Total Return YTD % (23 Sep 16)

The Total Return Historical Data shows how each index has performed on a yearly basis.  Over the long-term, the stock market has proven to be a very good investment, however from year to year the returns can be very volatile. 

Calendar Year	S&P 500 (SPY)	Russell 2000 (IWM)	Nasdaq 100 (QQQ)	Wilsh 5000 (VTI)
2016	7.6%	11.8%	6.6%	8.1%
2015	1.3%	-4.5%	9.4%	0.4%
2014	13.5%	5.0%	19.2%	12.5%
2013	32.3%	38.7%	36.6%	33.5%
2012	16.0%	16.7%	18.1%	16.5%
Avg Ret.	14.1%	13.5%	18.0%	14.2%

 Monitor Market Progress:   You must monitor general market progress to make sure you are on track to reach your goal.  If you have adopted the 12% growth goal, you can break it down into a monthly goal.  As long as the general market is on track to reach your goal, 1% a month, there should be dozens of Leveraged ETFs that are also on track.

Short-Term Trend (23 Sep 16)

When the stock trades above the 20-SMA, it is considered to be in a short-term uptrend.  When it trades below the 20-SMA, the short-term trend is considered down.  

Benchmark	Symbol	Price	20-SMA	Market Trend
S&P 500	SPY	215.99	215.43	Uptrend
Russell 2000	IWM	124.81	123.27	Uptrend
Nasdaq 100	QQQ	118.33	116.78	Uptrend
Wilshire 5000	VTI	111.15	110.75	Uptrend

If the short-term trend is up, use bullish leveraged ETFs.  If the short-term trend is down, use inverse leveraged ETFs.

Leveraged ETFs (23 Sep 16): JNUG $18.89

Buy (132) shares JNUG @ $18.89
Target Price (10%): $20.80

Leveraged ETFs (23 Sep 16): LABU $53.45

Buy (47) shares LABU @ $53.45
Target Price (10%): $58.80

Leveraged ETFs (23 Sep 16): USLV $23.83

Buy (105) shares USLV @ $23.83
Target Price (10%): $26.30

Leveraged ETFs (23 Sep 16): NUGT $20.26

Buy (123) shares NUGT @ $20.26
Target Price (10%): $22.30

Long Call (23 Sep 16): GDX $27.02

Buy (1) Jan 18 28 C @ $4.90
Target Price (30%): $6.40

Long Put (23 Sep 16): VXX $33.80

Buy (1) Jan 18 23 P @ $5.15
Target Price (30%): $6.70

Total Return YTD % (9 Sep 16)

The Total Return Historical Data shows how each index has performed on a yearly basis.  Over the long-term, the stock market has proven to be a very good investment, however from year to year the returns can be very volatile. 

Calendar Year	S&P 500 (SPY)	Russell 2000 (IWM)	Nasdaq 100 (QQQ)	Wilsh 5000 (VTI)
2016	5.7%	8.6%	2.7%	6.1%
2015	1.3%	-4.5%	9.4%	0.4%
2014	13.5%	5.0%	19.2%	12.5%
2013	32.3%	38.7%	36.6%	33.5%
2012	16.0%	16.7%	18.1%	16.5%
Avg Ret.	13.8%	12.9%	17.2%	13.8%

Monitor Market Progress:   You must monitor general market progress to make sure you are on track to reach your goal.  If you have adopted the 12% growth goal, you can break it down into a monthly goal.  As long as the general market is on track to reach your goal, 1% a month, there should be dozens of Leveraged ETFs that are also on track.

Short-Term Trend (9 Sep 16)

When the stock trades above the 20-SMA, it is considered to be in a short-term uptrend.  When it trades below the 20-SMA, the short-term trend is considered down.  

Benchmark	Symbol	Price	20-SMA	Market Trend
S&P 500	SPY	213.28	218.05	Downtrend
Russell 2000	IWM	121.25	123.39	Downtrend
Nasdaq 100	QQQ	114.28	117.00	Downtrend
Wilshire 5000	VTI	109.66	111.99	Downtrend

If the short-term trend is up, use bullish leveraged ETFs.  If the short-term trend is down, use inverse leveraged ETFs.

Leveraged ETFs (9 Sep 16): JNUG $18.43

Buy (135) shares JNUG @ $18.43
Target Price (10%): $20.30

Leveraged ETFs (9 Sep 16): GUSH $87.38

Buy (29) shares GUSH @ $87.38
Target Price (10%): $96.20

Leveraged ETFs (9 Sep 16): USLV $21.83

Buy (115) shares USLV @ $21.83
Target Price (10%): $24.10

Leveraged ETFs (9 Sep 16): BRZU $33.00

Buy (76) shares BRZU @ $33.00
Target Price (10%): $36.30

Long Call (9 Sep 16): XOP $37.81

Buy (1) Jan 17 41 C @ $5.05
Target Price (30%): $6.60

Long Put (9 Sep 16): XLP $52,69

Buy (1) Jan 17 56 P @ $4.60
Target Price (30%): $6.00

Total Return YTD % (2 Sep 16)

The Total Return Historical Data shows how each index has performed on a yearly basis.  Over the long-term, the stock market has proven to be a very good investment, however from year to year the returns can be very volatile. 

Calendar Year	S&P 500 (SPY)	Russell 2000 (IWM)	Nasdaq 100 (QQQ)	Wilsh 5000 (VTI)
2016	8.2%	11.5%	5.3%	8.6%
2015	1.3%	-4.5%	9.4%	0.4%
2014	13.5%	5.0%	19.2%	12.5%
2013	32.3%	38.7%	36.6%	33.5%
2012	16.0%	16.7%	18.1%	16.5%
Avg Ret.	14.3%	13.5%	17.7%	14.3%

Monitor Market Progress:   You must monitor general market progress to make sure you are on track to reach your goal.  If you have adopted the 12% growth goal, you can break it down into a monthly goal.  As long as the general market is on track to reach your goal, 1% a month, there should be dozens of Leveraged ETFs that are also on track.