US and Global Sector ETF Portfolios For March (XLB, XLE, XLI, EXI, IXC, MXI)
March 2nd, 2011
Please see the right hand side of Scott’s Investments for the March 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
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Last month the top 3 US sector performers based on the sum of the quarterly, half year, and annual returns were materials (NYSE:XLB), energy (NYSE:XLE), and industrial (NYSE:XLI). 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 4.75%.
Global Sector
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 4.75%.
Global Sector
Last month the top 3 Global sector performers based on the sum of the quarterly, half year, and annual returns were industrials (NYSE:EXI), energy (NYSE:IXC), and materials (NYSE:MXI). 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 2.32%.
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.
US Sector
| Ticker | Company | Free Trend Analysis | Perform-ance (Quarter) | Half Year | Year | Avg Return | 200-Day SMA |
| (XLB) | Materials Select Sector SPDR | Here | 14.08% | 29.33% | 27.50% | 23.64% | 17.28% |
| (XLE) | Energy Select Sector SPDR | Here | 26.21% | 52.12% | 40.50% | 39.61% | 31.66% |
| (XLF) | Financial Select Sector SPDR | Here | 17.26% | 23.44% | 15.41% | 18.70% | 12.48% |
| (XLI) | Industrial Select Sector SPDR | Here | 13.77% | 30.09% | 28.60% | 24.15% | 16.33% |
| (XLK) | Technology Select Sector SPDR | Here | 9.93% | 27.14% | 22.17% | 19.75% | 13.57% |
| (XLP) | Consumer Staples Select Sector SPDR | Here | 5.20% | 13.13% | 11.73% | 10.02% | 7.43% |
| (XLU) | Utilities Select Sector SPDR | Here | 5.28% | 5.42% | 12.23% | 7.64% | 5.53% |
| (XLV) | Health Care Select Sector SPDR | Here | 7.39% | 15.52% | 4.64% | 9.18% | 8.29% |
| (XLY) | Consumer Discret Select Sector SPDR | Here | 9.17% | 29.60% | 28.71% | 22.49% | 15.54% |
Global Sector
| Ticker | Company | Free Trend Analysis | Perfor-mance (Quarter) | Half Year | Year | Average Return | 200-Day SMA |
| (EXI) | iShares S&P Global Industrials | Here | 13.80% | 30.36% | 28.22% | 24.13% | 16.58% |
| (IXC) | iShares S&P Global Energy | Here | 23.23% | 42.86% | 31.55% | 32.55% | 26.31% |
| (IXG) | iShares S&P Global Financials | Here | 16.38% | 21.57% | 16.30% | 18.08% | 13.33% |
| (IXJ) | iShares S&P Global Healthcare | Here | 6.87% | 14.73% | 6.09% | 9.23% | 8.44% |
| (IXN) | iShares S&P Global Technology | Here | 10.11% | 27.82% | 19.20% | 19.04% | 13.43% |
| (IXP) | iShares S&P Global Telecommunications | Here | 6.47% | 14.88% | 23.59% | 14.98% | 10.27% |
| (JXI) | iShares S&P Global Utilities | Here | 8.22% | 9.45% | 10.21% | 9.29% | 7.97% |
| (KXI) | iShares S&P Global Consumer Staples | Here | 3.65% | 12.31% | 12.41% | 9.46% | 7.03% |
| (MXI) | iShares S&P Global Materials | Here | 11.47% | 30.58% | 27.92% | 23.32% | 16.85% |
| (RXI) | iShares S&P Global Cons Discretionary | Here | 8.17% | 28.51% | 28.86% | 21.85% | 15.05% |
Written By Scott’s Investments Disclosure: No Positions
Scott’s Investments focuses on several different ETF portfolio strategies ranging from Basic, Individual, Country, US Sector, and Global Sector ETF portfolios.
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