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Stocks Catch their Breath: Weekly Update and Sector ETF Returns

Stocks continued a rally that started last week and finished the week up 2.8%.  As has been the trend of recent, stocks followed on the heels of an increase in oil prices, which where buoyed by talk of a possible production freeze overseas.

Whether this is a temporary respite or the start of a sustained run remains to be seen.  Investors can still expect further devaluation and volatility in China, in addition the municipal market turmoil in Puerto Rico will continue to attract attention.

On the economic front, next week will show a first look at 4th Quarter GDP numbers on Friday.  Fed talk may make the news as well, as Wednesday will see a number of Federal Reserve President’s on the speaking trail.

 

 

 

BIA Tracked ETF and Fund Performance
Week YTD
to Date 2016 2015
S&P500 SPY 2.88% -5.82% 1.24%
Dow Jones DIA 2.71% -5.51% 0.09%
Nasdaq 100 QQQ 3.68% -9.15% 9.43%
S&P Midcap MDY 3.55% -6.35% -2.51%
Russell 2000 IWM 4.00% -10.81% -4.48%
Dow Transports IYT 3.51% -2.90% -16.92%
10 yr Treasury Yield ^TNX 1.75% 1.75% 2.27%
30yr Treusury Yield ^TYX 2.61% 2.61% 3.02%
MSCI – International EFA 3.14% -8.17% -0.99%
Japan EWJ 4.03% -10.64% 9.19%
Currency Hedged Japan HEWJ 1.04% -18.45% 9.65%
Europe VGK 3.20% -7.66% -1.95%
Curreny Hedged Europe HEDJ 4.62% -8.34% 5.78%
Germany EWG 3.33% -8.78% -2.78%
Euro FXE -1.08% 2.33% -10.69%
Yen FXY 0.51% 6.56% -0.71%
Emerging Market VWO 3.54% -6.21% -15.83%
Currency Hedged Emerging Mkt HEEM 3.76% -4.75% -10.07%
Aggregate Bond AGG 0.02% 1.86% 0.48%
Short Term Treasury SHY -0.05% 0.76% 0.43%
3-7 yr Tsy IEI -0.13% 2.67% 1.63%
7-10 yr Tsy IEF -0.08% 4.79% 1.51%
20 yr Tsy TLT -0.37% 8.86% -1.79%
Inflation Protected TSY TIP -0.24% 1.50% -1.76%
Short Term Municipal SHM 0.00% 0.94% 1.20%
Municipal MUB -0.16% 1.09% 2.91%
Municipal TFI 0.00% 1.81% 3.39%
Investment Grade Corp LQD 0.26% 0.10% -1.26%
1-3 yr corporate CSJ 0.01% 0.28% 0.63%
Hi Yield JNK 1.19% -4.00% -6.76%
Gold GLD -0.66% 15.89% -10.67%
Gold Miners GDX -2.44% 33.97%
Junior Gold Miners GDXJ -0.88% 28.53%
Silver SLV -2.33% 10.99%
Hard Assett HAP 2.65% -1.33% -19.89%
Agriculture MOO 2.32% -6.02% -8.91%
Energy XLE 2.77% -5.82% -21.50%
Financials XLF 2.39% -11.96% -1.77%
Natural Resources IGE 2.72% -6.15% -24.56%
Utilities XLU 1.40% 6.75% -4.92%
Materials XLB 2.03% -6.15% -8.69%
Consumer Staples XLP 1.54% 0.69% 6.88%
Consumer Discretionary XLY 4.23% -6.93% 9.90%
Healthcare XLV 2.42% -8.47% 6.84%
Industrial XLI 3.32% -3.19% -4.33%
Metals & Miners XME 1.57% 3.61% -50.53%
REITs (Real Estate Inv Trsts) VNQ 4.34% -5.39% 2.43%
MLPs (Mastr Lmtd Prt) AMLP 11.72% -18.06% -27.32%
China FXI 4.78% -13.69% -12.91%
China A shares ASHR 7.53% -17.37%
Hong Kong EWH 2.42% -10.14% -1.20%
Brazil EWZ 2.43% -4.21% -41.45%
Russia RSX 4.14% -3.82% 3.75%
India EPI 1.36% -14.00% -8.90%
Ivy Asset Strategy – Inst. 1.45% -5.14% -8.20%
Pimco All Asset – Inst. 1.36% -2.35% -14.35%
Pimco All Asset All Auth – Inst. 1.43% -2.35% -10.54%
James Golden Rainbow Fd 1.27% -2.85% -0.91%
Vanguard SP500 Index Fd 2.90% -5.87% 1.23%
Vanguard Balanced Fd 1.87% -3.29% -0.20%
Catalyst Macro Strategy – Inst. 1.22% -15.08% 49.92%
Cognios Market Nuetral Fd 0.29% 7.01% 5.56%
Hull Tactical US ETF 2.46% 1.28%
Chiron Capital Allocation Fd 2.35% -2.44%

 

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DISCLAIMER: Nothing in this article should be construed as a personal recommendation or advice. Nor should anything in this article be construed as an offer, or a solicitation of an offer, to sell or buy any investment security. Barnhart Investment Advisory Principal and clients may hold positions in securities mentioned above, and subject to change without notice. Consult your investment professional before investing.

Data retrieved from Yahoo Finance, Barnhart Investment Advisory makes no representation and/or guarantee as to accuracy.

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