Tactical ETF Review: 5.23.2011

The economy may be facing new headwinds, but the depth of the threat is still an open debate for those who worship at the altar of momentum and technical analysis. Representative ETFs for the major asset classes are no longer making new highs, but the selling so far has been modest. That’s no assurance that all’s well, of course, although the fact that prices have held up relatively well in the face of fresh macro worries is impressive. In fact, the latest round of anxiety has inspired the U.S. bond market to rally sharply, albeit for all the wrong reasons. Indeed, caution is in the air elsewhere. The week ahead may be a potent test for the crowd’s resiliency as updates arrive in the days to come for durable goods orders, initial jobless claims, and personal income and spending. Meantime, here’s a closer look at how the major asset classes stack up via proxy ETFs as of Friday’s close:


US STOCKS • Vanguard Total Market (VTI) • Benchmark: MSCI US Broad Market Index
Steady as she goes. U.S. equities are holding just above a support line…
VTI_May2011.GIF

FOREIGN DEVELOPED MARKET STOCKS • Vanguard Europe Pacific (VEA) • Benchmark: MSCI EAFE
Stocks in foreign developed markets are also taking a wait-and-see approach…
VEA_May2011.GIF

EMERGING MARKET STOCKS • Vanguard Emerging Markets (VWO) • Benchmark: MSCI Emerging Market
The sellers are more aggressive in emerging market stocks…
VWO_May2011.GIF

US BONDS • Vanguard Total Bond Market (BND) • Benchmark: Barclays US Aggregate
U.S. bonds have revived sharply over the past month on new concerns about the economy…
BND_May2011.GIF

INFLATION-INDEXED US TREASURIES • iShares Barclays TIPS Bond (TIP) • Benchmark: Barclays US TIPS
The rally in inflation-indexed Treasuries, however, seems to have run out of gas…
TIP_2011.GIF

HIGH YIELD BONDS • SPDR Barclays High Yield Bond (JNK) • Benchmark: Barclays High Yield Very Liquid
Technical strength in junk bonds continues to roll on…
JNK_2011.GIF

COMMODITIES • iPath Dow Jones-UBS Commodity (DJP) • Benchmark: DJ-UBS Commodity
Commodities have taken a hit amid worries of a new rough patch for the economy…
DJP_2011.GIF

REAL ESTATE INVESTMENT TRUSTS • Vanguard REIT (VNQ) • Benchmark: MSCI US REIT
The roaring bull market for REITs is taking a breather, but just barely…
VNQ_2011.GIF

FOREIGN DEVLOPED MARKET GOVERNMENT BONDS • SPDR Barclays Int’l Treasury (BWX)
Benchmark: Barclays Global Treasury ex-US Capped

In contrast with US bonds, foreign fixed income is on the defensive, due in no small part to the revival in the dollar’s fortunes in forex markets in recent weeks…
BWX_2011.GIF

EMERGING MARKET GOVERNMENT BONDS • Van Eck Market Vectors Emg Mkt Local Currency Bond (EMLC)
Benchmark: J.P. Morgan GBI-EMG Core

Buyers of emerging market bonds, on the other hand, aren’t so quick to give in to the bears…
EMLC_2011.GIF

FOREIGN GOVERNMENT INFLATION-LINKED BONDS • SPDR DB International Inflation-Protected Bond (WIP) •
Benchmark: DB Global Government ex-US Inflation-Linked Bond Capped

Buyers of foreign inflation-indexed bonds have fought the sellers back to a standoff in recent days…
WIP_2011.GIF

FOREIGN CORPORATE BONDS • PowerShares International Corporate Bond (PICB)
Benchmark: S&P International Corporate Bond

And the market in foreign corporate bonds is also, for the moment, sitting on a fence between the bulls and bears…
PICB_2011.GIF

Charts courtesy of StockCharts.com