Total Return YTD % (28 Oct 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 (UPRO)	Russell 2000 (URTY)	Nasdaq 100 (TQQQ)	Wilsh 5000 (VTI)
2016	11.2%	7.7%	8.0%	5.8%
2015	-5.2%	-21.0%	17.2%	0.4%
2014	38.0%	5.9%	57.1%	12.5%
2013	118.5%	147.9%	139.7%	33.5%
2012	46.8%	44.6%	52.3%	16.5%
Avg Ret.	41.9%	37.0%	54.9%	13.7%

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 (28 Oct 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	212.54	214.15	Downtrend
Russell 2000	IWM	118.03	121.55	Downtrend
Nasdaq 100	QQQ	117.10	118.08	Downtrend
Wilshire 5000	VTI	108.82	109.98	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 (28 Oct 16): ERX $31.37

Buy (79) shares ERX @ $31.37
Target Price (10%): $34.50

Leveraged ETFs (28 Oct 16): YINN $17.27

Buy (144) shares YINN @ $17.27
Target Price (10%): $19.00

Leveraged ETFs (28 Oct 16): TNA $68.20

Buy (36) shares TNA @ $68.20
Target Price (10%): $75.02

Leveraged ETFs (28 Oct 16): URTY $79.81

 

Buy (31) shares URTY @ $79.81

Target Price (10%): $87.80

Long Call (28 Oct 16) XLU $48.46

Buy (1) Jan 18 45 C @ $5.20
Target Price (30%): $6.80

Long Put (28 Oct 16): GDX $23.81

Buy (1) Jan 18 25 P @ $5.05
Target Price (30%): $6.60

Total Return YTD % (21 Oct 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 (UPRO)	Russell 2000 (URTY)	Nasdaq 100 (TQQQ)	Wilsh 5000 (VTI)
2016	13.5%	16.3%	10.7%	6.8%
2015	-5.2%	-21.0%	17.2%	0.4%
2014	38.0%	5.9%	57.1%	12.5%
2013	118.5%	147.9%	139.7%	33.5%
2012	46.8%	44.6%	52.3%	16.5%
Avg Ret.	42.3%	38.7%	55.4%	13.9%

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 (21 Oct 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	213.98	214.60	Downtrend
Russell 2000	IWM	121.07	122.55	Downtrend
Nasdaq 100	QQQ	118.15	118.04	Uptrend
Wilshire 5000	VTI	109.80	110.31	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 (21 Oct 16): GUSH $85.26

Buy (29) shares GUSH @ $85.26
Target Price (10%): $93.80

Leveraged ETFs (21 Oct 16): UWTI $27.70

Buy (90) shares UWTI @ $27.70
Target Price (10%): $30.50

Leveraged ETFs (21 Oct 16): BRZU $47.63

Buy (52) shares BRZU @ $47.63
Target Price (10%): $52.40

Leveraged ETFs (21 Oct 16): ERX $32.58

Buy (76) shares ERX @ $32.58
Target Price (10%): $35.90

Long Call (21 Oct 16): GDXJ $41.82

Buy (1) Jan 18 55 C @ $5.00
Target Price (30%): $6.50

Long Put (21 Oct 16): VXX $31.57

Buy (1) Jan 18 23 P @ $5.30
Target Price (30%): $6.90

Total Return YTD % (14 Oct 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 (UPRO)	Russell 2000 (URTY)	Nasdaq 100 (TQQQ)	Wilsh 5000 (VTI)
2016	12.3%	14.6%	8.0%	6.3%
2015	-5.2%	-21.0%	17.2%	0.4%
2014	38.0%	5.9%	57.1%	12.5%
2013	118.5%	147.9%	139.7%	33.5%
2012	46.8%	44.6%	52.3%	16.5%
Avg Ret.	42.1%	38.4%	54.9%	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.