Global Sector ETF Portfolio (EXI, IXC, IXG, IXJ, IXN, IXP, JXI, KXI, MXI, RXI)

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September 1, 2010 5:49pm NYSE:EXI NYSE:IXC

Global sector ETF performance update for the close of August is below and has also been updated as a free portfolio to track on my blog. Note that all of the ETFs  except IXP (telecom) were below

 the 200 day moving average at the end of August 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 are IXP (telecom), KXI (staples), and MXI (materials).

Last month 4 of the 10 ETFs were above the 200 day SMA.  The top three at the end of July based on momentum were EXI (Industrials), IXP, and KXI.   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.
In addition, I have also added an exciting new ranking feature.  Using ETF Replay, I am ranking the ETFs in various portfolios based on their 3-factor statistical model that combines relative strength and volatility.  The current ranking of the 10 ETFs are below.  I ranked the ETFs over different time periods – the first column is the rank of each ETF based on a combination of 6 month and 3 month return and 3 month volatility and the second is the 3 month return, 20 day return, and 20 day volatility.  I have also included SHY (a low duration bond ETF, a close substitute for cash) as an alternative for cash. For previous discussions on this system please read the articles here and here.

No positions

Ticker Company Free Trend Analysis Perfor-mance (Quarter) Half Year Year Sum 200-Day SMA
(EXI) iShares S&P Global Industrials Here -2.08% -4.66% 7.91% 1.17% -4.28%
(IXC) iShares S&P Global Energy Here -2.49% -11.09% -3.32% -16.90% -9.32%
(IXG) iShares S&P Global Financials Here -0.39% -6.67% -8.36% -15.42% -6.65%
(IXJ) iShares S&P Global Healthcare Here 0.13% -8.78% 0.86% -7.79% -5.42%
(IXN) iShares S&P Global Technology Here -7.02% -8.99% -0.18% -16.19% -9.00%
(IXP) iShares S&P Global Telecommunications Here 10.24% 6.06% 7.74% 24.04% 3.94%
(JXI) iShares S&P Global Utilities Here 6.54% -1.54% -0.91% 4.09% -0.95%
(KXI) iShares S&P Global Consumer Staples Here 2.53% -1.31% 11.08% 12.30% -0.23%
(MXI) iShares S&P Global Materials Here 2.83% -6.08% 8.81% 5.56% -4.08%
(RXI) iShares S&P Global Cons Discretionary Here -3.44% -2.25% 9.05% 3.36% -3.14%


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

Written By Scott From Scott’s Investments

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