Trends I'm Watching

Best Performing ETFs for the Past 13 Weeks – 10/30/2010

Trend: ProShares Ultra Silver (AGQ) led the 13-week performance (+83%). iPath DJ-UBS Cotton TR Sub-Idx ETN (BAL) and PowerShares DB Agriculture Dble Long ETN (DAG) were the second and third best performers, respectively.

The 20 ETFs with the best 13-week performance through 10/30/2010 tracked by Morningstar are shown below.

Name	Ticker	Category	Holdings	Morningstar	Last Price*	1-Wk	4-Wks	13-Wks	YTD	52-Wks	3-Yrs	5-Yrs
ProShares Ultra Silver	AGQ	Specialty - Precious Metals	holdings		$105.59	12.54	26.82	82.87	88.05	93.42	N/A	N/A
iPath DJ-UBS Cotton TR Sub-Idx ETN	BAL	Specialty - Natural Resources			$61.53	3.80	23.09	60.74	65.28	77.12	N/A	N/A
PowerShares DB Agriculture Dble Long ETN	DAG	Specialty - Natural Resources			$12.74	8.80	27.73	59.39	18.47	33.49	N/A	N/A
iPath DJ-UBS Sugar TR Sub-Idx ETN	SGG	Specialty - Natural Resources			$85.09	3.47	23.96	56.13	13.76	33.37	N/A	N/A
iPath DJ-UBS Softs TR Sub-Idx ETN	JJS	Specialty - Natural Resources			$70.33	3.35	18.70	38.83	37.85	51.38	N/A	N/A
iShares Silver Trust	SLV	Specialty - Precious Metals	holdings		$24.17	6.20	13.42	37.49	46.14	50.40	18.95	N/A
ETFS Physical Silver Shares	SIVR	Specialty - Precious Metals	holdings		$24.63	6.16	13.50	37.44	46.00	50.64	N/A	N/A
PowerShares DB Silver	DBS	Specialty - Precious Metals	holdings		$43.68	6.20	13.37	37.40	45.16	49.59	17.25	N/A
UBS E-TRACS CMCI Silver TR ETN	USV	Specialty - Precious Metals			$34.59	4.25	11.31	35.81	41.93	47.82	N/A	N/A
iShares MSCI All Peru Capped Index	EPU	Foreign Stock	holdings		$46.71	2.06	10.04	34.97	45.80	54.42	N/A	N/A
Direxion Daily Emrg Mkts Bull 3X Shares	EDC	Diversified Emerging Markets	holdings		$37.40	0.56	8.03	33.31	12.53	49.32	N/A	N/A
Internet HOLDRs	HHH	Specialty - Technology	holdings		$69.81	0.87	9.64	32.99	20.07	30.74	2.56	2.91
Direxion Daily Technology Bull 3X Shares	TYH	Specialty - Technology	holdings		$40.25	3.95	19.53	32.43	7.27	48.66	N/A	N/A
iPath DJ-UBS Tin TR Sub-Idx ETN	JJT	Specialty - Natural Resources			$60.56	-2.42	5.89	30.80	51.70	72.83	N/A	N/A
ProShares Ultra Gold	UGL	Specialty - Precious Metals	holdings		$65.33	4.48	7.06	30.62	46.21	58.36	N/A	N/A
PowerShares DB Gold Double Long ETN	DGP	Specialty - Precious Metals			$39.30	4.47	7.20	30.61	48.64	59.69	N/A	N/A
UBS E-TRACS CMCI Agriculture TR ETN	UAG	Specialty - Natural Resources			$28.00	4.09	14.19	30.60	24.50	33.84	N/A	N/A
ELEMENTS MLCX Biofuels Index TR ETN	FUE	Specialty - Natural Resources			$10.43	0.12	8.29	30.51	22.68	34.55	N/A	N/A
ProShares Ultra Basic Materials	UYM	Specialty - Natural Resources	holdings		$39.88	2.65	12.56	30.32	23.92	58.57	-24.47	N/A
Direxion Daily Energy Bull 3X Shares	ERX	Specialty - Natural Resources	holdings		$38.28	-0.60	15.84	29.32	-2.44	3.58	N/A	N/A

Disclosure: We may own any EFT above at any time.

Please verify the performance of any ETF before investing.

Best Performing ETFs for the Past 4 Weeks – 10/30/2010

Trend: PowerShares DB Agriculture Dble Long ETN (DAG) led the 4-week performance (+28%). ProShares Ultra Silver (AGQ) and iPath DJ-UBS Sugar TR Sub-Idx ETN (SGG) were the second and third best performers, respectively.

The 20 ETFs with the best four week performance through 10/30/2010 tracked by Morningstar are shown below.

Source: MSN Money Exchange Traded Funds (ETFs) Performance Tracker

Name	Ticker	Category	Holdings	Morningstar	Last Price*	1-Wk	4-Wks	13-Wks	YTD	52-Wks	3-Yrs	5-Yrs
PowerShares DB Agriculture Dble Long ETN	DAG	Specialty - Natural Resources			$12.74	8.80	27.73	59.39	18.47	33.49	N/A	N/A
ProShares Ultra Silver	AGQ	Specialty - Precious Metals	holdings		$105.59	12.54	26.82	82.87	88.05	93.42	N/A	N/A
iPath DJ-UBS Sugar TR Sub-Idx ETN	SGG	Specialty - Natural Resources			$85.09	3.47	23.96	56.13	13.76	33.37	N/A	N/A
iPath DJ-UBS Cotton TR Sub-Idx ETN	BAL	Specialty - Natural Resources			$61.53	3.80	23.09	60.74	65.28	77.12	N/A	N/A
Direxion Daily Technology Bull 3X Shares	TYH	Specialty - Technology	holdings		$40.25	3.95	19.53	32.43	7.27	48.66	N/A	N/A
iPath DJ-UBS Softs TR Sub-Idx ETN	JJS	Specialty - Natural Resources			$70.33	3.35	18.70	38.83	37.85	51.38	N/A	N/A
Direxion Daily Energy Bull 3X Shares	ERX	Specialty - Natural Resources	holdings		$38.28	-0.60	15.84	29.32	-2.44	3.58	N/A	N/A
PowerShares DB Agriculture Long ETN	AGF	Specialty - Natural Resources			$19.78	5.55	15.54	28.86	12.84	19.52	N/A	N/A
UBS E-TRACS CMCI Agriculture TR ETN	UAG	Specialty - Natural Resources			$28.00	4.09	14.19	30.60	24.50	33.84	N/A	N/A
Direxion Daily Real Estate Bull 3X Shrs	DRN	Specialty - Real Estate	holdings		$53.93	-5.58	13.87	20.76	55.04	123.18	N/A	N/A
iPath DJ-UBS Agriculture TR Sub-Idx ETN	JJA	Specialty - Natural Resources			$56.89	3.64	13.78	27.44	24.84	34.69	4.11	N/A
Direxion Daily 20+ Yr Trsy Bear 3X Shrs	TMV	Government Bond - Treasury	holdings		$38.40	2.70	13.78	-7.56	-43.74	-33.01	N/A	N/A
ETFS Physical Silver Shares	SIVR	Specialty - Precious Metals	holdings		$24.63	6.16	13.50	37.44	46.00	50.64	N/A	N/A
iShares Silver Trust	SLV	Specialty - Precious Metals	holdings		$24.17	6.20	13.42	37.49	46.14	50.40	18.95	N/A
ProShares Ultra Semiconductors	USD	Specialty - Technology	holdings		$33.00	7.46	13.40	12.91	-1.03	36.31	-24.89	N/A
PowerShares DB Silver	DBS	Specialty - Precious Metals	holdings		$43.68	6.20	13.37	37.40	45.16	49.59	17.25	N/A
ProShares Ultra Technology	ROM	Specialty - Technology	holdings		$58.30	2.66	13.23	22.30	10.31	37.50	-14.87	N/A
ProShares Ultra QQQ	QLD	Growth	holdings		$74.87	2.20	12.94	29.22	25.87	56.96	-13.72	N/A
PowerShares Global Agriculture	PAGG	Specialty - Natural Resources	holdings		$30.75	2.43	12.60	26.56	15.20	32.28	N/A	N/A
ProShares Ultra Basic Materials	UYM	Specialty - Natural Resources	holdings		$39.88	2.65	12.56	30.32	23.92	58.57	-24.47	N/A

Disclosure: We may own any EFT above at any time.

Please verify the performance of any ETF before investing.

Food Prices Continue To Rise

Trend: Food prices are increasing and will probably increase faster next year.

Addison Wiggin at The Daily Reckoning reports on the trends in food prices – excerpts below. He recommends the PowerShares DB Agriculture ETF (DBA) as an investment to make money from the trend.

Link: The Daily Reckoning

Every month, JP Morgan Chase dispatches a researcher to several supermarkets in Virginia. The task – to comparison shop for 31 items.

In July, the firm’s personal shopper came back with a stunning report: Wal-Mart had raised its prices 5.8% during the previous month. 

Prices for basic foodstuffs like corn and wheat remain below their 2008 highs. But they’re a lot higher than they were before “the food crisis of 2008” took hold. Here’s what’s happened to some key farm commodities so far in 2010…

• Corn: Up 63%
• Wheat: Up 84%
• Soybeans: Up 24%
• Sugar: Up 55%

Commodity Producers ETFs - Top Performance YTD

Trend: Gold and silver miners post the top performance YTD among commodity producers ETFs.

Source: ETFdb

Symbol	Name	Close	Change	Market Cap*	Avg Volume	YTD	200 EMA
GDXJ	Market Vectors Junior Gold Min	$36.34	-1.90%	$1,554.34	1,636,200	38.50%	$28.89
SIL	Global X Silver Miners ETF	$20.29	-0.49%	$149.41	211,941	36.97%	$15.79
PSAU	PowerShares Global Gold & Prec	$48.01	-0.83%	$57.13	10,647	24.60%	$40.54
GDX	Market Vectors Gold Miners ETF	$58.19	-1.34%	$8,261.01	9,901,800	24.24%	$50.02
LIT	Global X Lithium ETF	$19.93	-0.45%	$59.52	253,367	23.31%	$16.81
CU	First Trust ISE Global Copper	$37.22	-0.11%	$35.32	18,035	22.10%	$29.70
COPX	Global X Copper Miners ETF	$17.21	-0.41%	$18.85	37,672	16.76%	$13.72
GRES	IQ Global Resources ETF	$29.88	0.00%	$28.39	11,946	15.37%	$26.79
MOO	Market Vectors Agribusiness ET	$50.01	0.26%	$2,133.46	794,160	14.50%	$42.58
CRBA	Jefferies TR/J CRB Global Agri	$48.43	0.12%	$4.85	1,439	13.93%	$41.15
PAGG	PowerShares Global Agriculture	$30.07	0.57%	$58.97	22,361	13.09%	$25.48
CUT	Guggenheim Timber	$20.05	-0.55%	$115.65	79,902	11.02%	$18.13
XME	SPDR S&P Metals & Mining	$56.71	-0.85%	$745.05	4,013,750	8.95%	$50.67
WOOD	iShares S&P Global Timber & Fo	$43.13	-0.05%	$60.79	12,823	8.64%	$39.54
GNR	SPDR S&P Global Natural Resour	$54.45	0.07%	$8.17	13,908	8.22%	$50.66
HAP	Market Vectors RVE Hard Assets	$36.04	0.06%	$133.42	35,273	7.00%	$31.98
IGE	iShares S&P North Amer Natural	$36.61	-0.14%	$1,743.91	275,531	6.56%	$33.37
SLX	Market Vectors Steel ETF	$65.71	-0.30%	$353.75	269,738	6.49%	$59.21
CRBQ	Jefferies TR/J CRB Global Comm	$45.54	-0.13%	$70.49	18,422	6.01%	$40.58
PLTM	First Trust ISE Global Platinu	$32.19	-1.09%	$7.96	3,829	4.26%	$28.55
CRBI	Jefferies TR/J CRB Global Ind	$43.59	-0.21%	$4.35	1,817	2.87%	$38.83
PSTL	PowerShares Global Steel	$22.28	-1.08%	$5.51	4,220	-1.52%	$20.39

* Market Cap is shown in millions of dollars.

Foreclosure Fraud Trades: Short Real Estate ETFs (REK, SRS, DRV)

Trend: News about foreclosure documentation problems suggests that rising uncertainty in the real estate sector could undermine a recovery in home sales.

If you thing that real estate is going to get punished for legal issues surrounding foreclosures, you might review the followong ETFs. Be careful with leveraged ETFs – they are not long-term investments.

REK - Short Real Estate

REK Tracks This Index: Dow Jones U.S. Real Estate Index (-100%) 
Description: The index measures the performance of the real estate industry of the U.S. equity market.

SRS - ProShares UltraShort Real Estate 

SRS Tracks This Index: Dow Jones U.S. Real Estate Index (-200%) 
Description: ProShares UltraShort Real Estate seeks daily investment results, before fees and expenses, that correspond to twice (200%) the inverse (opposite) of the daily performance of the Dow Jones U.S. Real Estate Index

DRV - Daily Real Estate Bear 3x

DRV Tracks This Index: MSCI US REIT Index (-300%) 
Description: The Index is a free float market capitalization weighted index that is comprised of Equity REIT securities that belong to the MSCI US Investable Market 2500 Index. 

 

Best Performing ETFs for the Past 13 Weeks

Trend: Direxion Daily Emrg Mkts Bull 3X Shares (EDC) led the 13-week performance (+64%). Direxion Daily Small Cap Bull 3X Shares (TNA) and Direxion Daily Emrg Mkts Bull 3X Shares (EDC) were the second and third best performers, respectively.

The 20 ETFs with the best 13-week performance through 8/31/2010 tracked by Morningstar are shown below.

Source: MSN Money Exchange Traded Funds (ETFs) Performance Tracker

Name	Ticker	Category	Holdings	Morningstar	Last Price*	1-Wk	4-Wks	13-Wks	YTD	52-Wks	3-Yrs	5-Yrs
Direxion Daily Emrg Mkts Bull 3X Shares	EDC	Diversified Emerging Markets	holdings		$34.62	10.05	37.58	64.42	4.16	21.34	N/A	N/A
PowerShares DB Agriculture Dble Long ETN	DAG	Specialty - Natural Resources			$9.97	0.20	19.69	58.25	-7.26	4.73	N/A	N/A
iPath DJ-UBS Sugar TR Sub-Idx ETN	SGG	Specialty - Natural Resources			$68.64	0.53	24.69	54.95	-8.23	-3.39	N/A	N/A
Direxion Daily Dev Mkts Bull 3X Shrs	DZK	Foreign Stock	holdings		$58.46	5.40	32.10	54.89	-12.09	-11.59	N/A	N/A
PowerShares DB Base Metals Dble Long ETN	BDD	Specialty - Natural Resources			$15.72	2.28	18.65	46.04	-10.98	32.41	N/A	N/A
ProShares Ultra Basic Materials	UYM	Specialty - Natural Resources	holdings		$35.43	3.44	21.57	43.54	10.09	29.72	-24.71	N/A
iPath DJ-UBS Tin TR Sub-Idx ETN	JJT	Specialty - Natural Resources			$57.19	3.10	16.36	40.03	43.26	60.83	N/A	N/A
ProShares Ultra MSCI Emerging Markets	EET	Diversified Emerging Markets	holdings		$96.14	6.52	24.10	39.92	9.86	24.47	N/A	N/A
Direxion Daily Energy Bull 3X Shares	ERX	Specialty - Natural Resources	holdings		$33.05	10.26	30.20	39.84	-15.79	-4.37	N/A	N/A
Direxion Daily Mid Cap Bull 3X Shares	MWJ	Growth	holdings		$34.28	8.02	33.85	39.84	20.48	38.34	N/A	N/A
ProShares Ultra Telecommunications	LTL	Specialty - Communications	holdings		$46.63	4.11	18.44	36.67	19.67	36.13	N/A	N/A
ELEMENTS MLCX Biofuels Index TR ETN	FUE	Specialty - Natural Resources			$9.63	5.71	19.32	36.21	13.29	21.13	N/A	N/A
ProShares Ultra MSCI EAFE	EFO	Foreign Stock	holdings		$75.17	0.88	20.35	35.93	-4.14	-1.64	N/A	N/A
Direxion Daily Real Estate Bull 3X Shrs	DRN	Specialty - Real Estate	holdings		$47.36	4.20	12.02	35.43	36.15	63.09	N/A	N/A
Direxion Daily Large Cap Bull 3X Shares	BGU	Growth	holdings		$52.75	4.76	28.50	35.17	3.15	20.32	N/A	N/A
iShares MSCI Thailand Invest Mkt Index	THD	Pacific Stock	holdings		$62.06	4.71	12.18	34.71	49.35	52.85	N/A	N/A
Direxion Daily Technology Bull 3X Shares	TYH	Specialty - Technology	holdings		$33.67	4.57	39.88	34.68	-10.25	20.64	N/A	N/A
Market Vectors Solar Energy ETF	KWT	Specialty - Natural Resources	holdings		$12.99	7.18	17.45	34.19	-16.25	-13.50	N/A	N/A
ProShares UltraPro S&P500	UPRO	Growth	holdings		$152.76	4.15	27.94	34.16	1.66	18.27	N/A	N/A
Guggenheim Solar	TAN	Specialty - Natural Resources	holdings		$8.61	8.58	18.11	33.49	-16.00	-12.77	N/A	N/A

Disclosure: We may own any EFT above at any time.

Please verify the performance of any ETF before investing.

Best Performing ETFs for the Past 4 Weeks

Trend: Direxion Daily Technology Bull 3X Shares (TYH) led the 4-week performance (+40%). Direxion Daily Small Cap Bull 3X Shares (TNA) and Direxion Daily Emrg Mkts Bull 3X Shares (EDC) were the second and third best performers, respectively.

The 20 ETFs with the best four week performance through 9/30/2010 tracked by Morningstar are shown below.

Source: MSN Money Exchange Traded Funds (ETFs) Performance Tracker

Name	Ticker	Category	Holdings	Morningstar	Last Price*	1-Wk	4-Wks	13-Wks	YTD	52-Wks	3-Yrs	5-Yrs
Direxion Daily Technology Bull 3X Shares	TYH	Specialty - Technology	holdings		$33.67	4.57	39.88	34.68	-10.25	20.64	N/A	N/A
Direxion Daily Small Cap Bull 3X Shares	TNA	Small Company	holdings		$47.06	12.11	39.38	29.07	10.33	18.70	N/A	N/A
Direxion Daily Emrg Mkts Bull 3X Shares	EDC	Diversified Emerging Markets	holdings		$34.62	10.05	37.58	64.42	4.16	21.34	N/A	N/A
Direxion Daily Mid Cap Bull 3X Shares	MWJ	Growth	holdings		$34.28	8.02	33.85	39.84	20.48	38.34	N/A	N/A
B2B Internet HOLDRs	BHH	Specialty - Technology	holdings		$0.75	8.09	33.15	24.30	65.77	77.57	16.38	10.11
Direxion Daily Dev Mkts Bull 3X Shrs	DZK	Foreign Stock	holdings		$58.46	5.40	32.10	54.89	-12.09	-11.59	N/A	N/A
Direxion Daily Energy Bull 3X Shares	ERX	Specialty - Natural Resources	holdings		$33.05	10.26	30.20	39.84	-15.79	-4.37	N/A	N/A
ProShares Ultra Russell2000 Growth	UKK	Small Company	holdings		$35.17	8.28	29.54	23.93	14.30	21.95	-20.71	N/A
Direxion Daily Large Cap Bull 3X Shares	BGU	Growth	holdings		$52.75	4.76	28.50	35.17	3.15	20.32	N/A	N/A
ProShares UltraPro S&P500	UPRO	Growth	holdings		$152.76	4.15	27.94	34.16	1.66	18.27	N/A	N/A
ProShares Ultra QQQ	QLD	Growth	holdings		$66.29	1.62	27.44	31.02	11.46	30.06	-13.62	N/A
ProShares Ultra Semiconductors	USD	Specialty - Technology	holdings		$29.10	8.29	27.08	8.81	-12.72	2.64	-29.15	N/A
ProShares Ultra Technology	ROM	Specialty - Technology	holdings		$51.49	3.56	26.23	24.07	-2.57	18.86	-14.81	N/A
ProShares Ultra Russell MidCap Growth	UKW	Growth	holdings		$37.07	5.55	25.79	29.48	17.09	31.41	-19.72	N/A
ProShares Ultra Silver	AGQ	Specialty - Precious Metals	holdings		$83.26	5.92	25.78	32.87	48.28	45.43	N/A	N/A
ProShares Ultra Russell2000	UWM	Small Company	holdings		$31.78	8.09	25.73	20.72	12.13	19.33	-22.30	N/A
iPath DJ-UBS Sugar TR Sub-Idx ETN	SGG	Specialty - Natural Resources			$68.64	0.53	24.69	54.95	-8.23	-3.39	N/A	N/A
ProShares Ultra Industrials	UXI	Specialty - Unaligned	holdings		$36.11	4.69	24.23	26.45	16.34	29.14	-23.94	N/A
ProShares Ultra MSCI Emerging Markets	EET	Diversified Emerging Markets	holdings		$96.14	6.52	24.10	39.92	9.86	24.47	N/A	N/A
ProShares Ultra Consumer Services	UCC	Specialty - Unaligned	holdings		$39.94	4.69	23.61	28.29	18.60	34.34	-13.78	N/A

Disclosure: We may own any EFT above at any time.

Please verify the performance of any ETF before investing.