Category Archives: IXJ

ETF Sector Portfolios for November

November’s US and Global Sector ETF portfolios have been updated at Scott’s Investments. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below the 200 day moving average.


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US Sector


Last month only 1 ETF in the list of 9 was above its 200 day moving average at month end – XLU. Therefore, the strategy sold XLV and XLP and kept the proceeds in cash.



With October’s equity rally, 5 of the ETFs finished the month above their 200 day SMA. The top 3 performers based on their momentum were XLP, XLU, and XLY. Therefore, the strategy used its cash balance to purchase XLP and XLY and continues to hold XLU. 
This strategy is tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the US Sector portfolio is nearly flat, down .11%, including dividends. 
Since the strategy updates monthly, it may not always catch the beginning of a move but it is a long-term approach for capturing large trends.  

Global Sector


At the close of September none of the ETFs in the Global Sector list were above their 200 day moving average.  At the end of October, only 3 of the 10 were above their 200 day moving average.  The three above the their 200 day SMA were also the top three based on momentum, IXJ, IXN, and KXI.


This portfolio is also tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the Global Sector portfolio is down 11.8%, including dividends.

Potential strategies an investor could employ would be the following:

    • Buy the top 3-6-12 or 6 month performers and hold for one month the rebalance at month end based on the new momentum leaders. Or, buy the top performer based on the 6 month performance.
    • Buy the top performers only if they are also above the 200 day moving average.
    • Buy any ETF which is above the 200 day moving average, sell if it drops below the 200 day average. Update once per month
    • Trade the top 3 momentum performers using a more detailed trading plan such as one I detailed here.

The strategy used for the US and Global Sector ETF portfolios is to buy the top 3 ETFs based on the average of their 3, 6, and 12 month returns. The top 3 momentum ETFs must also be above their 200 day simple moving average. If there are not 3 ETFs above the 200 day moving average, then the strategy allocates the position to cash.  For example, if only 2 ETFs are above their 200 day moving average, the portfolio will hold approximately 1/3 in cash. The portfolio is updated once per month, at the end of the month.


For some additional background on the strategy please click here and/or check out Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

The data source for the information below is Finviz.


No positions


US Sector




Ticker Company Performance (Quarter) Half Year Year Average Return 200-Day SMA
XLB Materials Select Sector SPDR -5.67% -13.38% 1.29% -5.92% -6.50%
XLE Energy Select Sector SPDR -5.70% -9.27% 19.37% 1.47% -3.22%
XLF Financial Select Sector SPDR -5.56% -17.00% -6.02% -9.53% -8.95%
XLI Industrial Select Sector SPDR 1.06% -12.24% 5.96% -1.74% -3.86%
XLK Technology Select Sector SPDR 3.42% -1.63% 8.33% 3.37% 2.62%
XLP Consumer Staples Select Sector SPDR 3.12% -0.51% 11.45% 4.69% 2.96%
XLU Utilities Select Sector SPDR 7.66% 6.54% 15.70% 9.97% 7.80%
XLV Health Care Select Sector SPDR 2.82% -4.52% 9.85% 2.72% 1.09%
XLY Consumer Discret Select Sector SPDR 3.17% -2.89% 12.68% 4.32% 1.95%















Global Sector




Ticker Company Perfor-mance (Quarter) Half Year Year Average Return 200-Day SMA
EXI iShares S&P Global Industrials -4.67% -16.41% -0.16% -7.08% -7.43%
IXC iShares S&P Global Energy -3.79% -10.62% 11.72% -0.90% -3.38%
IXG iShares S&P Global Financials -8.05% -19.91% -11.22% -13.06% -11.03%
IXJ iShares S&P Global Healthcare -0.44% -5.73% 7.97% 0.60% 0.10%
IXN iShares S&P Global Technology 2.10% -5.00% 4.56% 0.55% 0.40%
IXP iShares S&P Global Telecommunications -0.64% -6.13% 1.46% -1.77% -0.82%
JXI iShares S&P Global Utilities -0.53% -8.74% -4.03% -4.43% -3.03%
KXI iShares S&P Global Consumer Staples 0.97% -2.34% 9.03% 2.55% 2.49%
MXI iShares S&P Global Materials -10.04% -17.98% -5.71% -11.24% -9.97%
RXI iShares S&P Global Cons Discretionary -2.95% -8.28% 4.68% -2.18% -2.52%

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

US & Global Sector ETF Portfolios for October

October’s US and Global Sector ETF portfolios have been updated at Scott’s Investments. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below the 200 day moving average.

Now you can follow me on Stocktwits and Twitter!

US Sector


Last month the top 3 US sector performers based on the sum of the quarterly, half year, and annual returns were XLV (Health Care), XLP (Consumer Staples) and XLU (Utilities).   Interestingly, they were the only 3 ETFs also above their 200 day moving average at month end.  This month only 1 ETF in the list of 9 is above its 200 day moving average at month end – XLU. Therefore, the strategy is selling XLV and XLP and keeping the proceeds in cash.


This strategy is tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the US Sector portfolio is down .22%, including dividends. 
Since the strategy updates monthly, it may not always catch the beginning of a move but it is a long-term approach for capturing large trends.  

Global Sector

Last month there were only 2 ETFs above their respective 200 day moving average at month end, IXJ (healthcare) and KXI (consumer staples).  At the close of September none of the ETFs in the Global Sector list were above their 200 day moving average.  Therefore, the portfolio is selling IXJ and KXI and staying 100% in cash until the next portfolio update.

This portfolio is also tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the Global Sector portfolio is down 10.38%, including dividends.

Potential strategies an investor could employ would be the following:

    • Buy the top 3-6-12 or 6 month performers and hold for one month the rebalance at month end based on the new momentum leaders. Or, buy the top performer based on the 6 month performance.
    • Buy the top performers only if they are also above the 200 day moving average.
    • Buy any ETF which is above the 200 day moving average, sell if it drops below the 200 day average. Update once per month
    • Trade the top 3 momentum performers using a more detailed trading plan such as one I detailed here.

The strategy used for the US and Global Sector ETF portfolios is to buy the top 3 ETFs based on the average of their 3, 6, and 12 month returns. The top 3 momentum ETFs must also be above their 200 day simple moving average. If there are not 3 ETFs above the 200 day moving average, then the strategy allocates the position to cash.  For example, if only 2 ETFs are above their 200 day moving average, the portfolio will hold approximately 1/3 in cash. The portfolio is updated once per month, at the end of the month.


For some additional background on the strategy please click here and/or check out Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

The data source for the information below is Finviz.


No positions


US SECTOR











Symbol Name Quarterly 6 Month Year Average 200 Day SMA
XLB Materials Select Sector SPDR -25.72% -26.13% -9.62% -20.49% -21.50%
XLE Energy Select Sector SPDR -22.77% -26.29% 4.59% -14.82% -19.00%
XLF Financial Select Sector SPDR -24.15% -28.03% -17.41% -23.20% -22.11%
XLI Industrial Select Sector SPDR -22.49% -22.25% -4.79% -16.51% -16.68%
XLK Technology Select Sector SPDR -9.30% -8.56% 4.01% -4.62% -6.90%
XLP Consumer Staples Select Sector SPDR -5.09% 0.03% 9.24% 1.39% -0.96%
XLU Utilities Select Sector SPDR 0.24% 6.83% 11.14% 6.07% 5.19%
XLV Health Care Select Sector SPDR -11.29% -3.67% 6.16% -2.93% -4.05%
XLY Consumer Discret Select Sector SPDR -14.73% -10.68% 5.93% -6.49% -8.80%

Global Sector











Symbol Name Quarterly 6 Month Year Average 200 Day SMA
EXI iShares S&P Global Industrials -24.08% -23.76% -8.43% -18.76% -18.62%
IXC iShares S&P Global Energy -21.32% -25.17% -1.75% -16.08% -17.77%
IXG iShares S&P Global Financials -26.11% -27.82% -20.11% -24.68% -22.40%
IXJ iShares S&P Global Healthcare -11.56% -3.21% 4.36% -3.47% -4.43%
IXN iShares S&P Global Technology -11.83% -12.24% -1.07% -8.38% -10.22%
IXP iShares S&P Global Telecommunications -11.19% -10.02% -1.67% -7.63% -6.74%
JXI iShares S&P Global Utilities -10.78% -7.61% -5.22% -7.87% -6.72%
KXI iShares S&P Global Consumer Staples -7.52% -1.81% 5.02% -1.44% -2.74%
MXI iShares S&P Global Materials -27.62% -27.87% -14.59% -23.36% -23.58%
RXI iShares S&P Global Cons Discretionary -18.28% -13.62% -1.51% -11.14% -12.24%

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

September’s US & Global Sector ETF Portfolio

September’s US and Global Sector ETF portfolios have been updated at Scott’s Investments. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below the 200 day moving average.

Now you can follow me on Stocktwits and Twitter!

US Sector


Last month the top 3 US sector performers based on the sum of the quarterly, half year, and annual returns were  XLY (Consumer Discretionary), XLE (Energy), and XLV (Health Care).  This month the strategy is selling XLE and XLY.  The proceeds are being used to purchase XLP (Consumer Staples) and XLU (Utilities).   Interestingly, the only 3 ETFs above their 200 day moving average at month end are those which also have the top 3 momentum.

This strategy is tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the US Sector portfolio is up 1.77%, including dividends. 
Since the strategy updates monthly, it may not always catch the beginning of a move but it is a long-term approach for capturing large trends.  

Global Sector

Last month the top 3 Global sector performers based on the sum of the quarterly, half year, and annual returns were IXJ (Healthcare), RXI (Consumer Discretionary) and IXC (Energy).  This month all of the ETFs except IXJ and KXI are below their 200 day moving average.  IXJ and KXI are also the top 2 ETFs based on momentum, which is calculated by the average of the 3, 6, and 12 month returns.

This portfolio is also tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the Global Sector portfolio is down 7.48%, including dividends.

Potential strategies an investor could employ would be the following:

    • Buy the top 3-6-12 or 6 month performers and hold for one month the rebalance at month end based on the new momentum leaders. Or, buy the top performer based on the 6 month performance.
    • Buy the top performers only if they are also above the 200 day moving average.
    • Buy any ETF which is above the 200 day moving average, sell if it drops below the 200 day average. Update once per month
    • Trade the top 3 momentum performers using a more detailed trading plan such as one I detailed here.

The strategy used for the US and Global Sector ETF portfolios is to buy the top 3 ETFs based on the average of their 3, 6, and 12 month returns. The top 3 momentum ETFs must also be above their 200 day simple moving average. If there are not 3 ETFs above the 200 day moving average, then the strategy allocates the position to cash.  For example, if only 2 ETFs are above their 200 day moving average, the portfolio will hold approximately 1/3 in cash. The portfolio is updated once per month, at the end of the month.


For some additional background on the strategy please click here and/or check out Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

The data source for the information below is Finviz.


No positions


US Sector

Ticker Company Performance (Quarter) Half Year Year Average Return 200-Day SMA
XLB Materials Select Sector SPDR -0.08 -0.1 0.15 -0.88% -0.07
XLE Energy Select Sector SPDR -8.43% -12.33% 31.34% 3.53% -5.18%
XLF Financial Select Sector SPDR -12.38% -19.54% -3.81% -11.91% -13.52%
XLI Industrial Select Sector SPDR -11.01% -12.27% 12.73% -3.52% -8.64%
XLK Technology Select Sector SPDR -5.38% -7.53% 16.88% 1.32% -3.95%
XLP Consumer Staples Select Sector SPDR -1.59% 5.28% 17.95% 7.21% 3.22%
XLU Utilities Select Sector SPDR 2.45% 7.38% 12.29% 7.37% 6.21%
XLV Health Care Select Sector SPDR -5.54% 1.61% 18.48% 4.85% 1.14%
XLY Consumer Discret Select Sector SPDR -4.38% -4.23% 22.22% 4.54% -1.95%



Global Sector

Ticker Company Perfor-mance (Quarter) Half Year Year Average Return 200-Day SMA
EXI iShares S&P Global Industrials -11.94% -13.40% 11.09% -4.75% -9.38%
IXC iShares S&P Global Energy -9.51% -13.85% 21.20% -0.72% -6.82%
IXG iShares S&P Global Financials -13.89% -19.49% -5.25% -12.88% -13.17%
IXJ iShares S&P Global Healthcare -5.96% 1.94% 17.07% 4.35% 1.25%
IXN iShares S&P Global Technology -7.42% -11.71% 12.51% -2.21% -6.76%
IXP iShares S&P Global Telecommunications -4.56% -2.55% 10.56% 1.15% -1.53%
JXI iShares S&P Global Utilities -5.23% -6.79% 0.66% -3.79% -3.50%
KXI iShares S&P Global Consumer Staples -2.36% 5.07% 16.62% 6.44% 3.06%
MXI iShares S&P Global Materials -8.87% -11.71% 13.45% -2.38% -7.66%
RXI iShares S&P Global Cons Discretionary -7.48% -7.95% 16.38% 0.32% -5.21%


Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

US & Global Sector ETF Portfolio

Please see the right hand side of Scott’s Investments for the August update to the US and Global Sector ETF portfolios. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below the 200 day moving average.


US Sector


Last month the top 3 US sector performers based on the sum of the quarterly, half year, and annual returns were  XLY (Consumer Discretionary), XLE (Energy), and XLV (Health Care).  This month all of the sector ETFs are above their 200 day moving average with the exception of XLF (Financials) and XLI (Industrials). The top 3 based on momentum this month are the same.  In other words, the US sector trends remain in tact.  Since the strategy updates monthly, it may not always catch the beginning of a move but it is a long-term approach for capturing big trends.  

I have improved the way the performance of the sector momentum strategies are tracked.  The strategies are tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the US Sector portfolio is up 8.77%, including dividends.

Global Sector

Last month the top 3 Global sector performers based on the sum of the quarterly, half year, and annual returns were IXJ (Healthcare), RXI (Consumer Discretionary) and IXC (Energy).  This month 4 ETFs are below their 200 day moving average, EXI (Industrials), IXG (Financials), IXN (Technology), and JXI (utilities).  The top 3 based on momentum this month are the same so the long term sector trends remain in tact on a global basis.

This portfolio is also tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the Global Sector portfolio is down .04%, including dividends.

Potential strategies an investor could employ would be the following:

    • Buy the top 3-6-12 or 6 month performers and hold for one month the rebalance at month end based on the new momentum leaders. Or, buy the top performer based on the 6 month performance.
    • Buy the top performers only if they are also above the 200 day moving average.
    • Buy any ETF which is above the 200 day moving average, sell if it drops below the 200 day average. Update once per month
    • Trade the top 3 momentum performers using a more detailed trading plan such as one I detailed here.

The strategy used for the US and Global Sector ETF portfolios is to buy the top 3 ETFs based on the average of their 3, 6, and 12 month returns. The top 3 momentum ETFs must also be above their 200 day simple moving average. The portfolio is updated once per month, at the end of the month.


For some additional background on the strategy please click here and/or check out Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

The data source for the information below is Finviz.


No positions

US Sector

Ticker Company Market Update Performance (Quarter) Half Year Year Average 200-Day SMA
XLB Materials Select Sector SPDR Here -6.10% -0.16% 24.01% 5.92% 0.43%
XLE Energy Select Sector SPDR Here -4.65% 8.27% 44.30% 15.97% 6.97%
XLF Financial Select Sector SPDR Here -9.34% -8.39% 1.82% -5.30% -5.48%
XLI Industrial Select Sector SPDR Here -9.95% -2.31% 16.77% 1.50% -2.45%
XLK Technology Select Sector SPDR Here -3.15% -1.68% 18.99% 4.72% 1.41%
XLP Consumer Staples Select Sector SPDR Here -1.50% 7.72% 17.58% 7.93% 3.72%
XLU Utilities Select Sector SPDR Here 1.25% 5.47% 13.36% 6.69% 4.57%
XLV Health Care Select Sector SPDR Here -2.71% 8.97% 21.81% 9.36% 3.74%
XLY Consumer Discret Select Sector SPDR Here -1.95% 4.10% 28.99% 10.38% 3.88%
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US and Global ETF Sector Portfolio for July

Please see the right hand side of Scott’s Investments for the July update to the US and Global Sector ETF portfolios. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below the 200 day moving average.


US Sector


Last month the top 3 US sector performers based on the sum of the quarterly, half year, and annual returns were  XLB (Materials), XLE (Energy), and XLV (Health Care).  This month all of the sector ETFs are above their 200 day moving average with the exception of XLF (Financials). The top 3 based on momentum this month are XLY (Consumer Discretionary), XLE, and XLV.  In other words, the US Sector model is rotating into the Consumer Discretionary sector and away from Materials.  Since the strategy updates monthly, it may not always catch the beginning of a move but it is a long-term strategy.  

I have improved the way the performance of the sector momentum strategies are tracked.  The strategies are tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the US Sector portfolio is up 11.73%, including dividends.

Global Sector

Last month the top 3 Global sector performers based on the sum of the quarterly, half year, and annual returns were IXJ (Healthcare), KXI (Consumer staples) and IXC (Energy).  This month all of the sector ETFs are above their 200 day moving average which was also the case last month. The top 3 based on momentum this month are IXJ, IXC, and RXI (Consumer Discretionary).  The strategy is rotating out of Consumer Staples (KXI) and into Consumer Discretionary. 

This portfolio is also tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the Global Sector portfolio is up 2.61%, including dividends.

Potential strategies an investor could employ would be the following:

    • Buy the top 3-6-12 or 6 month performers and hold for one month the rebalance at month end based on the new momentum leaders. Or, buy the top performer based on the 6 month performance.
    • Buy the top performers only if they are also above the 200 day moving average.
    • Buy any ETF which is above the 200 day moving average, sell if it drops below the 200 day average. Update once per month
    • Trade the top 3 momentum performers using a more detailed trading plan such as one I detailed here.

The strategy used for the US and Global Sector ETF portfolios is to buy the top 3 ETFs based on the average of their 3, 6, and 12 month returns. The top 3 momentum ETFs must also be above their 200 day simple moving average. The portfolio is updated once per month, at the end of the month.

For some additional background on the strategy please click here and/or check out Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

The data source for the information below is Finviz.


No positions


US Sector:


Ticker Company Market Update Performance (Quarter) Performance (Half Year) Performance (Year) 200-Day SMA
XLB Materials Select Sector SPDR Here -1.08% 3.33% 44.85% 5.96%
XLE Energy Select Sector SPDR Here -5.17% 11.35% 54.69% 8.73%
XLF Financial Select Sector SPDR Here -6.00% -3.03% 13.54% -1.49%
XLI Industrial Select Sector SPDR Here -0.64% 7.91% 38.85% 6.54%
XLK Technology Select Sector SPDR Here -1.00% 2.68% 28.31% 2.37%
XLP Consumer Staples Select Sector SPDR Here 5.12% 7.95% 25.78% 6.54%
XLU Utilities Select Sector SPDR Here 6.12% 9.02% 24.14% 6.62%
XLV Health Care Select Sector SPDR Here 7.83% 13.84% 29.62% 9.81%
XLY Consumer Discret Select Sector SPDR Here 3.34% 8.00% 39.13% 7.48%

Global Sector:

Ticker Company Market Update Performance (Quarter) Half Year Year 200-Day SMA
EXI iShares S&P Global Industrials Here -0.33% 7.22% 37.74% 6.05%
IXC iShares S&P Global Energy Here -4.96% 8.61% 45.37% 6.19%
IXG iShares S&P Global Financials Here -3.25% 1.71% 20.37% 0.09%
IXJ iShares S&P Global Healthcare Here 8.94% 13.82% 30.19% 9.75%
IXN iShares S&P Global Technology Here -2.04% -0.28% 23.86% 0.59%
IXP iShares S&P Global Telecommunications Here 1.00% 7.81% 30.98% 4.80%
JXI iShares S&P Global Utilities Here 2.94% 4.36% 18.59% 2.78%
KXI iShares S&P Global Consumer Staples Here 6.42% 8.44% 27.92% 7.24%
MXI iShares S&P Global Materials Here -0.61% 1.52% 42.39% 4.56%
RXI iShares S&P Global Cons Discretionary Here 4.83% 7.40% 39.62% 7.23%

Now you can follow me on Stocktwits and Twitter!

Sector ETF Portfolio for June – Rotating…

The Most Profitable ETF Trading Newsletter

Please see the right hand side of Scott’s Investments for the June update to the US and Global Sector ETF portfolios. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below the 200 day moving average.


US Sector
Last month the top 3 US sector performers based on the sum of the quarterly, half year, and annual returns were  XLB (materials), XLE (energy), and XLI (industrial).  This month all of the sector ETFs are above their 200 day moving average which was also the case last month. The top 3 based on momentum this month are XLB, XLE, and XLV (Health Care Select Sector SPDR).  The US Sector model is a little slow to rotate into health care, which has recently been performing very well.  XLV is the top performing ETF over the past quarter.  Since the strategy updates monthly, it may not always catch the beginning of a move but it is a long-term strategy.  

I have improved the way the performance of the sector momentum strategies are tracked.  The strategies are tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the US Sector portfolio is up 5.09%, including dividends.


Global Sector

Last month the top 3 Global sector performers based on the sum of the quarterly, half year, and annual returns were  EXI (industrials), IXC (energy), and MXI (materials).  This month all of the sector ETFs are above their 200 day moving average which was also the case last month. The top 3 based on momentum this month are IXJ (healthcare), KXI (consumer staples), and IXC.

As stated above the strategies are tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the Global Sector portfolio is up 1.81%.
Potential strategies an investor could employ would be the following:

    • Buy the top 3-6-12 or 6 month performers and hold for one month. Or, buy the top performer based on the 6 month performance.
    • Buy the top performers only if they are also above the 200 day moving average.
    • Buy any ETF which is above the 200 day moving average, sell if it drops below the 200 day average. Update once per month
    • Trade the top 3 momentum performers using a more detailed trading plan such as one I detailed here.

The strategy used for the US and Global Sector ETF portfolios is to buy the top 3 ETFs based on the average of their 3, 6, and 12 month returns. The top 3 momentum ETFs must also be above their 200 day simple moving average. The portfolio is updated once per month, at the end of the month.


For some additional background on the strategy please click here and/or check out Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

The data source for the information below is Finviz.


No positions

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US Sector




Ticker Company Performance (Quarter) Half Year Year Average Return 200-Day SMA
XLB Materials Select Sector SPDR 3.62% 14.32% 38.45% 18.80% 8.65%
XLE Energy Select Sector SPDR 0.39% 23.49% 55.21% 26.36% 14.69%
XLF Financial Select Sector SPDR -3.71% 9.62% 11.39% 5.77% 2.07%
XLI Industrial Select Sector SPDR 4.35% 16.21% 32.59% 17.72% 9.54%
XLK Technology Select Sector SPDR 1.93% 10.16% 25.22% 12.44% 6.85%
XLP Consumer Staples Select Sector SPDR 10.20% 15.23% 26.46% 17.30% 11.49%
XLU Utilities Select Sector SPDR 7.59% 12.38% 25.82% 15.26% 7.98%
XLV Health Care Select Sector SPDR 11.93% 19.37% 29.01% 20.10% 13.64%
XLY Consumer Discret Select Sector SPDR 4.96% 12.65% 28.87% 15.49% 10.28%


Global Sector




Ticker Company Perfor-mance (Quarter) Half Year Year Average Return 200-Day SMA
EXI iShares S&P Global Industrials 2.60% 15.43% 34.92% 17.65% 8.78%
IXC iShares S&P Global Energy -0.35% 21.11% 45.06% 21.94% 11.68%
IXG iShares S&P Global Financials -1.78% 11.64% 21.02% 10.29% 3.70%
IXJ iShares S&P Global Healthcare 12.29% 20.15% 33.18% 21.87% 14.14%
IXN iShares S&P Global Technology -0.66% 8.52% 20.95% 9.60% 5.28%
IXP iShares S&P Global Telecommunications 4.68% 12.36% 36.18% 17.74% 7.13%
JXI iShares S&P Global Utilities 0.99% 8.35% 19.94% 9.76% 3.42%
KXI iShares S&P Global Consumer Staples 10.84% 15.04% 29.94% 18.61% 11.61%
MXI iShares S&P Global Materials 1.29% 12.28% 40.56% 18.04% 7.20%
RXI iShares S&P Global Cons Discretionary 3.45% 11.13% 32.28% 15.62% 8.98%

US and Global Sector ETF Portfolios for May

Please see the right hand side of Scott’s Investments for the May update to the US and Global Sector ETF portfolios. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below the 200 day moving average.


US Sector
Last month the top 3 US sector performers based on the sum of the quarterly, half year, and annual returns were  XLB (materials), XLE (energy), and XLI (industrial).  This month all of the sector ETFs are above their 200 day moving average which was also the case last month. The top 3 based on momentum this month are the same, XLB, XLE, and XLI.


I have improved the way the performance of the sector momentum strategies are tracked.  The strategies are tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the US Sector portfolio is up 11.15%, including dividends.


Global Sector

Last month the top 3 Global sector performers based on the sum of the quarterly, half year, and annual returns were  EXI (industrials), IXC (energy), and MXI (materials).  This month all of the sector ETFs are above their 200 day moving average which was also the case last month. The top 3 based on momentum this month are the same, EXI, IXC, and MXI.

As stated above the strategies are tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the Global Sector portfolio is up 8.26%.
Potential strategies an investor could employ would be the following:

    • Buy the top 3-6-12 or 6 month performers and hold for one month. Or, buy the top performer based on the 6 month performance.
    • Buy the top performers only if they are also above the 200 day moving average.
    • Buy any ETF which is above the 200 day moving average, sell if it drops below the 200 day average. Update once per month
    • Trade the top 3 momentum performers using a more detailed trading plan such as one I detailed here.

The strategy used for the US and Global Sector ETF portfolios is to buy the top 3 ETFs based on the average of their 3, 6, and 12 month returns. The top 3 momentum ETFs must also be above their 200 day simple moving average. The portfolio is updated once per month, at the end of the month.


For some additional background on the strategy please click here and/or check out Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

The data source for the information below is Finviz.


No positions



US SECTOR













Symbol Name Free Trend Analysis Quarterly 6 Month Year Average 200 Day SMA
XLB Materials Select Sector SPDR Here 8.44% 19.75% 24.64% 17.61% 14.50%
XLE Energy Select Sector SPDR Here 13.56% 37.01% 36.64% 29.07% 23.94%
XLF Financial Select Sector SPDR Here 1.05% 13.04% 2.44% 5.51% 6.60%
XLI Industrial Select Sector SPDR Here 8.49% 21.58% 21.16% 17.08% 15.56%
XLK Technology Select Sector SPDR Here 3.89% 10.77% 15.96% 10.21% 10.10%
XLP Consumer Staples Select Sector SPDR Here 9.37% 11.54% 17.39% 12.77% 10.96%
XLU Utilities Select Sector SPDR Here 5.81% 7.00% 13.64% 8.82% 7.15%
XLV Health Care Select Sector SPDR Here 11.98% 13.68% 16.42% 14.03% 13.61%
XLY Consumer Discret Select Sector SPDR Here 9.65% 16.02% 18.29% 14.65% 13.60%









Global Sector













Symbol Name Free Trend Analysis Quarterly 6 Month Year Average 200 Day SMA
EXI iShares S&P Global Industrials Here 8.18% 19.80% 23.10% 17.03% 15.60%
IXC iShares S&P Global Energy Here 12.46% 30.11% 29.34% 23.97% 20.76%
IXG iShares S&P Global Financials Here 4.85% 11.55% 9.41% 8.60% 8.74%
IXJ iShares S&P Global Healthcare Here 13.19% 13.54% 19.21% 15.31% 14.20%
IXN iShares S&P Global Technology Here 1.80% 10.24% 10.46% 7.50% 9.31%
IXP iShares S&P Global Telecommunications Here 8.28% 8.54% 27.66% 14.83% 10.38%
JXI iShares S&P Global Utilities Here 4.52% 5.25% 11.50% 7.09% 6.58%
KXI iShares S&P Global Consumer Staples Here 12.13% 11.25% 20.58% 14.65% 11.96%
MXI iShares S&P Global Materials Here 10.66% 18.21% 28.72% 19.20% 15.34%
RXI iShares S&P Global Cons Discretionary Here 7.43% 13.75% 20.28% 13.82% 12.48%

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US and Global Sector ETF Portfolios for April

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Please see the right hand side of Scott’s Investments for the April update to the US and Global Sector ETF portfolios. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below the 200 day moving average.


US Sector
Last month the top 3 US sector performers based on the sum of the quarterly, half year, and annual returns were  XLB (materials), XLE (energy), and XLI (industrial).  This month all of the sector ETFs are above their 200 day moving average which was also the case last month. The top 3 based on momentum this month are the same, XLB, XLE, and XLI.


I have improved the way the performance of the sector momentum strategies are tracked.  The strategies are tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the US Sector portfolio is up 9.63%, including dividends.


Global Sector

Last month the top 3 Global sector performers based on the sum of the quarterly, half year, and annual returns were  EXI (industrials), IXC (energy), and MXI (materials).  This month all of the sector ETFs are above their 200 day moving average which was also the case last month. The top 3 based on momentum this month are the same, EXI, IXC, and MXI.

As stated above the strategies are tracked as a hypothetical portfolio with a starting balance of $10,000. Year to date the Global Sector portfolio is up 5.36%.
Potential strategies an investor could employ would be the following:

    • Buy the top 3-6-12 or 6 month performers and hold for one month. Or, buy the top performer based on the 6 month performance.
    • Buy the top performers only if they are also above the 200 day moving average.
    • Buy any ETF which is above the 200 day moving average, sell if it drops below the 200 day average. Update once per month
    • Trade the top 3 momentum performers using a more detailed trading plan such as one I detailed here.

The strategy used for the US and Global Sector ETF portfolios is to buy the top 3 ETFs based on the average of their 3, 6, and 12 month returns. The top 3 momentum ETFs must also be above their 200 day simple moving average. The portfolio is updated once per month, at the end of the month.


For some additional background on the strategy please click here and/or check out Mebane Faber’s The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

The data source for the information below is Finviz.


No positions



US SECTOR













Symbol Name Trend Quarterly 6 Month Year Average 200 Day SMA
XLB Materials Select Sector SPDR Here 4.46% 23.48% 20.22% 16.05% 15.73%
XLE Energy Select Sector SPDR Here 17.42% 43.38% 38.55% 33.12% 28.07%
XLF Financial Select Sector SPDR Here 3.15% 14.94% 3.02% 7.04% 8.11%
XLI Industrial Select Sector SPDR Here 8.61% 21.58% 22.17% 17.45% 15.70%
XLK Technology Select Sector SPDR Here 3.67% 14.01% 14.61% 10.76% 9.48%
XLP Consumer Staples Select Sector SPDR Here 2.71% 8.88% 9.52% 7.04% 7.18%
XLU Utilities Select Sector SPDR Here 2.74% 3.78% 10.58% 5.70% 4.25%
XLV Health Care Select Sector SPDR Here 5.55% 9.64% 4.55% 6.58% 8.60%
XLY Consumer Discret Select Sector SPDR Here 4.52% 17.98% 19.93% 14.14% 12.27%


Global Sector













Symbol Name Trend Quarterly 6 Month Year Average 200 Day SMA
EXI iShares S&P Global Industrials Here 7.58% 19.38% 19.50% 15.49% 14.66%
IXC iShares S&P Global Energy Here 14.28% 32.40% 25.66% 24.11% 22.53%
IXG iShares S&P Global Financials Here 5.12% 10.54% 3.01% 6.22% 7.29%
IXJ iShares S&P Global Healthcare Here 4.48% 7.64% 5.01% 5.71% 7.48%
IXN iShares S&P Global Technology Here 1.79% 13.04% 8.25% 7.69% 7.91%
IXP iShares S&P Global Telecommunications Here 6.74% 9.86% 20.84% 12.48% 9.81%
JXI iShares S&P Global Utilities Here 1.38% 2.98% 3.24% 2.53% 2.67%
KXI iShares S&P Global Consumer Staples Here 1.91% 6.73% 9.92% 6.19% 6.65%
MXI iShares S&P Global Materials Here 2.15% 19.11% 17.06% 12.77% 13.64%
RXI iShares S&P Global Cons Discretionary Here 2.45% 13.65% 17.23% 11.11% 9.81%

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3 Global ETFs for November

Global sector ETF performance update for the close of October is below and has also been updated as a free portfolio to track on my blog. At the start of last month all of the ETFs  were above the 200 day moving average which in my preferred strategy would include them for consideration of any long position. The top three at the end of September based on momentum were IXP (telecom)MXI (materials), and RXI (consumer discretionary).

This month all of the ETFs in the global sector strategy are above their 200 day moving average. The top 3 based on momentum are the same as last month, IXP, MXI, and RXI.  I have previously discussed some possible strategies using this data here as well as some more active trading strategies.
 

The momentum strategy that an investor could implement would be to purchase the best returning ETF(s) over the trailing 3, 6, and 12 months (sum). This strategy has been written about extensively by Mebane Faber, author of The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.
Another strategy would involve purchasing the top performing ETFs based on 6 month (half year) returns and only purchase ETFs when they are also above their 200 day simple moving average.


I have also added ETF Replay’s ranking for each ETF plus SHY (short duration bond ETF). For some background on ETF Replay please visit the site or read my previous articles here and here.


No positions
The data source for the information below is Finviz.

Ticker Company Free Trend Analysis Perfor-mance (Quarter) Half Year Year Sum 200-Day SMA
EXI iShares S&P Global Industrials Here 5.88% 1.44% 19.47% 26.79% 8.80%
IXC iShares S&P Global Energy Here 6.53% -0.62% 0.68% 6.59% 6.36%
IXG iShares S&P Global Financials Here -1.27% -3.33% -1.79% -6.39% 3.04%
IXJ iShares S&P Global Healthcare Here 8.91% 4.06% 9.37% 22.34% 4.93%
IXN iShares S&P Global Technology Here 6.56% -0.95% 12.95% 18.56% 7.06%
IXP iShares S&P Global Telecommunications Here 9.65% 17.14% 14.93% 41.72% 14.67%
JXI iShares S&P Global Utilities Here 5.37% 5.77% 6.68% 17.82% 7.30%
KXI iShares S&P Global Consumer Staples Here 7.65% 7.69% 13.75% 29.09% 8.75%
MXI iShares S&P Global Materials Here 11.54% 10.17% 19.61% 41.32% 12.75%
RXI iShares S&P Global Cons Discretionary Here 10.12% 4.02% 23.33% 37.47% 11.63%

ETF Replay Ranking

6 month return / 3 month return / 3 month volatility 3 month return / 20 day ret/ 20 day volatility
SHY 7 9
EXI 10 10
IXC 9 8
IXG 11 11
IXJ 4 6
IXN 8 4
IXP 1 2
JXI 6 7
KXI 2 5
MXI 3 3
RXI 5 1
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3 Global ETFs For October

Global sector ETF performance update for the close of September is below and has also been updated as a free portfolio to track on my blog. At the start of last month all of the ETFs  except IXP (telecom) were below the 200 day moving average which in my preferred strategy would exclude them for consideration of any long position. The top three at the end of August based on momentum were IXP (telecom), KXI (staples), and MXI (materials).

This month all of the ETFs in the global sector strategy are above their 200 day moving average. The top 3 based on momentum are IXP, MXI, and RXI (consumer discretionary).  I have previously discussed some possible strategies using this data here as well as some more active trading strategies.
 

The momentum strategy that an investor could implement would be to purchase the best returning ETF(s) over the trailing 3, 6, and 12 months (sum). This strategy has been written about extensively by Mebane Faber, author of The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.
Another strategy would involve purchasing the top performing ETFs based on 6 month (half year) returns and only purchase ETFs when they are also above their 200 day simple moving average.
The data source for the information below is Finviz.

Ticker Company Free Trend Analysis Perfor-mance (Quarter) Half Year Year Sum 200-Day SMA
EXI iShares S&P Global Industrials Here 15.76% 0.12% 14.56% 30.44% 6.85%
IXC iShares S&P Global Energy Here 15.52% -5.10% 1.65% 12.07% 1.46%
IXG iShares S&P Global Financials Here 12.57% -6.81% -5.74% 0.02% 0.82%
IXJ iShares S&P Global Healthcare Here 11.03% -2.45% 7.01% 15.59% 2.81%
IXN iShares S&P Global Technology Here 11.84% -4.24% 7.13% 14.73% 1.77%
IXP iShares S&P Global Telecommunications Here 18.04% 10.00% 11.14% 39.18% 11.16%
JXI iShares S&P Global Utilities Here 11.88% 0.24% -0.55% 11.57% 2.98%
KXI iShares S&P Global Consumer Staples Here 12.65% 3.00% 14.98% 30.63% 6.79%
MXI iShares S&P Global Materials Here 20.29% -1.71% 14.87% 33.45% 6.95%
RXI iShares S&P Global Cons Discretionary Here 17.19% 3.13% 17.25% 37.57% 8.04%

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More on this topic (What's this?)
Core ETF Report
#LifeOnMars
Read more on Exchange Traded Fund (ETF), Hong KONG&CHINA Gas at Wikinvest