SET Portfolio Updates
SET Portfolio Update June 2011
June 7, 2011 Dear Sector ETF Trader Reader, The Wall Street adage – sell in May and go away – looks like great advice. The Dow, S&P 500, are NASDAQ hit their bull market high on May 2nd. And since then, they’re trending steadily down. The major indices are down in the neighborhood of 6%. […]
SET Portfolio Update May 2011
May 3, 2011 Dear Sector ETF Trader Reader, It’s a good day to be an American. Osama Bin Laden is dead. It has certainly brought a bit of closure to events of September 11, 2001 for the entire country. I only hope it will do the same for those who lost friends or family that […]
SET Portfolio Update April 2011
April 5, 2011 Dear Sector ETF Trader Reader, The bulls are off and running… And that’s great news for ETFs! You can feel the bullish momentum building as we head into first quarter earnings season. It’s simply amazing to see such a resilient stock market. In the last few months, we’ve dealt with headwinds that […]
SET Portfolio Update March 2011
March 1, 2011 Dear Sector ETF Trader Reader, For better or worse, it has been an exciting few weeks. (And March Madness hasn’t even started!) The political unrest in Libya hit the boiling point. Gadafi refuses to step down. And peaceful protests turned violent. As a result of the conflict, Libya’s oil and gas production […]
SET Portfolio Update February 2011
February 1, 2011 Dear Sector ETF Trader Reader, The Dow’s 2.7% advance in January was the best since 1997! Clearly, US stocks are off to a great start this year… What’s fueling the surging stock market? In my mind, it’s really very simple. It all starts with the Fed’s quantitative easing program. Simply stated… You […]
SET Portfolio Update January 2011
January 4, 2011 Dear Sector ETF Trader Reader, Happy New Year! 2010 finished on a strong note and 2011 is off to a fast start… What more could we ask for? How about stronger than expected economic growth in 2011? Well, the good news is, that’s exactly what the leading economic indicators are pointing to! […]
SET Portfolio Update December 2010
December 7, 2010 Dear Sector ETF Trader Reader, Happy Holidays! I truly enjoy writing Sector ETF Trader for you every month. I can’t thank you enough for giving me the opportunity to do what I love… I want to wish you a safe and joyous holiday season. I’m looking forward to sharing another outstanding year […]
SET Portfolio Update November 2010
November 2, 2010 Dear Sector ETF Trader Reader, Get ready for some fireworks… The markets have had a great run since the end of August. Stocks in the S&P 500 are up about 15% during that time. Simply stated, it’s been great for our ETFs! We’ve locked in profits of 15%, 10%, 15%, and 18% […]
SET Portfolio Update October 2010
October 5, 2010 Dear Sector ETF Trader Reader, You’ve probably noticed the markets had a great month of September. It’s lit a fire under our ETFs. Now we’re sitting on gains in all of our positions. And what’s even better… half of our ETFs are up more than 8%. I’m excited because we’ve got plenty […]
SET Portfolio Update September 2010
September 7, 2010 Welcome back to the roller coaster ride we call the stock market. I hope you had a great Labor Day weekend. It was great to see the markets go into the long weekend on such a strong note. But we’re already seeing some selling pressure today. Clearly the volatile range bound trading […]
