ETF Insider: S&P 500 Inches To 5-Year Highs

ETF Database

The tug of war continued on Wall Street this past week as choppy trading proved to be a dominant theme amid a fairly quiet landscape on the news and data front. The bulls ultimately prevailed, as buying pressures on Friday bolstered the coveted S&P 500 Index past recent resistance, hitting the 1,570 level and settling at a five-year high on the week [see Free 7 Simple & Cheap All- ETF Model Portfolios].

Actionable ETF Trade Ideas

Our picks from Monday’s Insider posted mixed performance results while major equity indexes largely moved sideways for most of the week. Below, we highlight how our trade ideas fared during the week [sign up for a free trial of ETFdb Pro to get actionable ETF ideas every Monday, as well as access to more than 50 all-ETF model portfolios].

Last Week’s Actionable ETF Ideas
Ticker Position Week Performance


Down Arrow


Up Arrow


Up Arrow

Trade #1 Long GREK: Down 5.8%

This rather risky recommendation turned against us this week after shares of GREK quickly sank below our outlined stop-loss. This ETF appeared to be building out support above $16 a share and was gearing up for a rebound on Monday; our bullish suspicions quickly proved false, however, after GREK opened below $16 a share on Tuesday, prompting us to exit the trade and incur a loss.

Trade #2 Long EPI: Up 0.3%

View photo


This recommendation drifted sideways for almost the entire week. EPI failed to rebound with vigor like we had hoped; instead, this ETF crept sideways below the $18 level until staging a very small rally on Friday, which ended up boosting this recommendation into profitable territory.

Trade #3 Long TLT: Up 0.8%

This defensive recommendation was well-timed, as inactivity on the equity front prompted many to jump ship to bonds in anticipation of a potential pullback. TLT climbed higher from the beginning of the week through Wednesday when shares managed to hurdle over the $118 level. This ETF gave into profit-taking pressures before the end of the trading week; however, this recommendation still managed to turn in a minor profit.

ETFdb Portfolios

Retirement ETFdb Portfolios

The retirement strategies held up quite well this past week and all of the portfolios managed to end up in green territory. Year-to-date, the stock-heavy 30 Years Til Retirement ETFdb Portfolio remains at the top of the performance list while the Ready to Retire ETFdb Portfolio is still the clear laggard.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
5 Years Til Retirement Portfolio 0.31% 1.09% 4.78% 4.78% 7.49% 27.76% n/a
10 Years Til Retirement Portfolio 0.35% 0.95% 4.76% 4.76% 8.82% 30.59% 27.09%
20 Years Til Retirement Portfolio 0.42% 1.10% 5.58% 5.58% 10.93% 34.33% 28.25%
30 Years Til Retirement Portfolio 0.39% 1.24% 6.12% 6.12% 11.29% 36.06% 29.55%
Aggressive Portfolio 0.17% 0.65% 3.08% 3.08% 8.27% n/a n/a
Cheapskate Portfolio 0.29% 1.09% 3.37% 5.08% 12.23% n/a n/a
Low Volatility Portfolio 0.61% 1.16% 4.12% 4.12% 9.66% n/a n/a
Moderate Portfolio 0.18% 0.51% 3.25% 3.25% 7.87% 28.38% n/a
Ready To Retire ETFdb Portfolio 0.34% 0.54% 2.73% 2.73% 6.32% 26.77% 28.94%
As Of 04-01-2013
Regional ETFdb Portfolios

Our regional strategies barely moved in either direction, ending up with similar performances to prior weeks. Year-to-date, the Global Titans ETFdb Portfolio remains at the top of the performance list while the Africa-Centric ETFdb Portfolio sits at the bottom of the barrel.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Africa-Centric Portfolio 0.13% -1.30% -5.30% -5.52% -0.03% 0.69% n/a
Asia-Centric ETFdb Portfolio -0.09% -0.16% 0.66% 0.66% 7.76% n/a n/a
BRIC-or-Bust ETFdb Portfolio 0.28% -1.61% -2.91% -2.73% -5.45% n/a n/a
Easy-As-ABC ETFdb Portfolio -0.56% 0.16% -0.10% -0.96% -4.37% n/a n/a
Emerging & Frontier Markets ETFdb Portfolio 0.38% -1.06% -2.69% -2.69% 3.43% n/a n/a
Euro Free Europe Portfolio 0.38% -0.64% 2.71% 2.71% 7.98% n/a n/a
Ex-Europe ETFdb Portfolio 0.34% 0.63% 3.32% 3.32% 7.33% 25.32% n/a
Ex-U.S. Portfolio -0.18% -0.89% -0.89% -0.89% 8.00% 14.94% n/a
Global Titans ETFdb Portfolio 0.02% 0.54% 3.70% 3.74% 10.26% n/a n/a
LatAm Centric ETFdb Portfolio -0.21% -1.05% -1.79% -1.79% -1.26% n/a n/a
As Of 04-01-2013
Themed ETFdb Portfolios

The overwhelming majority of our themed strategies turned in a gain this week as bullish pressures remained dominant on Wall Street. Year-to-date, the Baby Boomers ETFdb Portfolio is leading the way with double-digit gains while the GLD-Free Gold Bug ETFdb Portfolio is still the clear laggard.

ETFdb Portfolio 1 Week 4 Week 13 Week YTD 1 Year 3 Year 5 Year
Actively-Managed ETF Portfolio 0.66% 0.96% 3.95% 3.95% n/a n/a n/a
2012 ETFdb Portfolio -0.01% 0.80% 3.40% 3.40% 9.18% n/a n/a
AlphaDEX ETFdb Portfolio -0.02% 0.26% 3.20% 3.07% 7.88% n/a n/a
Alpha Seeker Portfolio 2.0 0.17% 1.28% 6.82% 6.56% 8.64% 28.68% n/a
Baby Boomers ETFdb Portfolio 1.26% 3.22% 11.46% 11.46% 18.27% n/a n/a
Ben Graham 50/50 Portfolio 0.11% 0.59% 2.99% 3.12% 9.88% n/a n/a
Better-Than-AGG Total Bond Market ETFdb Portfolio 0.13% -0.32% -0.87% -0.87% 3.96% n/a n/a
Black Swan Hyperinflation Portfolio -0.06% 1.13% -1.83% -1.83% -3.85% 15.32% n/a
Commodity Guru ETFdb Portfolio -0.02% -0.04% -0.18% -0.18% 2.58% n/a n/a
Cheapskate Hedge Fund ETFdb Portfolio 1.03% 0.85% 1.13% 1.13% -0.98% n/a n/a
Energy Bull ETFdb Portfolio 0.32% 1.94% 5.57% 5.57% 2.59% n/a n/a
Equal Weight ETFdb Portfolio 0.28% 1.10% 4.77% 4.52% 8.12% n/a n/a
Financials Free ETFdb Portfolio 0.02% 0.90% 3.08% 3.08% 8.71% 31.30% 25.68%
Futures Free Commodity ETFdb Portfolio -0.91% -1.42% -2.96% -2.96% -5.62% n/a n/a
GLD-Free Gold Bug ETFdb Portfolio -0.60% 3.69% -9.76% -9.85% -14.39% n/a n/a
Greedy When Others Are Fearful ETFdb Portfolio 0.57% 1.26% 2.77% 4.68% n/a n/a n/a
High-Tax Bracket ETF Portfolio 0.39% 0.48% 4.27% 4.27% 7.03% 24.99% n/a
High Tech ETFdb Portfolio -0.33% 0.76% 6.85% 6.72% 3.13% n/a n/a
High Yield ETFdb Portfolio 0.27% 1.09% 4.85% 4.85% 13.37% 39.17% 35.31%
King Dollar ETFdb Portfolio 0.79% 0.83% 3.10% 3.10% 7.82% n/a n/a
Kitchen Sink ETFdb Portfolio -0.12% 0.16% 2.34% 2.30% 7.13% n/a n/a
Monthly Dividend ETFdb Portfolio 0.04% 1.28% 5.54% 5.54% 10.82% n/a n/a
Pure Growth ETFdb Portfolio 0.08% 0.25% 2.88% 2.88% 8.37% n/a n/a
Pure Value ETFdb Portfolio 0.32% 1.57% 5.22% 5.16% n/a n/a n/a
RAFI ETFdb Portfolio -0.31% 0.47% 4.54% 4.54% 8.73% 22.62% 24.25%
Simple (But Effective) Safe Haven ETFdb Portfolio 0.42% 1.14% 3.66% 3.66% 7.76% 35.56% 33.55%
Small Cap ETFdb Portfolio -0.18% 0.77% 4.67% 4.54% 10.85% n/a n/a
The Sky Is Falling Portfolio 0.07% -0.28% -1.73% -1.73% -2.88% 13.21% n/a
Socially Responsible ETFdb Portfolio -0.04% 0.70% 4.56% 4.72% 7.60% n/a n/a
Risk On ETFdb Portfolio -1.56% 1.18% 3.53% 5.55% n/a n/a n/a
Consumer Centric ETFdb Portfolio -0.81% 0.62% 5.34% 5.32% 10.00% n/a n/a
Agri-Bull ETFdb Portfolio -1.07% -1.28% -0.93% -0.93% 1.13% n/a n/a
8% Yield ETFdb Portfolio -0.14% 0.85% 3.60% 3.60% n/a n/a n/a
Mining Boom ETFdb Portfolio -0.08% -0.55% -9.45% -9.45% -10.44% n/a n/a
2013 ETFdb Portfolio -0.11% 0.92% 6.70% 6.70% 17.32% n/a n/a
As Of 04-01-2013

Disclosure: No positions at time of writing.

Click here to read the original article on

Related Posts:


View Comments (0)

Recommended for You

  • Tycoon buys 30 Rolls-Royces for Macau hotel

    A Hong Kong tycoon has placed the biggest ever order for Rolls-Royce cars, agreeing to buy 30 Phantoms to chauffeur guests at a luxury resort he's building in the global gambling capital of Macau. Stephen Hung's $20 million purchase surpasses the 14 Phantoms bought by Hong Kong's Peninsula Hotel in…

    Associated Press
  • Chase Sapphire Preferred® Credit Card

    Earn 40,000 bonus points, 2X points on travel and dining, and 1 point per dollar spent on other purchases. Learn More.
  • Tycoon's arrest sends shock wave through Russia

    Tycoon's arrest sends shock wave through Russia MOSCOW (AP) — The arrest of a Russian telecoms and oil tycoon has sent shock waves through the country's business community, with some fearing a return to the dark days of a decade ago, when the Kremlin asserted its power by imprisoning the country's…

    Associated Press
  • Before You Buy Alibaba, Check Out 4 Top China Stocks

    Before You Buy Alibaba, Check Out 4 Top China Stocks While investors gear up for Alibaba Group 's (BABA) hotly anticipated initial public offering, don't forget about other Chinese stocks that are worth keeping an eye on. Today's Young Guns Screen of

    Investor's Business Daily
  • As Fed takes baby steps, Cramer's trick for profit

    In turn, Cramer says making money in the market, involves looking at the environment through the lens of the Fed. "The trick is to remember that they speak for the common person," Cramer said. "The Fed wants the common person to make money." With that backdrop always in mind, Cramer says it becomes…

  • Play

    Citi, Bank of America Offer Discounted Mortgages

    Citigroup and Bank of America will offer mortgages at discounted interest rates to help borrowers with low incomes or subprime credit. AnnaMaria Andriotis joins MoneyBeat. Photo: Getty.

    WSJ Live
  • "The Retiree Next Door": How successful retirees stretch their savings

    "The Retiree Next Door": How successful retirees stretch their savingsBy the time she hit her late 40s, Toni Eugenia wasn’t sure she would ever be able to retire. Eugenia, 56, a pharmacy technician who lived in Houston, was nearly $200,000 in debt and

    Yahoo Finance
  • Costco Stores in Canada to Stop Taking American Express

    “The credit card relationship between American Express and Costco Wholesale Canada will not be renewed when it expires” on Dec. 31, the company said today in an e-mail to Canadian customers. The message was attributed to Lorelle Gilpin, vice president of marketing and membership for Costco…

  • Accomplish your career goals

    At Capella University, you can learn the skills you need to succeed. Why wait another day? Get started today.

    AdChoicesCapella UniversitySponsored
  • Beanie Babies creator's sentence debated in court

    Beanie Babies creator's sentence debated in court CHICAGO (AP) — Federal prosecutors seeking to put the billionaire creator of Beanie Babies in prison for hiding millions in Swiss bank accounts told appellate court judges Wednesday that the toymaker's sentence of probation threatens to erode the…

    Associated Press
  • Apple to unveil new iPads, operating system on Oct. 21 : report

    The company plans to unveil the sixth generation of its iPad and the third edition of the iPad mini, as well as its operating system OS X Yosemite, which has undergone a complete visual overhaul, the Internet news website said. Trudy Muller, a spokeswoman for Apple, declined to comment. The iPad is…

  • Gilead Stock Is Falling On These Drug Setbacks

    Gilead Stock Is Falling On These Drug Setbacks Gilead Sciences (GILD) shares are backsliding Wednesday on news that the patient drop-out rate for hepatitis C drug Sovaldi is quadruple that of clinical trials. In addition, the biotech's Phase 2 study results

    Investor's Business Daily
  • Don't care about Alibaba? Here's why it may matter

    When the Alibaba Group Holding prices its initial public offering Thursday, small businesses in particular will be watching. Founder Jack Ma -the former English-teacher-turned-dot-com billionaire-has touted his e-commerce platform as a way for smaller merchants to expand their international…

  • Here's What Mark Cuban Wishes He Knew About Money In His 20s

    Cuban is the owner of the Dallas Mavericks basketball team. Billionaire investor and entrepreneur Mark Cuban is generous with his advice. When we asked him what he wishes he'd known about money in his 20s, he said:

    Business Insider
  • Play

    Tues., Sept. 16: Watch Humana Stock

    Humana, Global X Social Media Index ETF and Majesco Entertainment are among stocks to watch. WSJ's Chris Dieterich discusses the details with Michael Casey. Photo: Humana

    WSJ Live
  • 1 Tip To Lose Belly Fat

    It's Hollywood's Hottest Diet And Gets Rid Of Stubborn Fat Areas Like Nothing Else.

  • CNBC Anchor Calls Out Fed-Hater Bill Fleckenstein In Startling Shouting Match

    CNBC Bill Fleckenstein of Fleckenstein Capital appeared on CNBC's Futures Now program on Tuesday. Futures Now host Jackie DeAngelis came out swinging, asking Fleckenstein right at the top if he was willing to admit that he had misunderstood monetary policy. Sounding taken aback, Fleckenstein…

    Business Insider
  • Margaritaville casino owners seek bankruptcy

    The owner of Biloxi's Margaritaville casino has filed for Chapter 11 bankruptcy protection Tuesday, only hours before a hearing where the landlord aimed to seize the property. The filing by MVB Holding LLC in U.S. Don Dornan, a lawyer for landlord Clay Point LLC, said the company had planned to ask…

    Associated Press
  • Embraer to sell 50 E-175 jets to Republic in $2.1 billion deal

    Brazil's Embraer SA, the world's third largest commercial planemaker, said on Wednesday it booked a firm order from U.S. The deal, which will be included in Embraer's order book for the third quarter, is valued at $2.1 billion, the planemaker said in a securities filing. The planes will be operated…

  • Don't buy Alibaba stock: 'Dean of Valuation'

    Investors should steer clear of Alibaba , valuation expert Aswath Damodaran said Wednesday. On CNBC's " Fast Money ," Damodaran, a professor of finance at New York University's Stern School of Business, noted that he was looking at Alibaba stock from the perspective of a long-term investor, not a…

  • SHOE COMPANY: Our CEO Just Disappeared And Most Of The Money Is Gone

    "and like that: he's gone." This is an actual headline from a company press release: "CEO and COO disappeared, most of the company's cash missing." (Via FastFT) In a statement, German-based shoe company Ultrasonic said its CFO,  Chi Kwong Clifford Chan, has been unable to reach the company's CEO,…

    Business Insider
  • Top Analyst Upgrades and Downgrades: AEP, BHP, GE, Incyte, 3M, Tyco, Under Armour and More

    Top Analyst Upgrades and Downgrades: AEP, BHP, GE, Incyte, 3M, Tyco, Under Armour and More Stocks were firm on Wednesday morning ahead of the FOMC meeting outcome. Tuesday’s rally may have sparked higher interest again, and investors are looking for bargains

    24/7 Wall St.
  • Master's Degree in Nursing

    CCNE accredited MS in nursing in as few as 18 months online. Learn more today!

    AdChoicesNorwich UniversitySponsored
  • Billionaire Investor Says Chinese People Work Harder And Western Companies Could Face Deep Trouble After Alibaba IPO

    Michael Moritz, the chairman of VC firm Sequoia Capital, is a huge fan of Chinese internet companies and reiterated his enthusiasm for the Chinese market in an interview with The Wall Street Journal Wednesday. The billionaire investor described the Alibaba IPO as a “major landmark event” that is as…

    Business Insider