SET Portfolio Updates
SET Portfolio Update August 2015
These are the dog days of summer… more often than not, this is a quiet time of year for the financial markets. And this year is no exception. Now that we’ve passed the peak of earnings season, there’s sure to be even more major players packing it in for a few weeks of vacation. And […]
SET Portfolio Update July 2015
I took my family white water rafting down the Colorado River near Glenwood Springs, Colorado over the Fourth of July weekend. It was the first time my wife and I had taken our three boys rafting. Thankfully, we had a great guide that told us about all of the interesting stuff along the way. But […]
SET Portfolio Update June 2015
It’s been more of the same thing we’ve seen over the past several months. There’s a lack of conviction from buyers and sellers alike. The latest AAII Investor Sentiment Survey is a perfect example. According to AAII, 27% of investors are bullish on stocks over the next six months, 25% are bearish on stocks over […]
SET Portfolio Update May 2015
Investors are greeting the arrival of the month of May as they so often do… They’re selling stocks. The old Wall Street adage goes, sell in May and go away. But here’s the thing… I don’t think investors will go away. In order for the ‘sell in May and go away’ strategy to work, it […]
SET Portfolio Update April 2015
The first quarter of 2015 is in the books. As I’ve pointed out before, the economic fallout from the drop in oil prices isn’t completely understood at this point. Sure, it’s good for consumers when oil prices go down. But the ramp up of US oil production has been one of the primary drivers of […]
SET Portfolio Update March 2015
Any way you look at it, February was a great month for stocks… and a great month for our ETFs. The ‘risk on’ trade and bullish sentiment swept into the market. It pushed the S&P 500 to a new high of 2,119. The large cap index is now up more than 3% for the year. […]
SET Portfolio Update February 2015
It’s been an interesting start to the year for US stocks. The S&P 500 finished the month without making a new high. And each of the rallies this year led to lower highs going back to the December 29th high. This has clearly been a period of consolidation for large cap US stocks. However, it’s […]
SET Portfolio Update January 2015
It’s time to kick off another year of strong performance for the Sector ETF Trader. I can hardly believe we’ve been doing this for six years now! The S&P 500 rallied to a new high of 2,093 on December 29th before the Santa Claus rally unexpectedly petered out during the last few days of 2014. […]
SET Portfolio Update December 2014
December 2, 2014 It’s hard to believe that we’re in the home stretch of 2014. The S&P 500 is up 12.9% year-to-date. The market has held true to my prediction that stocks would enjoy a strong year after the 30% gains in 2013. One thing’s for sure, this year has been very different than 2013. […]
SET Portfolio Update November 2014
November 4, 2014 The stock market rebound that began in mid-October continued to pick up steam right through the end of the month. Amazingly, the S&P 500 has already recovered the 10% pullback. And it’s even made a new 52-week high this week. The way I see it, 3rd quarter earnings are the main reason […]
