRE 56.54-0.49-2.55-1.30-2.13 3.81 35.65 48.24 2.06 51.65 SPDR Technology XLK 53.34 0.82 1.30 1.74 3.19 9.89 13.50 24.61 10.72 24.69 SPDR Utilities XLU 51.23 1.29 0.19 0.06 5.24 8.69 6.84 4.36 6.28 8.28 Teucrium Corn CORN 19.16 0.74-3.04-0.98-4.39-0.83 4.24-16.80 2.41-9.71 Teucrium Soybean SOYB 18.93-0.37-2.92-1.61-5.59-3.66 2.88-9.38-0.89 6.35 US Brent Oil BNO 14.07 0.64-7.37-8.22-7.68-6.51 3.15-1.19-10.27 9.75 US Natural Gas UNG 7.12-3.13 4.09 5.33-3.39-20.62-16.92-8.48-23.77 4.25 US Oil USO 10.33 0.39-8.50-9.86-9.07-8.75 1.87-7.27-11.86-2.09 WWW.MUTUALFUNDINVESTORGUIDE.COM 8
ETF SECTOR RETURNS PERIOD PORTFOLIO BENCHMARK S&P 500 Nasdaq Dow Russell 2000 YTD 4.22 6.23 9.62 5.84 2.53 1 Week 2.27 0.24 0.67 0.07 1.92 4 Week -2.56 1.15 1.07 1.42-0.60 13 Week 3.18 5.32 8.53 5.41 2.00 26 Week 13.22 11.18 12.52 15.41 13.61 1 Year 30.04 16.04 23.05 18.83 26.31 Inception* 96.63 89.11 126.51 71.20 87.80 *Inception on 12/31/2011 ETF SECTOR PORTFOLIO HOLDINGS RANK FUND SYMBOL SHARES PRICE Value DATE PURCHASED PERCENT 2 Glb X Uranium URA 837.07 16.43 $13,753.10 01/30/17 6.99% 3 VanEck Steel SLX 619.82 42.57 $26,385.73 05/09/16 13.42% 4 SPDR S&P Reg Bank KRE 397.97 56.54 $22,501.50 11/07/16 11.44% 6 SPDR S&P Bank KBE 392.41 44.59 $17,497.37 11/14/16 8.90% 7 ishares US Broker Dealers IAI 333.68 53.11 $17,721.66 11/14/16 9.01% 8 ishares Semiconductor SOXX 169.30 136.34 $23,081.79 08/08/16 11.74% 9 ishares US Financial Svcs IYG 140.07 112.83 $15,803.91 11/28/16 8.04% 11 SPDR Metals & Mining XME 622.59 30.86 $19,213.13 06/06/16 9.77% 12 VanEck Coal KOL 1603.08 13.68 $21,930.07 07/05/16 11.15% 14 VanEck Rare Earth REMX 1017.86 18.41 $18,738.79 02/27/17 9.53% $196,627.04 100.00% THIS WEEK S ETF SECTOR TRADE RECOMMENDATIONS Sell No Trades At the close of trading on March 20, 2017 we will make the following trades. Proceeds from multiple fund sales should be split evenly between new purchases. We hold the top 10 highest ranked ETFs, but do not hold more than 2 ETFs from the same sector. There is no minimum holding period for ETFs. Buy No Trades Last Week s Sell Transactions Date Fund Symbol Shares Buy Value Sell Proceeds Profit No trades last week WWW.MUTUALFUNDINVESTORGUIDE.COM 9
ETF INTERNATIONAL MOMENTUM RANKINGS Name Symbol 12/23 12/30 1/6 1/13 1/20 1/27 2/3 2/10 2/17 2/24 3/3 3/10 3/17 VanEck Brazil Small Cap BRF 12 12 10 8 5 4 4 3 2 2 2 2 1 VanEck Russia Sm Cap RSXJ 1 1 1 1 1 1 1 1 1 1 1 1 2 ishares Poland EPOL 56 49 41 31 28 19 10 7 7 7 4 3 3 Glb X Argentina ARGT 14 18 16 12 9 6 6 6 6 5 5 5 4 ishares Brazil EWZ 5 6 6 4 4 5 5 5 4 3 3 4 5 WTree Japan Hedged DXJ 2 2 3 3 3 3 3 4 5 6 7 6 6 ishares S&P Latin Am 40 ILF 20 23 24 22 19 16 13 11 8 8 8 7 7 WTree Europe Hedged HEDJ 9 5 5 5 6 8 9 14 14 14 11 10 8 ishares Austria EWO 6 7 8 9 10 8 8 9 9 9 9 9 9 VanEck India Sm Cap SCIF 60 68 69 62 61 57 53 37 30 24 18 14 10 VanEck Russia RSX 3 3 2 2 2 2 2 2 3 4 6 8 11 WTree Japan Sm Cap Div DFJ 4 4 4 6 8 10 10 13 13 13 12 11 12 ishares Australia EWA 21 21 20 16 16 17 17 16 15 15 13 13 13 WTree Dreyfus Brazil Real BZF 17 12 13 13 14 15 14 12 12 11 10 12 14 WTree Emg Mkt Sm Cap DivDGS 34 36 40 43 44 42 40 36 27 21 20 17 15 WTree Emg Markts HiYld DEM 15 17 18 18 17 18 18 16 17 16 15 15 16 ishares Taiwan EWT 10 16 19 21 21 21 21 20 18 18 17 16 17 WTree India EPI 55 57 56 60 60 61 58 52 49 40 32 24 18 ishares Global 100 IOO 16 14 14 15 17 20 20 22 20 20 21 19 19 SPDR Emg Mkts Sm Cap EWX 32 37 45 47 49 47 44 41 32 30 24 21 20 ishares Pacific ex-japan EPP 27 28 30 29 29 30 26 27 24 22 23 20 21 ishares Chile ECH 24 25 29 34 36 36 37 32 27 25 26 22 22 ishares South Korea EWY 42 41 46 45 42 41 34 28 29 27 27 28 23 ishares Sweden EWD 45 42 39 42 41 38 30 26 23 23 24 23 24 ishares Spain EWP 45 40 36 34 35 35 32 35 36 42 42 33 25 Glb X Norway 30 NORW 7 8 7 7 7 7 7 8 10 12 14 18 25 ishares ACWI Index ACWI 22 22 23 23 23 22 25 24 25 28 27 24 27 ishares Germany EWG 30 30 28 28 27 23 23 23 25 29 29 28 28 ishares Emerging Markets EEM 36 39 42 43 44 42 42 40 33 31 31 30 29 ishares Netherlands EWN 49 48 47 49 47 48 50 50 48 51 46 38 30 Gugg China Sm Cap HAO 37 45 51 52 54 54 56 55 52 48 39 41 31 ishares MSCI Italy EWI 35 27 22 17 13 13 16 19 22 33 36 35 31 ishares Singapore EWS 53 55 54 51 50 51 45 43 43 36 34 31 33 Gugg China RE TAO 44 56 58 61 62 62 64 62 63 58 56 51 34 ishares DJ Euro 50 FEZ 39 32 31 30 29 28 28 33 36 38 38 38 35 Wtree Intl Hedged IHDG 43 37 38 39 40 44 47 47 47 49 40 38 36 WTree Euro Sm Cap Div DFE 51 47 43 41 39 37 35 30 31 32 33 33 36 ishares India 50 INDY 71 73 73 72 72 71 68 64 63 57 55 49 38 PwrShrs Golden Dragon PGJ 52 59 64 62 64 64 65 63 59 54 51 44 39 China Large Cap FXI 26 31 34 39 43 45 49 48 44 35 37 42 40 ishares Japan Sm Cap SCJ 25 24 25 26 29 33 36 38 36 34 35 36 40 ishares Canada EWC 8 9 9 10 11 11 15 15 15 17 19 27 42 ishares EMU Index EZU 41 34 32 32 33 32 33 39 41 44 44 43 43 ishares Israel Cap Invest EIS 65 67 64 62 63 63 62 65 61 56 54 52 44 ishares South Africa EZA 64 62 57 53 52 48 48 51 46 42 45 47 45 VanEck Africa AFK 58 52 49 38 32 25 22 18 19 19 22 32 46 ishares France EWQ 29 29 27 27 26 27 27 33 39 44 48 46 47 WWW.MUTUALFUNDINVESTORGUIDE.COM 10
ETF INTERNATIONAL MOMENTUM RANKINGS Name Symbol 12/23 12/30 1/6 1/13 1/20 1/27 2/3 2/10 2/17 2/24 3/3 3/10 3/17 ishares ACWI ex-us ACWX 31 33 33 36 37 39 40 42 42 39 40 45 48 ishares Thailand Invest THD 28 26 26 25 25 23 23 21 20 25 30 37 48 ishares Asia ex Japan AAXJ 48 54 55 56 59 57 57 56 53 52 52 53 50 ishares All Peru EPU 10 10 11 13 15 14 12 10 11 10 16 26 50 ishares MSCI EAFE EFA 38 35 35 37 37 39 42 44 45 47 49 48 52 SPDR MidEast & Africa GAF 65 66 62 56 53 52 51 52 50 50 47 54 53 ishares S&P Europe 350 IEV 54 51 48 47 46 46 46 49 51 53 53 55 54 ishares Japan EWJ 17 19 21 24 24 26 29 31 35 37 43 49 55 ishares Switzerland EWL 68 64 60 58 55 55 55 58 57 58 59 57 56 ishares Ireland EIRL 69 64 60 59 57 56 59 59 60 61 60 58 57 ishares Hong Kong EWH 39 50 53 55 57 59 60 60 62 62 61 59 58 Glb X Greece 20 GREK 22 20 11 11 12 11 19 24 40 46 50 56 59 ishares MSCI U Kingdom EWU 59 53 52 50 51 53 54 54 55 55 58 60 60 ishares Finland EFNL 47 44 44 46 48 50 52 56 58 63 63 61 61 PShares USD Bullish UUP 13 11 15 19 21 31 39 45 54 60 62 62 62 ishares Belguim EWK 73 69 68 68 65 66 67 68 68 68 68 66 63 Glb X Colombia GXG 50 46 37 33 34 33 31 28 34 41 57 63 64 WTree USD Bullish USDU 19 15 17 20 20 29 38 45 55 63 64 64 65 ishares MSCI Emg MinVol EEMV 71 72 70 71 71 72 72 72 72 70 70 68 66 db xtrackers China ASHR 32 43 50 53 55 60 61 66 66 66 65 65 67 CurrShrs Aust Dollar FXA 57 59 66 69 66 66 66 67 67 67 67 66 68 WTree Emg Currency CEW 61 58 59 65 67 69 70 69 69 69 69 70 69 ishares MSCI EAFE MinVol EFAV 78 77 77 77 75 75 75 73 73 73 71 71 70 ishares Denmark EDEN 85 85 83 80 79 79 78 78 77 75 75 73 71 ishares New Zealand ENZL 65 70 71 70 70 65 63 61 65 65 65 69 72 VanEck Indonesia IDX 62 61 62 66 69 70 71 71 71 72 72 72 73 ishares S&P World Property WPS 76 76 76 76 77 77 77 76 76 74 74 74 74 WTree China Yuan CYB 74 74 74 74 74 74 74 75 75 77 77 76 75 Wtree Asia Local Debt ALD 70 71 72 72 73 73 73 74 74 76 76 77 76 CurrShrs Can Dollar FXC 63 63 67 67 68 68 69 70 70 71 73 75 77 ishares Maylasia EWM 82 83 85 83 83 82 82 82 82 81 80 78 78 ishares Mexico EWW 86 86 86 87 87 87 87 87 87 87 84 82 79 CurrShrs SwissFranc FXF 75 75 75 75 76 76 76 77 78 78 78 79 80 VanEck Vietnam VNM 84 84 84 82 82 81 81 81 79 79 79 80 81 CurrShrs Swed Krona FXS 83 82 80 79 80 80 80 79 80 80 81 81 82 ishares Turkey TUR 88 88 88 88 88 88 88 88 88 88 86 84 83 Euro Currency Trust FXE 77 78 78 78 78 78 79 79 81 82 82 83 84 ishares Philippines EPHE 87 87 87 86 86 86 85 85 85 85 87 87 85 Vanguard Intl Bond BWX 79 79 79 81 81 83 84 84 84 84 85 86 86 CurrShrs Brit Pound FXB 81 81 81 84 84 84 83 83 83 83 83 85 87 CurrShrs Japanese Yen FXY 80 80 82 85 85 85 86 86 86 86 88 88 88 VanEck Egypt EGPT 90 90 90 90 90 90 90 90 90 90 90 90 89 Glb X Nigeria NGE 89 89 89 89 89 89 89 89 89 89 89 89 90 WWW.MUTUALFUNDINVESTORGUIDE.COM 11
ETF INTERNATIONAL PERFORMANCE RETURNS Name Symbol Price 1 Week 2 Week 3 Week 1 Month 3 Month 6 Month 9 Month YTD 1 Year CurrShrs Aust Dollar FXA 77.08 2.12 1.51 0.39-0.11 4.36 2.99 5.14 7.02 1.64 CurrShrs Brit Pound FXB 120.81 1.79 0.73-0.56-0.54-1.36-6.64-13.09 0.46-14.81 CurrShrs Can Dollar FXC 74.06 0.91 0.31-1.73-1.99-0.50-1.50-3.11 0.67-2.94 CurrShrs Japanese Yen FXY 85.52 1.86 1.08-0.55 1.21 3.85-9.55-7.68 3.64-1.61 CurrShrs Swed Krona FXS 109.29 1.67 1.75 2.23 0.93 4.71-4.67-5.78 2.77-8.70 CurrShrs SwissFranc FXF 95.39 1.17 1.06 0.87 0.60 1.91-3.20-4.27 1.77-4.18 db xtrackers China ASHR 24.96 0.89 0.28-1.50 0.12 3.63 2.16 7.99 6.44 4.06 Euro Currency Trust FXE 104.15 0.46 1.13 1.67 1.23 1.79-4.89-5.04 1.85-5.87 Glb X Argentina ARGT 27.48 4.05 2.96 3.82 1.33 20.44 21.67 27.57 19.17 43.80 Glb X Colombia GXG 9.20 2.22 2.34-1.18-2.44 1.83-1.29 5.63 0.88 7.70 Glb X Greece 20 GREK 7.87-0.38 0.25 2.08 3.96 4.21 14.80 10.99 1.03 7.28 Glb X Nigeria NGE 16.03 2.76 4.36 4.09 4.63-6.66-13.90-23.94-5.93-32.67 Glb X Norway 30 NORW 11.57 2.75 1.05 1.14-0.52 4.94 14.97 18.87 4.80 17.81 Gugg China RE TAO 23.18 2.93 5.80 4.93 6.53 15.89 3.89 25.21 18.57 24.03 Gugg China Sm Cap HAO 25.52 3.61 3.66 3.78 3.19 14.40 6.21 22.52 14.49 18.99 ishares ACWI ex-us ACWX 43.57 2.21 2.04 2.42 2.13 8.20 7.67 15.50 8.19 12.94 ishares ACWI Index ACWI 63.51 1.16 0.91 1.49 1.70 7.06 10.04 16.10 7.33 16.20 ishares All Peru EPU 33.63 2.84-0.77-3.72-6.95 3.14 1.95 14.11 2.53 31.54 ishares Asia ex Japan AAXJ 62.94 3.93 4.29 3.15 3.50 13.17 6.76 20.50 14.58 18.56 ishares Australia EWA 22.49 2.00 2.32 1.86 0.94 10.38 16.56 23.58 11.17 17.45 ishares Austria EWO 18.31 1.05 2.63 4.69 2.12 11.42 14.76 27.96 10.77 18.93 ishares Belguim EWK 18.98 2.82 4.46 6.45 5.74 11.38 3.83 9.60 8.40 11.12 ishares Brazil EWZ 37.23 0.30-3.50-2.95-7.02 19.69 14.53 40.67 11.67 43.60 ishares Canada EWC 26.71 0.68-0.48-1.87-4.02 1.49 7.52 11.53 2.14 13.53 ishares Chile ECH 42.31 4.34 3.83 4.24 2.22 10.28 16.12 20.44 13.07 17.93 ishares China Large Cap FXI 39.14 3.96 3.35 1.56 0.82 10.29 5.20 22.06 12.76 20.20 ishares Denmark EDEN 55.41 2.33 2.82 3.32 2.52 12.22-1.94 3.49 8.67 0.56 ishares DJ Euro 50 FEZ 35.99 1.49 2.62 5.81 5.20 10.02 11.36 16.54 7.77 10.97 ishares Emerging Markets EEM 39.49 3.89 3.40 2.62 2.07 13.31 8.65 21.32 12.80 18.92 ishares EMU Index EZU 37.25 1.64 2.79 5.61 4.63 9.92 9.89 16.13 7.66 11.22 ishares Finland EFNL 35.18 2.51 2.93 5.33 4.67 8.60 5.10 14.92 6.93 12.10 ishares France EWQ 26.11 1.20 1.91 5.03 3.32 7.92 10.05 15.21 5.84 10.34 ishares Germany EWG 28.41 1.28 1.50 3.38 3.35 9.22 8.89 17.91 7.29 14.12 ishares Global 100 IOO 82.13 0.98 1.05 2.27 2.57 6.94 11.45 17.77 7.05 17.57 ishares Hong Kong EWH 22.19 1.88 2.31 2.97 3.11 11.14 2.04 18.31 13.91 18.25 ishares India 50 INDY 31.92 3.60 4.52 4.55 6.33 17.05 5.63 14.54 16.75 23.11 ishares Ireland EIRL 40.48 1.00 1.94 3.82 3.48 11.05 5.77 8.53 7.86 4.02 ishares Israel Cap Invest EIS 52.07 2.66 3.05 3.64 3.46 12.96 7.82 13.83 12.22 12.57 ishares Japan EWJ 51.83 0.95 0.90 0.60 1.31 3.71 7.54 15.39 6.08 14.99 ishares Japan Sm Cap SCJ 66.81 1.52 1.83 1.41 2.74 8.96 10.61 15.87 8.51 19.25 ishares Maylasia EWM 30.58 2.10 2.76 3.35 2.82 8.95-1.13 1.54 8.94-4.57 ishares Mexico EWW 50.07 5.30 4.40 7.26 8.40 11.42 6.05 5.26 13.87-3.74 ishares MSCI EAFE EFA 62.23 1.93 2.13 3.05 2.83 7.99 7.96 14.77 7.79 11.40 ishares MSCI EAFE MinVol EFAV 65.88 2.00 2.33 2.47 3.57 8.67 0.94 4.47 7.61 3.08 ishares MSCI Emg MinVol EEMV 53.65 3.55 3.27 3.11 2.94 9.25 2.33 9.51 9.69 8.37 ishares MSCI Italy EWI 25.40 2.92 3.55 9.48 6.59 8.40 14.85 16.85 4.92 5.19 ishares MSCI U Kingdom EWU 32.66 3.16 1.97 2.13 2.06 6.88 5.18 11.12 6.42 6.38 WWW.MUTUALFUNDINVESTORGUIDE.COM 12
ETF INTERNATIONAL PERFORMANCE RETURNS Name Symbol Price 1 Week 2 Week 3 Week 1 Month 3 Month 6 Month 9 Month YTD 1 Year ishares Netherlands EWN 26.89 0.86 3.34 5.91 6.28 13.59 10.99 18.14 11.35 12.37 ishares New Zealand ENZL 41.87 1.06-0.55-1.30-4.12 3.61-5.91 1.88 5.39 11.34 ishares Pacific ex-japan EPP 44.46 1.83 2.32 2.09 1.62 10.59 11.43 20.88 12.36 16.50 ishares Philippines EPHE 34.63 2.58 2.67 2.52 2.33 8.16-8.10-10.01 6.82-4.28 ishares Poland EPOL 22.50 5.98 4.02 6.18 6.74 27.35 26.30 36.86 24.17 16.89 ishares S&P Europe 350 IEV 41.75 2.25 2.43 4.11 3.75 9.01 7.39 13.41 7.58 9.24 ishares S&P Latin Am 40 ILF 31.39 2.15-1.26-0.73-2.76 16.08 16.00 31.14 13.81 27.22 ishares S&P World Property WPS 35.55 2.24 1.17 0.23 1.02 6.07-1.27 2.18 5.77 2.49 ishares Singapore EWS 22.74 1.84 2.06 1.97 3.84 9.67 10.13 12.70 14.10 7.27 ishares South Africa EZA 59.25 6.11 5.11 4.33 3.13 16.85 8.77 22.42 13.16 20.11 ishares South Korea EWY 61.29 5.02 6.17 3.76 4.23 14.74 11.68 22.56 15.16 18.69 ishares Spain EWP 29.88 2.86 6.26 10.58 8.58 14.54 14.37 20.93 12.71 12.05 ishares Sweden EWD 31.56 2.57 2.73 3.58 2.60 10.49 9.15 17.45 9.85 11.54 ishares Switzerland EWL 32.11 1.87 2.03 3.68 4.02 10.68 5.21 11.36 9.00 10.72 ishares Taiwan EWT 33.29 3.97 4.00 2.15 0.76 11.18 12.54 25.28 13.35 22.14 ishares Thailand Invest THD 76.02 3.44 0.48 0.92 0.33 7.48 7.14 14.59 5.45 15.35 ishares Turkey TUR 36.63 4.03 2.86 1.89 3.04 16.21-3.33-3.65 12.81-12.34 MV Africa AFK 21.17 4.13 2.07 0.28-2.98 11.96 8.66 12.36 6.97 10.65 MV Brazil Small Cap BRF 20.01 2.20-0.20-0.05-1.23 34.69 24.88 59.19 25.93 69.51 MV Egypt EGPT 28.34 1.29 0.21-2.91 1.76 13.40-22.51-26.09 7.35-25.01 MV India Sm Cap SCIF 50.80 4.76 4.87 6.43 8.78 22.98 10.78 25.59 24.60 40.11 MV Indonesia IDX 22.63 4.05 3.66 3.10 2.12 7.14 0.51 12.84 6.59 6.59 MV Russia RSX 20.89 7.13 1.61 0.77-3.38 1.97 15.26 26.53-1.56 27.67 MV Russia Sm Cap RSXJ 39.82 7.97 0.00-1.51-3.98 5.16 32.16 55.57 4.54 89.94 MV Vietnam VNM 13.68 1.56 1.94-0.22-2.91 7.36-2.63-4.10 4.91-1.47 PShares USD Bullish UUP 25.89-0.99-1.07-0.92-0.80-1.82 5.12 5.67-2.15 5.33 PwrShrs Golden Dragon PGJ 34.07 3.02 3.97 4.16 4.64 14.96 5.41 26.36 19.17 15.90 SPDR Emg Mkts Sm Cap EWX 45.31 3.21 2.58 2.49 2.40 14.54 8.55 22.03 14.07 20.08 SPDR MidEast & Africa GAF 60.80 5.37 1.33 0.71 1.52 11.37 4.32 16.63 9.35 13.64 Vanguard Intl Bond BWX 26.45 1.73 1.22 0.11 1.26 2.28-7.34-6.83 1.81-4.20 Wtree Asia Local Debt ALD 44.04 1.10 0.07-0.16 0.35 3.72-1.52 0.16 3.66 0.10 WTree China Yuan CYB 24.16 0.46 0.46-0.17 0.29 2.72-0.90-2.54 3.87-3.28 WTree Dreyfus Brazil Real BZF 18.46 1.54 0.71 0.44-0.97 11.20 12.01 21.05 8.33 29.45 WTree Emg Currency CEW 18.29 1.78 1.05 0.83 0.77 4.22 1.50 4.45 4.57 4.10 WTree Emg Markts HiYld DEM 41.29 4.43 2.97 2.30 0.90 11.46 13.21 25.77 10.58 22.78 WTree Emg Mkt Sm Cap Div DGS 45.07 3.75 3.23 3.04 2.88 16.45 10.80 24.74 15.24 23.02 WTree Euro Sm Cap Div DFE 59.11 2.34 2.66 4.55 1.88 10.89 8.42 13.87 8.22 9.40 WTree Europe Hedged HEDJ 62.02 1.42 1.97 4.17 4.46 10.01 17.39 26.10 8.05 22.49 WTree India EPI 23.73 3.62 4.08 4.81 7.91 18.15 9.08 20.12 17.48 26.72 Wtree Intl Hedged IHDG 28.49 0.92 1.60 2.78 3.94 10.09 9.38 15.50 8.12 12.93 WTree Japan Hedged DXJ 51.56-1.11-0.12 1.30 0.10 1.67 24.16 32.68 4.08 20.85 WTree Japan Sm Cap Div DFJ 67.61 1.12 1.55 1.12 2.32 8.66 15.72 23.79 9.19 25.18 WTree USD Bullish USDU 27.25-1.20-1.09-0.66-1.02-2.40 3.69 3.85-2.57 3.73 WWW.MUTUALFUNDINVESTORGUIDE.COM 13
ETF INTERNATIONAL RETURNS PERIOD PORTFOLIO MSCI EAFE S&P 500 Nasdaq Dow YTD 8.26 6.83 6.23 9.62 5.84 1 Week 2.44 1.99 0.24 0.67 0.07 4 Week 0.37 2.51 1.15 1.07 1.42 13 Week 9.16 7.81 5.32 8.53 5.41 26 Week 6.96 8.06 11.18 12.52 15.41 1 Year 13.07 8.34 16.04 23.05 18.83 Inception* 36.58 27.36 89.11 126.51 71.20 *Inception on 12/31/2011 INTERNATIONAL PORTFOLIO HOLDINGS RANK FUND SYMBOL SHARES PRICE VALUE Date Purchased PERCENT 1 VanEck Brazil Small Cap BRF 704.32 20.01 $14,093.51 01/09/17 10.32% 3 ishares Poland EPOL 612.83 22.50 $13,788.62 02/06/17 10.10% 4 Glb X Argentina ARGT 683.68 27.48 $18,787.49 01/23/17 13.76% 5 ishares Brazil EWZ 428.91 37.23 $15,968.31 04/18/16 11.69% 6 WTree Japan Hedged DXJ 210.48 51.56 $10,852.15 11/28/16 7.95% 8 WTree Europe Hedged HEDJ 198.97 62.02 $12,340.25 03/06/17 9.04% 9 ishares Austria EWO 697.44 18.31 $12,770.19 11/21/16 9.35% 11 VanEck Russia RSX 591.14 20.89 $12,349.00 11/21/16 9.04% 12 WTree Japan Sm Cap Div DFJ 195.50 67.61 $13,217.54 11/07/16 9.68% 13 ishares Australia EWA 551.89 22.49 $12,412.08 03/06/17 9.09% $136,579.15 100.00% THIS WEEK S INTERNATIONAL TRADE RECOMMENDATIONS At the close of trading on March 20, 2017 we will make the following trades. Proceeds from multiple fund sales should be split evenly between new purchases. We hold the top 10 highest ranked ETFs, but do not hold more than 2 ETFs from the same geographic region. There is no minimum holding period for ETFs. Sell Australia (EWA) Buy India Small Cap (SCIF) Last Week s Sell Transactions Date Fund Symbol Shares Buy Value Sell Proceeds Profit No trades last week WWW.MUTUALFUNDINVESTORGUIDE.COM 14
ETF BLENDED PORTFOLIO PERIOD PORTFOLIO S&P 500 Nasdaq RUSSELL 2000 MSCI EAFE YTD 4.99 6.23 9.62 2.53 6.83 1 Week 2.58 0.24 0.67 1.92 1.99 4 Week -1.31 1.15 1.07-0.60 2.51 13 Week 3.57 5.32 8.53 2.00 7.81 26 Week 6.08 11.18 12.52 13.61 8.06 1 Year 11.59 16.04 23.05 26.31 8.34 Inception* -6.94 28.67 41.29 26.18 19.58 *Inception on 12/31/2013 BLENDED PORTFOLIO HOLDINGS RANK FUND SYMBOL SHARES PRICE VALUE Date Purchased PERCENT 2 Global X Uranium URA 424.57 16.43 $6,975.62 01/30/17 7.50% 3 Market Vectors Steel SLX 330.79 42.57 $14,081.94 05/02/16 15.13% 4 VanEck Brazil Small Cap BRF 382.28 20.01 $7,649.41 10/10/16 8.22% 6 SPDR Regional Bank KRE 137.44 56.54 $7,770.76 05/23/16 8.35% 8 SPDR Bank KBE 161.27 44.59 $7,190.91 09/19/16 7.73% 10 ishares Semiconductor SOXX 74.89 136.34 $10,211.12 08/15/16 10.97% 13 ishares Poland EPOL 457.64 22.50 $10,296.92 03/13/17 11.06% 16 Market Vectors Coal KOL 923.88 13.68 $12,638.66 07/05/16 13.58% 21 WTree Japan Hedged DXJ 166.08 51.56 $8,563.04 12/27/16 9.20% 134 WTree USD Bullish USDU 281.89 27.25 $7,681.56 05/16/16 8.25% $93,059.93 100.00% THIS WEEK S INTERNATIONAL TRADE RECOMMENDATIONS At the close of trading on March 20, 2017 we will make the following trades. Proceeds from multiple fund sales should be split evenly between new purchases. We hold the top 10 highest ranked ETFs, but do not hold more than 2 ETFs from the same country or sector. There is no minimum holding period for ETFs. Sell No Trades Buy No Trades Last Week s Sell Transactions Date Fund Symbol Shares Buy Value Sell Proceeds Profit 3/13/2017 VanEck Rare Earth REMX 544.43 $19.67 $10,708.86 18.14 $9,875.89 -$832.97 WWW.MUTUALFUNDINVESTORGUIDE.COM 15
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WHAT IS THE GLOBAL MOMENTUM GUIDE? The Mutual Fund Investor Guide: Global Momentum Guide delivers a strategy which entails investing in momentum leading exchange-traded funds (ETFs) and mutual funds, with the goal of generating long-term market beating gains. Momentum investing involves finding the stocks or sectors that are outperforming the market and buying them, while avoiding or even shorting stocks or sectors that are under performing. How the Global Momentum Guide Works Each week, the Global Momentum Guide will report updated momentum rankings along with trade advice. Subscribers receive buy, sell and hold advice on several portfolios made up of Fidelity Select mutual funds, sector ETFs and international ETFs. Investors hold the top 10 funds based on our proprietary ranking system, adjusted for correlation. When a fund falls from the top 10, we will issue a sell signal on it, and simultaneously issue a buy order on a rising fund that replaces it. Funds that remain in the top 10 are held. The system used by the Global Momentum Guide is designed to generate long-term out performance. It is also designed to remove human emotion from trading. Sometimes sell orders are issued for sectors that are extremely popular with investors and other times it will issue a hold signal on a sector experiencing a large correction that has many investors panicking. This can result in volatile returns, but our experience with the system has shown that some of the largest gains are made in sectors that experience big corrections during the course of a bull market. One of the biggest benefits of using the Global Momentum Guide is that it takes emotion and guesswork out of investing. Why the Global Momentum Guide Works Different sectors lead the stock market at each stage of a market cycle. For instance, consumer discretionary stocks typically lead in the early stage of a bull market, technology stocks lead in the middle, and consumer staples lead at the end. These stages of the market can last for months or even years. Countries, commodities and currencies all experience the same cyclical movements as investor move in and out of investments in waves. There are many explanations for cyclical behavior in the markets, but we don t worry about the whys because the Global Momentum Guide uses a mechanical system of technical indicators to select investments. These signals tells us which funds are leading and which are lagging, and we position the portfolio in the leading funds. If technology stocks lead in the early part of a bull market, our system will pick that up and issue a buy signal. Momentum investing works because investors have been reliably predictable throughout history there hasn t been a market yet where investors didn t exhibit some cyclical behavior. The Global Momentum Guide is designed to capture the gains from these big winners during each bull market phase of the stock market. What Do I Get When I Subscribe? Every week you will receive an updated ranking of all the funds covered in our newsletter, plus buy, hold and sell advice on each of the portfolios. How Do I Begin Following the Model? To begin following a model, purchase equal dollar amounts of each holding in the model. We will hold the funds for at least a week in the case of ETFs, and for 30 days with Fidelity Select funds due to a short term trading fee on Fidelity Select funds held less than 30 days. ETF INVESTOR GUIDE Each month we provide buy, hold and sell recommendations for hundreds of ETFs from companies including Fidelity, ishares, SPDR and Power- Shares. Additionally, you will also have access to our model portfolios, specifically created for conservative, moderate and aggressive investors. To learn more, call (888) 252-5372. INVESTOR GUIDE TO VANGUARD FUNDS For years, we have covered a limited number of Vanguard mutual funds. In 2014, we launched a newsletter dedicated specifically to Vanguard funds and no-transaction-fee funds accessible to Vanguard investors. We provide numerous model portfolios, plus buy, hold and sell recommendations on over 400 mutual funds. I am confident you will find this advice invaluable as you make your investment decisions. To learn more, call (888) 252-5372. DISCLOSURE: Mutual Fund Investor Guide, LLC (MFIG) is an independent company unaffiliated with any of the fund companies discussed in this newsletter, including Fidelity Investments. These results include the reinvestment of all dividends and capital gains. Model trading does not involve financial risk; model trading cannot completely duplicate the financial risk associated with actual trading. MFIG is not an investment advisor and does not provide specific investment advice. This newsletter has been prepared solely for informational purposes. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. All investments involve risk including total loss of principal. WWW.MUTUALFUNDINVESTORGUIDE.COM 17