XLV

Despite Big Market Gains, Lots of Attractive Opportunities Remain

The market (SPY) has been on fire this year (+21.4%), however plenty of very attractive long-term investment opportunities remain. This week’s Weekly shares the performance of each of our holdings across all three of our strategies, and then provides concise commentary on attractive opportunities among REITs, healthcare, growth stocks and our high-income low-beta “Alternative Fixed Income” strategy. We conclude with a little advice.

New Trades and Year-End Performance

We finished the last trading-day of 2016 with two new purchases. We also finished the full-year with all three strategies (Income Equity, Disciplined Growth, and Smart Beta) beating the S&P 500. The two trades were in the Disciplined Growth and Smart Beta (ETF-only) portfolios, and we detail them in this report. We also believe all three strategies are well-positioned for continued out-performance in 2017. Please login to review the new trades and all of our current holdings.

5 Exchange Traded Funds (ETFs) for 2017

The following table shows the performance of 40 sector and industry ETFs sorted by year-to-date total returns. And not surprisingly, given the high political uncertainty this year, health care (and biopharmaceuticals, in particular) have performed very poorly, especially versus the S&P 500 which is up 13% this year. This article details five specific ETFs (across markets, sectors and industries) that we believe are particularly attractive headed into 2017...