U.S. Sector ETF Portfolio: November Lineup

Please see the right hand side of Scott's Investments for the November update to the US Sector ETFs. A summary of the data is listed below, including the percent each ETF is above the 200 day moving average.

Of note:

1. All of the US sector ETFs are above their 200 day moving average,
2. The top three based on 3-6-12 month returns are XLK (technology), XLY (consumer discretionary), XLE (energy).

Potential strategies an investor could employ would be the following:

1. Buy the top 3-6-12 or 6 month performers and hold for one month
2. Buy the top performers only if they are also above the 200 day moving average.
3. Buy any ETF which is above the 200 day moving average, sell if it drops below the 200 day average. Update once per month

For some additional background on the strategy please click here and/or check out Mebane Faber's The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

Ticker	Company	Free Trend Analysis	Performance (Quarter)	Half Year	Year	Sum	200-Day SMA
XLB	Materials Select Sector SPDR	Here	-2.30%	8.99%	16.24%	22.93%	12.96%
XLE	Energy Select Sector SPDR	Here	6.89%	13.50%	11.35%	31.74%	13.55%
XLF	Financial Select Sector SPDR	Here	5.64%	20.81%	-1.95%	24.50%	20.52%
XLI	Industrial Select Sector SPDR	Here	4.20%	12.65%	6.04%	22.89%	13.80%
XLK	Technology Select Sector SPDR	Here	3.57%	16.77%	24.68%	45.02%	16.22%
XLP	Consumer Staples Select Sector SPDR	Here	5.95%	16.88%	8.67%	31.50%	12.43%
XLU	Utilities Select Sector SPDR	Here	-1.87%	7.74%	0.00%	5.87%	4.53%
XLV	Health Care Select Sector SPDR	Here	0.54%	15.47%	7.26%	23.27%	7.44%
XLY	Consumer Discret Select Sector SPDR	Here	4.32%	12.93%	23.03%	40.28%	16.43%

Disclosure: Author holds no positions