Newsletter: Dec 2022
US Market Strategies
Performance
| Strategy | MTD | YTD | 36 Months | 60 Months |
|---|---|---|---|---|
| Buy & Hold (S&P 500) | -5.8% | -18.2% | 24.6% | 56.1% |
| Buy & Hold (S&P 500 with market timing) | -5.8% | -21.0% | 16.5% | 20.1% |
| Buy & Hold (60/40 Portfolio) | -3.8% | -15.8% | 11.7% | 33.0% |
| Buy Top ETFs (Global Balanced) | -1.4% | -4.7% | 48.0% | 47.8% |
| Buy Top ETFs (US Sectors) | -2.6% | 11.8% | 60.4% | 75.4% |
| Buy Top ETFs (Country Indexes) | -4.6% | -1.8% | 39.5% | 37.4% |
| Buy Top ETFs (Meta-Strategy) | -2.9% | 1.8% | 49.3% | 53.5% |
Positions
Buy & Hold (S&P 500 with market timing)
| Current SMA200 | Previous SMA200 | Action | Last Change |
|---|---|---|---|
| Below | Above | Sell | This Month |
Buy Top ETFs (Global Balanced)
| ETF | Current Rank |
Previous Rank |
Action | Price |
|---|---|---|---|---|
| XLE | 1 | 1 | Hold | $87.47 |
| IWD | 2 | 2 | Hold | $151.65 |
| GLD | 3 | 3 | Hold | $169.64 |
| EFA | 4 | 5 | ||
| IWN | 5 | 4 |
Buy Top ETFs (US Sectors)
| ETF | Current Rank |
Previous Rank |
Action | Price |
|---|---|---|---|---|
| XLE | 1 | 1 | Hold | $87.47 |
| XLI | 2 | 4 | Buy | $98.21 |
| XLV | 3 | 2 | Hold | $135.85 |
| XLP | 4 | 3 | Sell | $74.55 |
| XLF | 5 | 5 |
Buy Top ETFs (Country Indexes)
| ETF | Current Rank |
Previous Rank |
Action | Price |
|---|---|---|---|---|
| XLE | 1 | 1 | Hold | $87.47 |
| EWP | 2 | 6 | Buy | $24.18 |
| EWW | 3 | 2 | Hold | $49.45 |
| EWZ | 4 | 3 | Sell | $27.97 |
| EWA | 5 | 4 |
Canadian Market Strategies
Performance
| Strategy | MTD | YTD | 36 Months | 60 Months |
|---|---|---|---|---|
| Buy & Hold (TSX Comp.) | -4.8% | -5.8% | 22.8% | 37.6% |
| Buy & Hold (TSX Comp. with market timing) | -4.8% | -4.7% | 10.4% | 20.9% |
| Buy & Hold (60/40 Portfolio) | -3.5% | -8.0% | 11.0% | 23.0% |
| Buy Top ETFs (Global Diversified) | -2.2% | 12.7% | 94.8% | 150.1% |
Positions
Buy & Hold (TSX Comp. with market timing)
| Current SMA100 | Previous SMA100 | Action | Last Change |
|---|---|---|---|
| Below | Above | Sell | This Month |
Buy Top ETFs (Global Diversified)
| ETF | Current Rank |
Previous Rank |
Action | Price |
|---|---|---|---|---|
| XEG | 1 | 1 | Hold | $15.65 |
| XST | 2 | 2 | Hold | $83.91 |
| XGD | 3 | 3 | Hold | $17.38 |
| XSB | 4 | 5 | ||
| XFN | 5 | 4 |