SET Portfolio Updates
SET Portfolio Update February 2013
February 5, 2013 Dear Sector ETF Trader Reader, Stocks have shot out of the gate to start the year. The S&P 500 is up more than 3% to around 1,500 and Dow has gained more than 4% to around 14,000 in about a month. There’s no doubt about it, those are impressive gains for the […]
SET Portfolio Update January 2013
January 2, 2013 Dear Sector ETF Trader Reader, Happy New Year! And it is a happy one after Congress approved a fiscal cliff compromise late Tuesday night. Investors everywhere are breathing a sigh of relief today. The plan extends the Bush era tax cuts for individuals making less than $400,000 per year and couples earning […]
SET Portfolio Update December 2012
December 4, 2012 Dear Sector ETF Trader Reader, As the 18th-century poet Alexander Pope once wrote… “hope springs eternal”. The stock market’s performance over the past two weeks is perfect example of just how much hope can fuel investor actions. In fact, stocks have been riding a wave of hope. Hope that politicians can reach […]
SET Portfolio Update November 2012
November 6, 2012 Dear Sector ETF Trader Reader, It’s Election Day! And it couldn’t come a moment too soon. I’m sure you’re as sick and tired of the negative campaign ads as I am! But that’s not the only reason I’m ready for the election… The S&P 500 has been mired in a pre-election slump. […]
SET Portfolio Update October 2012
October 2, 2012 Dear Sector ETF Trader Reader, As we roll into October, Major League Baseball pennant races are heating up, the NFL finally has real officials, POTUS debates are starting, and the stock market is consolidating after a summer rally. One thing’s for sure, October is shaping up to be an exciting month. First […]
SET Portfolio Update September 2012
September 4, 2012 Dear Sector ETF Trader Reader, I hope you enjoyed your Labor Day weekend. The holiday marks the end of summer and the beginning of a new school year. And thankfully, the start of football season! It’s also time for the big players to get back to work on Wall Street. It will […]
SET Portfolio Update August 2012
August 7, 2012 Dear Sector ETF Trader Reader, Welcome to the dogs days of summer. It’s the time of year when many of Wall Street’s big players are away on vacation. As expected, trading volumes have dried up quicker than corn in the drought plagued fields of the Midwest over the last few weeks. Here’s […]
SET Portfolio Update July 2012
July 5, 2012 Dear Sector ETF Trader Reader, Happy Fourth of July! It’s a slow holiday shortened week on Wall Street. But there’s still plenty for us to dig into so let’s get started! As I pointed out last month, the S&P 500 was due for a snapback rally after a horrible May and a […]
SET Portfolio Update June 2012
June 5, 2012 Dear Sector ETF Trader Reader, Let’s face it, May and the first part of June have been hard on stocks. Since May 1st, the S&P 500 has dropped from 1,415 to 1,278. The 10% drop has erased all of the gains we made in the first three months of the year. Obviously, […]
SET Portfolio Update May 2012
May 1, 2012 Dear Sector ETF Trader Reader, We’re now five months into 2012, and the stock markets keep moving higher. In fact, the Dow Jones Industrial Average posted its seventh consecutive month of gains! After such a great run, is it time to sell in May and go away? Not a chance. There are […]
