Index & Sector ETF Signals - 5/12/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Low Consolidating gains; attractive entry
 SPY  Bullish Low

 Consolidating gains; overbought

 QQQ Bullish Med Pushing to new highs; overbought
 IWM Bullish Med Trading range
 DBA Bearish Low Continues working on long term bottom
 GLD Bullish Low Modest retracement; attractive entry
 VGK Bullish Low Firm uptrend; nice value
 UUP Bullish Low Attractive entry following consolidation
 TLT Bearish Hi Broke resistance near 122.
EEM Bullish Low Overbought


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Strong trend; overbought
XLU Bullish Med Trading range
XLI  Bullish Med Attractive entry
XLB Bullish Low consolidating gains; attractive entry
XLV  Bullish Low Firm uptrend; attactive entry following pullback 
XLE Bullish Low Consolidated gains; attractive entry
XLP  Bullish Med Strong uptrend
XLY Bullish Hi Bullish breakout; nearing overbought
XLF  Bullish Low Attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 5/5/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1613 Hits

Index & Sector ETF Signals - 5/5/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Low Consolidating gains; attractive entry
 SPY  Bullish Low

 Consolidating gains; attractive entry

 QQQ Bullish Med Pushing to new highs
 IWM Bullish Med Trading range
 DBA Bearish Low Continues working on long term bottom
 GLD Bullish Low Modest retracement; attractive entry
 VGK Bullish Low Firm uptrend; nice value
 UUP Bullish Low Attractive entry following consolidation
 TLT Bearish Hi Broke resistance near 122.
EEM Bullish Low Attractive entry


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Strong trend; nearing overbought
XLU Bullish Med Backed off resistance at 53; trading range
XLI  Bullish Med Attractive entry
XLB Bullish Low Strong bullish trend; attractive entry
XLV  Bullish Low Firm uptrend; attactive entry following pullback 
XLE Bullish Low Consolidated gains; attractive entry
XLP  Bullish Med Strong uptrend
XLY Bullish Hi Bullish breakout; nearing overbought
XLF  Bullish Low Near major support; attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 5/5/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1539 Hits

Index & Sector ETF Signals - 4/28/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Low Consolidating gains; attractive entry
 SPY  Bullish Low

 Consolidating gains; attractive entry

 QQQ Bullish Med Pushing to new highs
 IWM Bullish Med Trading range
 DBA Bearish Low Continues working on long term bottom
 GLD Bullish Low Modest retracement; attractive entry
 VGK Bullish Low Firm uptrend; nice value
 UUP Bullish Low Attractive entry following consolidation
 TLT Bearish Hi Broke resistance near 122.
EEM Bullish Low Attractive entry


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Strong trend; nearing overbought
XLU Bullish Med Backed off resistance at 53; trading range
XLI  Bullish Med Attractive entry
XLB Bullish Low Strong bullish trend; attractive entry
XLV  Bullish Low Firm uptrend; attactive entry following pullback 
XLE Bullish Low Consolidated gains; attractive entry
XLP  Bullish Med Strong uptrend
XLY Bullish Hi Bullish breakout; nearing overbought
XLF  Bullish Low Near major support; attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 4/21/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1472 Hits

Index & Sector ETF Signals - 4/21/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Low Consolidating gains; attractive entry
 SPY  Bullish Low

 Consolidating gains; attractive entry

 QQQ Bullish Med Pushing to new highs
 IWM Bullish Med Trading range
 DBA Bearish Low Continues working on long term bottom
 GLD Bullish Hi Settled back from resistance near 123
 VGK Bullish Low Firm uptrend; nice value
 UUP Bullish Low Attractive entry following consolidation
 TLT Bearish Hi Broke resistance near 122.
EEM Bullish Low Attractive entry


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Strong trend; nearing overbought
XLU Bullish Med Backed off resistance at 53; trading range
XLI  Bullish Med Attractive entry
XLB Bullish Low Strong bullish trend; attractive entry
XLV  Bullish Low Firm uptrend; attactive entry following pullback 
XLE Bullish Low Consolidated gains; attractive entry
XLP  Bullish Med Strong uptrend
XLY Bullish Hi Bullish breakout; nearing overbought
XLF  Bullish Low Near major support; attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 4/21/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1296 Hits

Index & Sector ETF Signals - 4/14/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Consolidating gains; attractive entry
 SPY  Bullish Med

 Consolidating gains; attractive entry

 QQQ Bullish Med Consolidating gains; attractiv entry
 IWM Bullish Med Trading range
 DBA Bearish Med Continues working on long term bottom
 GLD Bullish Hi Settling back from resistance; attractive entry
 VGK Bullish Low Positive momentum; firm uptrend; nice value
 UUP Bullish Low Firm uptrend
 TLT Bearish Med Support near 116.
EEM Bullish Low Attractive entry at 36.50


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Overbought
XLU Bullish Med Backed off resistance at 51; trading range
XLI  Bullish Hi Overbought
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Med Firm uptrend; attactive entry following pullback 
XLE Bullish Low Consolidated gains; attractive entry
XLP  Bullish Med Nice rally; resumption of uptrend; a bit overbought
XLY Bullish Med Bullish breakout; overbought
XLF  Bullish Low Near major support; attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 4/7/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1420 Hits

Index & Sector ETF Signals - 4/7/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Consolidating gains; attractive entry
 SPY  Bullish Med

 Consolidating gains;  attractive entry

 QQQ Bullish Med Consolidating gains; attractiv entry
 IWM Bullish Med Trading range
 DBA Bearish Med Continues working on long term bottom
 GLD Bullish Hi Settling back from resistance; attractive entry
 VGK Bullish Low Positive momentum; firm uptrend; nice value
 UUP Bullish Low Firm uptrend
 TLT Bearish Med Support near 116.
EEM Bullish Low Attractive entry at 36.50


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Overbought
XLU Bullish Med Backed off resistance at 51; trading range
XLI  Bullish Hi Overbought
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Med Firm uptrend; attactive entry following pullback 
XLE Bullish Low Consolidated gains; attractive entry
XLP  Bullish Med Nice rally; resumption of uptrend; a bit overbought
XLY Bullish Med Bullish breakout; overbought
XLF  Bullish Low Near major support; attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 4/7/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      

 

Continue reading
1237 Hits

Index & Sector ETF Signals - 3/31/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Hi Consolidating gains; consider entry near 205
 SPY  Bullish Hi

 Consolidating gains;  long entry near 226

 QQQ Bullish Hi Overbought; entry near 128
 IWM Bullish Med At major support; Look for entry near 133
 DBA Bearish Med Setback from forming from long term bottom
 GLD Bullish Hi Settling back from resistance; attractive entry
 VGK Bullish Low Positive momentum; firm uptrend; nice value
 UUP Bullish Low Sitting at major support; attractive entry
 TLT Bearish Med Support near 116.
EEM Bullish Low Attractive entry at 36.50


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Overbought
XLU Bullish Med Backed off resistance at 51; possible trading range
XLI  Bullish Hi Overbought
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Med Nice breakout; firm uptrend; breaking resistance 
XLE Bullish Low 13% correction from recent high; attractive entry
XLP  Bullish Med Nice rally; resumption of uptrend; a bit overbought
XLY Bullish Med Bullish breakout; overbought
XLF  Bullish Low Near major support; attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 2/24/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1379 Hits

Index & Sector ETF Signals - 3/24/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Hi Consolidating gains; consider entry near 205
 SPY  Bullish Hi

 Consolidating gains;  long entry near 226

 QQQ Bullish Hi Overbought; entry near 128
 IWM Bullish Med At major support; Look for entry near 133
 DBA Bearish Med Setback from forming from long term bottom
 GLD Bullish Hi Settling back from resistance; attractive entry
 VGK Bullish Low Positive momentum; firm uptrend; nice value
 UUP Bullish Low Sitting at major support; attractive entry
 TLT Bearish Med Support near 116.
EEM Bullish Low Attractive entry at 36.50


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Overbought
XLU Bullish Med Backed off resistance at 51; possible trading range
XLI  Bullish Hi Overbought
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Med Nice breakout; firm uptrend; breaking resistance 
XLE Bullish Low 13% correction from recent high; attractive entry
XLP  Bullish Med Nice rally; resumption of uptrend; a bit overbought
XLY Bullish Med Bullish breakout; overbought
XLF  Bullish Low Near major support; attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 2/24/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1257 Hits

Index & Sector ETF Signals - 3/17/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Hi Overbought; consider entry near 205
 SPY  Bullish Hi

 Overbought; long entry near 225

 QQQ Bullish Hi Overbought; entry near 128
 IWM Bullish Med Look for entry near 133
 DBA Bearish Med Setback from forming from long term bottom
 GLD Bullish Hi Settling back from resistance; attractive entry
 VGK Bullish Low Positive momentum; firm uptrend; nice value
 UUP Bullish Med Trading range but looking healthy
 TLT Bearish Med Support near 116.
EEM Bullish Low Attractive entry at 36.50


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Overbought
XLU Bullish Med Backed off resistance at 51; possible trading range
XLI  Bullish Hi Overbought
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Med Nice breakout; firm uptrend; breaking resistance 
XLE Bullish Low Attractive entry following consolidation 
XLP  Bullish Med Nice rally; resumption of uptrend; a bit overbought
XLY Bullish Med Bullish breakout; overbought
XLF  Bullish Med Attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 2/24/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1203 Hits

Index & Sector ETF Signals - 3/10/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Hi Overbought; consider entry near 205
 SPY  Bullish Hi

 Overbought; long entry near 225

 QQQ Bullish Hi Overbought; entry near 128
 IWM Bullish Med Look for entry near 133
 DBA Bearish Med Setback from forming from long term bottom
 GLD Bullish Hi Settling back from resistance; attractive entry
 VGK Bullish Low Positive momentum; firm uptrend; nice value
 UUP Bullish Med Trading range but looking healthy
 TLT Bearish Med Support near 116.
EEM Bullish Low Attractive entry at 36.50


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi Overbought
XLU Bullish Med Backed off resistance at 51; possible trading range
XLI  Bullish Hi Overbought
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Med Nice breakout; firm uptrend; breaking resistance 
XLE Bullish Low Attractive entry following consolidation 
XLP  Bullish Med Nice rally; resumption of uptrend; a bit overbought
XLY Bullish Med Bullish breakout; overbought
XLF  Bullish Med Attractive entry


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 2/24/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1183 Hits

Index & Sector ETF Signals - 3/3/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Hi Overbought
 SPY  Bullish Hi

 Overbought

 QQQ Bullish Hi Overbought
 IWM Bullish Med Settled back a bit from highs
 DBA Bearish Med Setback from forming from long term bottom
 GLD Bullish Hi Near resistance; overbought
 VGK Bullish Low Positive momentum; firm uptrend; nice value
 UUP Bullish Med Trading range but looking healthy
 TLT Bearish Med Resistance near 122
EEM Bullish Low Break to highs; overbought; entery near 37.5


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi New highs; overbought
XLU Bullish Med Broke resistance at 51; overbought
XLI  Bullish Hi Bullish breakout; overbought
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Med Nice breakout; firm uptrend; resistance 75.50
XLE Bullish Low Attractive entry following consolidation 
XLP  Bullish Med Nice rally; resumption of uptrend; a bit overbought
XLY Bullish Med Bullish breakout
XLF  Bullish Hi Bullish breakout


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 2/24/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1252 Hits

Index & Sector ETF Signals - 2/24/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Hi Breakout to new high; overbought
 SPY  Bullish Hi

 New high; overbought

 QQQ Bullish Hi New high; overbought
 IWM Bullish Med Settled back a bit from highs
 DBA Bearish Med Setback from forming from long term bottom
 GLD Bullish Hi Near resistance; overbought
 VGK Bullish Low Positive momentum; firm uptrend; nice value
 UUP Bullish Med Trading range but looking healthy
 TLT Bearish Med Resistance near 122
EEM Bullish Low Break to highs; overbought; entery near 37.5


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Hi New highs; overbought
XLU Bullish Med Broke resistance at 51; overbought
XLI  Bullish Hi Bullish breakout; overbought
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Med Nice breakout; firm uptrend; resistance 75.50
XLE Bullish Low Attractive entry following consolidation 
XLP  Bullish Med Nice rally; resumption of uptrend; a bit overbought
XLY Bullish Med Bullish breakout
XLF  Bullish Hi Bullish breakout


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 2/24/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives         
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1060 Hits

Index & Sector ETF Signals - 2/10/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Breakout to new high; overbought
 SPY  Bullish Med

 New high; overbought

 QQQ Bullish Med New high; overbought
 IWM Bullish Med  Break out to new high
 DBA Bullish Lo Uptrend forming from long term bottom
 GLD Bullish Hi Near resistance; overbought
 VGK Bullish Low Positive momentum; firm uptrend
 UUP Bullish Med Hitting resistance
 TLT Bearish Med Testing December lows
EEM Bullish Low Rallying; long way to new highs; nice long potential


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Med New highs; overbought
XLU Bullish Hi Consolidating recent gains; looking to resume uptrend
XLI  Bullish Med Bullish breakout; overbought
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Hi Hitting resistance and overbought 
XLE Bullish Low Attractive entry following consolidation 
XLP  Bullish Low Uptrend firming; attractive entry
XLY Bullish Med Bullish breakout
XLF  Bullish Med Bullish breakout


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 2/3/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1061 Hits

Index & Sector ETF Signals - 2/3/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Breakout to new high
 SPY  Bullish Med

 New high

 QQQ Bullish Med New high 
 IWM Bullish Med  Break out
 DBA Bearish Lo Uptrend forming
 GLD Bullish Low Positive moving average cross; long run potential 
 VGK Bullish Low Positive momentum; firm uptrend
 UUP Bullish Low Modest retracement; attractive entry 
 TLT Bearish Med Testing December lows
EEM Bullish Low Rallying to new highs


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Med New highs 
XLU Bullish Hi Consolidating recent gains; looking to resume uptrend
XLI  Bullish Med Bullish breakout
XLB Bullish Low Strong bullish trend forming; attractive entry
XLV  Bullish Low Returning to an uptrend 
XLE Bullish Low Attractive entry 
XLP  Bullish Low Uptrend firming; attractive entry
XLY Bullish Med Bullish breakout
XLF  Bullish Med Bullish breakout


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 2/3/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1050 Hits

Index & Sector ETF Signals - 1/27/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Breakout to new high
 SPY  Bullish Med

 New high

 QQQ Bullish Med New high 
 IWM Bullish Med  Break out
 DBA Bearish Lo Rally looking tired
 GLD Bullish Low Positive moving average cross 
 VGK Bullish Low Positive momentum; firm uptrend
 UUP Bullish Low Modest retracement; attractive entry 
 TLT Bearish Med Testing December lows
EEM Bullish Low Resumption of uptrend


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Med New highs 
XLU Bullish Hi Consolidating recent gains
XLI  Bullish Med Bullish breakout
XLB Bullish Low Strong bullish trend forming
XLV  Bullish Low Slowly returning to an uptrend 
XLE Bullish Low Attractive entry 
XLP  Bullish Low Uptrend firming; attractive entry
XLY Bullish Med Bullish breakout
XLF  Bullish Med Bullish breakout


 

 

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 1/13/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1126 Hits

Index & Sector ETF Signals - 1/20/2017 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Trading-range pattern, looking to break out 
 SPY  Bullish Med  Trading-range pattern, looking to break out
 QQQ Bullish Med New highs 
 IWM Bullish Med  Trading-range pattern, looking to break out
 DBA Bearish Lo Rally looking tired
 GLD Bullish Low Positive moving average cross 
 VGK Bullish Low Positive momentum; firm uptrend
 UUP Bullish Low Modest retracement; attractive entry 
 TLT Bearish Med Testing December lows
EEM Bullish Low Resumption of uptrend


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Med New highs 
XLU Bullish Hi Consolidating recent gains
XLI  Bullish Med Trading-range pattern, looking to break out 
XLB Bullish Low Trading-range pattern, looking to break out 
XLV  Bullish Low Slowly returning to an uptrend 
XLE Bullish Low Attractive entry 
XLP  Bullish Low Uptrend firming; attractive entry
XLY Bullish Med Overbought 
XLF  Bullish Med Trading-range pattern, looking to break out


 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's trading in an uptrend, not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 12/02/16

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 1/13/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1132 Hits

Index & Sector ETF Signals - 1/13/17 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Trading-range pattern, looking to break out 
 SPY  Bullish Med  Trading-range pattern, looking to break out
 QQQ Bullish Med New highs 
 IWM Bullish Med  Trading-range pattern, looking to break out
 DBA Bearish Lo Rally looking tired
 GLD Bearish Low Overbought 
 VGK Bullish Low Positive momentum; firm uptrend
 UUP Bullish Low Modest retracement; attractive entry 
 TLT Bearish Med Oversold 
EEM Bullish Low Resumption of uptrend


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Med New highs 
XLU Bullish Hi Consolidating recent gains
XLI  Bullish Med Trading-range pattern, looking to break out 
XLB Bullish Low Trading-range pattern, looking to break out 
XLV  Bullish Low Slowly returning to an uptrend 
XLE Bullish Low  
XLP  Bullish Med Uptrend looking tired
XLY Bullish Med  
XLF  Bullish Med Trading-range pattern, looking to break out


 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's trading in an uptrend, not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 12/02/16

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 1/13/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1094 Hits

Index & Sector ETF Signals - 1/6/17 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med  
 SPY  Bullish Med  
 QQQ Bullish Med  
 IWM Bullish Low  
 DBA Bearish Hi Bottoming process 
 GLD Bearish Med  
 VGK Bullish Low Positive momentum; firm uptrend
 UUP Bullish Low  
 TLT Bearish Med Oversold 
EEM Bullish Low Firm uptrend


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Med  
XLU Bullish Med Resuming its uptrend 
XLI  Bullish Med  
XLB Bullish Low  
XLV  Bullish Low  
XLE Bullish Low  
XLP  Bullish Low Uptrend catching on 
XLY Bullish Med  
XLF  Bullish Med  


 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's trading in an uptrend, not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 12/02/16

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 1/1/2017   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
1009 Hits

Index & Sector ETF Signals - 12/23/16 Update

No Updates planned for 12/30 market close.

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish High Overbought 
 SPY  Bullish Med  
 QQQ Bullish Med  
 IWM Bullish Low  
 DBA Bearish Med Bottoming process 
 GLD Bearish Med 100-102 major support; attractive cost-avg. entry 
 VGK Bullish Low Positive momentum; nice entry point 
 UUP Bullish Low  
 TLT Bearish Hi Oversold 
EEM Bearish Med Laggard searching for a bottom 


 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Low  
XLU Neutral Hi Resuming its uptrend 
XLI  Bullish High  
XLB Bullish Low  
XLV  Bullish Low Attractive entry 
XLE Bullish Low Overbought 
XLP  Bullish Low New uptrend 
XLY Bullish Med  
XLF  Bullish Med Overbought 


 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's trading in an uptrend, not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 12/02/16

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 12/16/2016   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
983 Hits

Index & Sector ETF Signals - 12/16/16 Update

TrendFlex signals for the major index and sector SPDR ETF's below are based on a trend-following system filtered to identify the "risk" to a change in the trend. 

Major Index ETF's 

 Symbol  Trend

Trend Change Risk

Notes
 DIA Bullish Med Breakout to highs
 SPY  Bullish Med Breakout to highs 
 QQQ Bullish Low Finally catching up to the broader market
 IWM Bullish Low Strong breakout to highs; bullish for equities overall
 DBA Bearish Med Struggling to find a base
 GLD Bearish Med Deeply oversold but technically weak
 VGK Bullish Low Bounced from 40-45 support; crossed 50-day average
 UUP Bullish Low Clear uptrend but overbought
 TLT Bearish Hi Remains near major support near 117; oversold
EEM Bearish Low  Weak technicals; support near 34

 Sector SPDR ETF's

 Symbol  Trend

Trend Change Risk

Notes
XLK Bullish Low  Attractive entry point following setback
XLU Neutral Hi

Oversold; at major support

XLI  Bullish Low Bullish breakout
XLB Bullish Low Bullish breakou; attractive entry point
XLV  Bullish Low Still an attractive entry point 
XLE Bullish Low Overbought
XLP  Bullish Low Uptrend resumed
XLY Bullish Med Bounced as expected; now overbought
XLF  Bullish Med Overbought 

 

 

ETF Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Bullish ETF's ETF's trading in an uptrend, not overbought, actively-traded, price>$10. Excludes leveraged ETF's wrapper 12/02/16

ETF Technical Leaders

The following table represents ETF's that are in bullish trends and represent technically attractive reward-to-risk entry points (for example, we will shy away from adding an overbought ETF). Although these ETF selections have been pre-screened, investors are advised to pursue their own research to determine whether they are appropriate for their portfolios. Selections are time-sensitive and represent short-term swing trading opportunities that may or may not follow-through on a longer-term basis. In addition, selections may be voided once a market trend change has occurred based on the TrendFlex signals. Visit our FAQ's  for more suggestions regarding ETF Zone. Check back frequently as additional ETF's may be added to the week's list. 

Symbol Rationale Close Date Added
EWI iShares Italy ETF inexpensive and possible long-term bottom formed 22.13 12/02/16
XLY Retracement from recent gains; attractive entry point 81.44 12/02/16 
XLV  Post-election catch-up;  nearing positive moving avg. cross (50 over 200 day)  70.49 11/11/16 

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website, and our ETF Signals analysis.  Portfolio allocation corresponds to an investor profile of moderate risk and a 20-year investment horizon.  Updates to Asset Allocation may be issued more frequently depending on market conditions.

Asset Allocation Strategy - 12/16/2016   

Instrument 

Underweight

Neutral

Overweight

Equities            
Fixed Income            ♦       
Alternatives      ♦      
Cash          

Equities

Style

Large Caps      
   
Mid Caps          
Small Caps         ♦    

Sector

Staples           
Discretionary           
Technology          
Utilities    
     
Industrials          
Healthcare      
   
Materials        
Financials          
Energy      
   
Regions     
US          
Eurozone          
China    
     
India          
Japan          
Emerging Asia          
EMEA          
Latin America          

Fixed Income

Investment Grade          
High Yield          
Developed Market          
Emerging Market          
Treasuries          
TIPS          
Municipal          

Alternatives

Commodities          
Absolute Return        
REITS      
Convertible Bonds      
Continue reading
985 Hits