In the table below, you can see some sectors that were big winners in April, many of which were from the energy sector.
Ticker Name April% Gains
TUR ISHARES MSCI TURKEY ETF 9.31
FCG FIRST TRUST ISE-REV NAT GAS 9.18
UNG US NATURAL GAS FUND LP 8.72
XOP SPDR S&P OIL & GAS EXP & PR 8.05
IPW SPDR S&P INTL ENERGY SECTOR 7.99
UNL UNITED STATES 12 MONTH NATUR 7.50
PXE POWERSHARES DYN ENRG EXP PRO 7.42
FILL ISHARES MSCI GLOBAL ENERGY P 7.34
EPU ISHARES MSCI ALL PERU CAPPED 7.03
FRAK MARKET VECTORS OIL & GAS FRACKING 6.88
Year-to-date, we’ve seen a rotation toward energy, emerging markets and Treasury bonds, and away from domestic stocks, and more recently, large-cap tech stocks.
Ticker Name YTD% (as of 4/30)
EGPT MARKET VECTORS EGYPT INDEX 30.89
UNG US NATURAL GAS FUND LP 28.32
GGGG GLOBAL X PURE GOLD MINERS ET 26.29
GLDX GLOBAL X GOLD EXPLORERS ETF 25.09
MES MARKET VECTORS GULF STATES 22.40
EIDO ISHARES MSCI INDONESIA ETF 21.19
DBA POWERSHARES DB AGRICULTURE F 20.70
IDXJ MARKET VECTORS INDONESIA SMA 20.67
USAG UNITED STATES AGRICULTURE IN 20.37
SILJ PUREFUNDS ISE JUNIOR SIL-ETF 19.54
If you have questions about these ETFs and how they can work into your portfolio, please email askdoug(at)dougfabian(dot)com or call our offices for a free consultation: 800-391-1118.
April was a down month in the financial markets. Stocks tend to go through a correction season from May through October, and we’ll have to see what happens as summer comes.
We are seeing a lot of great emerging market ETFs right now, including countries like Turkey and Egypt. We think emerging markets are a great option for investors right now, and we want to encourage you to consider some international investments.
RBS U.S. chief economist Michelle Girard, economist Peter Morici, Fabian Wealth Strategies’ Thematic Growth portfolio manager Chris Versace and FBN’s Charlie Gasparino weigh in on the latest labor market and economic data.
“One of the more profitable PowerTrends that subscribers to PowerTrend Profits have benefited from, and continue to benefit from, is The Rise and Fall of the Middle Class. The Rise of the Middle Class refers to the rising disposable incomes in several markets around the world, particularly the emerging markets. As those incomes rise, many are trading up in lifestyle, which drives additional demand for goods and services. You’re seeing that now every time you walk into your local grocery store, given the spike in beef, pork, coffee and other prices.
The flipside of that PowerTrend is the Fall of the Middle Class, and that, sadly, is happening here at home in the United States. Am I happy about it? Certainly not, but the data is what the data is, and that means we as investors need to re-calibrate where we are investing.”
To reflect this change, we are changing the title of our newsletter to Successful ETF Investing. We are also adding an “Aggressive Portfolio” to Successful ETF Investing, so now we have three portfolios to highlight: Income Portfolio, Growth Portfolio and Aggressive Portfolio.
We are adding a couple of web-pages and an ETF education page to our monthly publication.
We have never been more excited about Exchange Traded Funds than we are now. If you are a subscriber, this is good news and good things will be coming your way. If you’re not a subscriber, we encourage you to sign up today for this great publication. ETFs are an incredible tool for investors and this newsletter will help you take advantage of them in your portfolio.