Friday, November 18, 2016

Total Return YTD % (18 Nov 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
20.4%
45.5%
7.8%
9.6%
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.
43.7%
44.6%
54.8%
14.5%

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 (18 Nov 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
218.50
214.32
Uptrend
Russell 2000
IWM
130.99
122.11
Uptrend
Nasdaq 100
QQQ
117.32
116.68
Uptrend
Wilshire 5000
VTI
112.77
110.04
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 (18 Nov 16): UGAZ $25.17

Buy (99) shares UGAZ @ $25.17
Target Price (10%): $27.70

Leveraged ETFs (18 Nov 16): GUSH $86.23

Buy (28) shares GUSH @ $86.23
Target Price (10%): $94.85

Leveraged ETFs (18 Nov 16): BOIL $12.37

Buy (202) shares BOIL @ $12.37
Target Price (10%): $13.60

Leveraged ETFs (18 Nov 16): UCO $9.19

Buy (272) shares UCO @ $9.19
Target Price (10%): $10.10

Leveraged ETFs (18 Nov 16): BIS $30.79

Buy (81) shares BIS @ $30.79
Target Price (10%): $33.90

Leveraged ETFs (18 Nov 16): RUSL $68.37

Buy (36) shares RUSL @ $68.37
Target Price (10%): $75.20

Sunday, November 6, 2016

Total Return YTD % (4 Nov 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
4.9%
1.3%
-1.6%
3.8%
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.
40.6%
35.7%
52.9%
13.3%

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.

Short-Term Trend (4 Nov 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
208.55
212.84
Downtrend
Russell 2000
IWM
115.74
119.77
Downtrend
Nasdaq 100
QQQ
113.65
117.24
Downtrend
Wilshire 5000
VTI
106.79
109.18
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 (4 Nov 16): UWTI $17.95

Buy (139) shares UWTI @ $17.95
Target Price (10%): $19.75

Leveraged ETFs (4 Nov 16): UCO $8.63

Buy (289) shares UCO @ $8.63
Target Price (10%): $9.50

Leveraged ETFs (4 Nov 16): YINN $16.36

Buy (152) shares YINN @ $16.36
Target Price (10%): $18.00

Leveraged ETFs (4 Nov 16): RUSL $58.58

Buy (42) shares RUSL @ $58.58
Target Price (10%): $64.50

Leveraged ETFs (4 Nov 16): EDC $56.63

Buy (44) shares EDC @ $56.63
Target Price (10%): $62.30

Leveraged ETFs (4 Nov 16): TQQQ $112.35

Buy (22) shares TQQQ @ $112.35
Target Price (10%): $123.60