Blog Details

Blog Details


Stock Market Returns 2018

Card image cap

Stock Market & Assets Review 2018

Well, it was a negative year with almost all assets in the red. It was another year for the King US Dollar.

Equity ETFs (USD)

Almost all the major ETFs ended up in negative territory with the Nasdaq technology (QQQ ETF) losing only 2.4% and the S&P 500 ETF losing 7.51%. Both Brazil and India performed better than the S&P 500.

The US dollar bull ETF (UUP) was one of the best performer up 5.68%, the Cyber security ETF (HACK) up 5.24% and the natural gas ETF being the top performer of the major ETFs, up 18.92%.

From the sector ETFs, only the healthcare and utility ETFs ended up in positive territory. Financial, Energy and Materials took the worst battering.

Top 50 Major ETFs (USD)

 

Symbol Name Last Wtd Alpha YTD %Chg 1M %Chg 3M %Chg 52W %Chg
QQQ Nasdaq QQQ Invesco ETF 152.97 -8.7 -1.79% -9.32% -17.67% -2.40%
ONEQ Nasdaq Composite ETF 258.35 -11.3 -4.71% -9.70% -18.14% -5.30%
EWZ Brazil Ishares MSCI ETF 38.08 -4.5 -5.86% -4.35% 12.90% -5.53%
INDA India MSCI Ishares ETF 33.36 -5.9 -7.51% 0.57% 2.74% -6.50%
DIA Dow Industrials SPDR 230.48 -10.4 -6.83% -9.20% -12.83% -7.11%
SPY S&P 500 SPDR 247.75 -11.7 -7.16% -9.77% -14.78% -7.51%
RSX Russia Vaneck ETF 18.75 -15.7 -11.60% -9.77% -13.03% -11.51%
EWT Taiwan Ishares MSCI ETF 31.71 -16.4 -12.43% -6.16% -15.89% -11.84%
IWM Russell 2000 Ishares ETF 132.86 -19.6 -12.86% -12.73% -21.17% -13.58%
EPP Pacific Ex Japan Ishares MSCI ETF 40.79 -17 -14.67% -6.62% -10.19% -14.59%
EWJ Japan Ishares MSCI ETF 50.78 -18.9 -15.27% -8.47% -15.69% -15.11%
FXI China Large-Cap Ishares ETF 39.07 -17.8 -15.38% -7.22% -8.76% -15.19%
BKF BRIC Ishares MSCI ETF 37.58 -18.1 -15.53% -6.73% -6.86% -15.55%
EEM Emerging Markets Ishares MSCI ETF 39.24 -18.5 -16.72% -5.40% -8.57% -16.33%
EFA EAFE Ishares MSCI ETF 58.69 -19.7 -16.53% -7.37% -13.68% -16.47%
EWA Australia Ishares MSCI ETF 19.25 -20 -16.92% -8.85% -12.97% -16.99%
EWU United Kingdom Ishares MSCI ETF 29.38 -21.2 -17.98% -8.04% -13.89% -17.50%
VGK Europe ETF FTSE Vanguard 48.4 -21.4 -18.17% -6.94% -13.91% -18.13%
EWY South Korea Ishares MSCI ETF 59.17 -22.4 -21.03% -4.35% -13.33% -20.89%
EWG Germany Ishares MSCI ETF 25.23 -26.7 -23.59% -7.34% -15.16% -23.89%
XLF S&P 500 Financials Sector SPDR 23.59 -19.9 -15.48% -12.82% -14.47% -16.08%
XLE S&P 500 Energy Sector SPDR 57.05 -27.5 -21.05% -13.30% -24.68% -21.28%
XLI S&P 500 Industrial Sector SPDR 63.77 -20.2 -15.73% -11.18% -18.66% -15.88%
XLB S&P 500 Materials Sector SPDR 50.1 -20.3 -17.23% -7.36% -13.52% -17.38%
XLP S&P 500 Cons Staples Sector SPDR 50.57 -11.5 -11.11% -9.39% -6.23% -11.12%
XLY S&P 500 Cons Disc Sector SPDR 97.96 -7.1 -0.74% -9.05% -16.43% -1.32%
XLC S&P 500 Communication Sector SPDR 41.22 -22.18 -17.49% -8.26% -15.88% -17.49%
XLK S&P 500 Info Tech Sector SPDR 61.4 -10.8 -3.99% -9.65% -18.49% -4.50%
XLV S&P 500 Healthcare Sector SPDR 85.25 -0.1 3.11% -8.97% -10.40% 2.48%
XLU S&P 500 Utilities Sector SPDR 52.83 0.8 0.28% -3.59% 0.34% 0.34%
XLRE S&P 500 Real Estate Sector SPDR 30.94 -5.41 -6.07% -7.61% -5.12% -5.99%
HACK ISE Cyber Security ETF 33.51 -2.4 5.91% -7.51% -16.50% 5.24%
DSI KLD 400 Social Ishares MSCI ETF 92.24 -10.5 -6.11% -8.67% -13.62% -6.43%
VYM High Dividend Yield Vanguard ETF 77.32 -12.8 -9.70% -9.49% -11.22% -9.97%
VNQ Real Estate Vanguard ETF 74.37 -11.3 -10.38% -8.40% -7.82% -10.34%
IGF Global Infrastructure Ishares ETF 39.35 -14 -12.98% -4.86% -6.58% -13.12%
IWN Russell 2000 Value Ishares ETF 106.97 -20.9 -14.93% -13.00% -19.57% -15.60%
SOCL G-X Social Media ETF 27.59 -21.8 -16.27% -6.28% -13.51% -16.87%
XBI S&P Biotech SPDR 70.09 -26.6 -17.41% -13.39% -26.89% -18.69%
MJ Alternative Harvest ETF 25.15 -33.25 -22.78% -15.52% -37.20% -21.41%
ROBO Global Robotics and Automation ETF 32.33 -27.4 -21.76% -12.74% -22.75% -21.98%
IGE Natural Resources North American Ishares ETF 26.98 -30 -23.87% -12.64% -24.74% -24.04%
BLOK Transformational Data Sharing Amplify ETF 14.81 -33.07 -26.72% -12.11% -26.90% -26.72%
XHB S&P Homebuilders SPDR 32.37 -28.9 -26.86% -9.30% -15.79% -27.34%
MOO Agribusiness ETF Vaneck 56.52 -12.5 -8.25% -9.18% -13.97% -8.34%
GDX Gold Miners Vaneck ETF 20.6 -8.8 -11.36% 6.51% 11.23% -11.21%
PIO Global Water Invesco ETF 22.94 -14.2 -11.90% -7.05% -10.63% -11.87%
FAN Global Wind Energy First Trust 11.34 -17.1 -14.42% -6.82% -8.77% -13.90%
PBD Global Clean Energy Invesco ETF 10.26 -24.9 -21.96% -11.59% -14.40% -21.42%

 

Fixed Income ETFs (USD)


The very little known Citigroup Global Markets Velocity Shares ETF (ULBR) was the top performer with a 12.42% return. 

Then, oddly, the 10 year treasury bull (DTYL) and the 10 year treasury bear (DTYS) had positive returns with 5.7% and 3.66% return. Some municipal bond ETFs returned 2% over the year. Almost everything else had negative returns.

Commodity ETFs (USD)

Commodity ETFs took a battering with the Chinese Rare Earth Metals (REMX) losing over 54% with mining and energy ETFs losing around 20%.

The gold ETF was the best performer, but still in a bear market, losing 1.46% in 2018.


Real Estate ETFs (USD)


The U.S. real estate ETF, VNQ ETF lost over 10% in 2018.

Top Currency ETFs

The US Dollar was once again king with the Ruble losing the most -20.75% against the Dollar with the Brazilian Real and African Rand losing nearly as much ground.

Most of Brexit has already been baked in, with the Pound only losing 1% against the EUR over 2018.

The Aussie Dollar lost around 10% against both the Japanese Yen and the US Dollar as a result of the China-US trade war.
 

Symbol Name Last YTD Chg YTD %Chg
^USDRUB U.S. Dollar/Russian Ruble 69.673 11.971 20.75%
^USDBRL U.S. Dollar/Brazilian Real 3.87975 0.56877 17.18%
^USDZAR U.S. Dollar/South African Rand 14.36979 2.09731 17.09%
^USDSEK U.S. Dollar/Swedish Krona 8.94243 0.8544 10.56%
^USDINR U.S. Dollar/Indian Rupee 69.7079 5.8682 9.19%
^USDCAD U.S. Dollar/Canadian Dollar 1.36121 0.10511 8.37%
^USDPLN U.S. Dollar/Polish Zloty 3.7513 0.2816 8.12%
^USDNOK U.S. Dollar/Norwegian Krone 8.67595 0.49608 6.06%
^USDCNY U.S. Dollar/Chinese Yuan 6.8775 0.3744 5.76%
^USDCZK U.S. Dollar/Czech Koruna 22.4334 1.191 5.61%
^USDKRW U.S. Dollar/Korean Won 1113.52 47.25 4.43%
^EURSEK Euro Fx/Swedish Krona 10.24338 0.43116 4.39%
^EURCAD Euro Fx/Canadian Dollar 1.55915 0.05131 3.40%
^USDSGD U.S. Dollar/Singapore Dollar 1.3615 0.0272 2.04%
^EURGBP Euro Fx/British Pound 0.89693 0.00982 1.11%
^USDCHF U.S. Dollar/Swiss Franc 0.98341 0.00957 0.98%
^EURNOK Euro Fx/Norwegian Krone 9.93837 0.09582 0.97%
^USDHKD U.S. Dollar/Hong Kong Dollar 7.832 0.0191 0.24%
^USDMXN U.S. Dollar/Mexican Peso 19.6566 0.0125 0.06%
^USDJPY U.S. Dollar/Japanese Yen 109.946 -2.716 -2.41%
^CHFJPY Swiss Franc/Japanese Yen 111.814 -3.626 -3.14%
^GBPCHF British Pound/Swiss Franc 1.25587 -0.05785 -4.40%
^EURUSD Euro Fx/U.S. Dollar 1.14542 -0.05402 -4.50%
^NZDUSD New Zealand Dollar/U.S. Dollar 0.6713 -0.03735 -5.27%
^GBPUSD British Pound/U.S. Dollar 1.27696 -0.07237 -5.36%
^CADCHF Canadian Dollar/Swiss Franc 0.7223 -0.0518 -6.69%
^EURJPY Euro Fx/Japanese Yen 125.978 -9.03 -6.69%
^NZDJPY New Zealand Dollar/Japanese Yen 73.812 -6.085 -7.62%
^AUDUSD Australian Dollar/U.S. Dollar 0.70592 -0.0736 -9.44%
^CADJPY Canadian Dollar/Japanese Yen 80.772 -8.751 -9.78%
^AUDJPY Australian Dollar/Japanese Yen 77.627 -10.217 -11.63%

GBP ETFs

All the long-only hedged GBP ETFs on the London Stock Exchange ended up in negative territory. Only ETFs in USD & EUR ended up in positive territory.

The iShares Core FTSE 100 ETF lost 9.0% and the FTSE 250 ETF lost 13.4%.

The iShares Physical Palladium ETC GBP was the best performing unleveraged GBP ETF which was up over 25%.
The L&G Cyber Security UCITS ETF GBP made over 14%. After that, it is slim pickings. Most GBP ETFs lost ground in 2018.

EUR ETFs (Xetra Exchange)

Apart from a little know volatility ETF, the Market Access DAXglobal Russia UCITS ETF was the best performer, up 11.0% with the Market Access DAXglobal BRIC UCITS ETF up 5.8%.

Most of the better performers were actually just USD ETFs listed in EUR.

The SPDR MSCI Europe Utilits UCITS ETF was the best pure European play and it was up only 2.6%.

The popular iShares Core Euro Stoxx 50 ETF EUR lost over 10%.

Investing in UK Property 2018

As of October 2018 the average house price in the UK is £231,095, and the index stands at 121.2. Property prices have fallen by 0.2% compared to the previous month, and risen by 2.7% compared to the previous year.

http://landregistry.data.gov.uk/app/ukhpi

Remember that you also have to pay mortgage interest, capital gains taxes, inheritance tax, stamp duty, income tax, estate agent fees and maintenance fees on top.


Investing in US Property 2018

The average prices of single-family houses with mortgages guaranteed by Fannie Mae and Freddie Mac in the United States rose 0.3 percent month-over-month in October of 2018, following a 0.2 percent gain in September and matching market expectations. Year-on-year, house prices increased 5.7%.

Best ETFs 2019

Right now, the US Dollar bull ETF (UUP), Palladium, Gold and volatility ETFs have the strongest technical indicators, but one of the safest ways is to invest with our conservative ETF strategy which has beaten the S&P500 over time or invest in our adventurous strategy if you can tolerate a longer investment horizon of five to ten years.


Our ETF Strategies

Conservative  -6.66%
Balanced  -13.77%
Adventurous -10.58%

AOA ETF -10.40%


Our conservative strategy beat the stock/bond mix AOA ETF and the S&P500 ETF (SPY ETF) with the other strategies set to beat AOA over longer time frames.

The returns above also net of any fees we have taken, i.e. this is the return on your money you would have achieved.

Compare this with investing via a financial adviser, where their fees are often 1% per or more as well as platform fees of 1% per or more. If investing via an offshore insurance company, often you are also locked into a 10 year contract. There are 0% set up fees, 0% exit fees with The Money Pouch.

Our algorithms use a momentum strategy to gauge what is happening in the market. They won't always make money over short periods of time. The idea is to make money over 5 - 10 year periods of steady investing with reinvestment of dividends, so it almost doesn't matter when you start investing as long as your investment horizon is long enough and it suits your risk appetite.

In bear markets, or strategies turn to US treasuries, gold or cash, however, think of it as a slowly turning super yacht steadily across the ocean, rather than a zippy little speedboat trying to chop through the waves. Investing is difficult in choppy markets, you have to slowly ride out the waves.

We will be fine tuning the algorithms over the next year for better returns.

If you want to set up an account, please complete the application form here to set up a free account.


You can also watch the video below to learn how to set up an automated trading account in just 10 minutes!

https://player.vimeo.com/video/282798523
 




By using this website, you accept our Terms of Use and Privacy Policy. As with all investments your capital is at risk and the value of your investments as well as the income derived from them can rise as well as fall. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. Historical results do not include the transaction and management fees. All securities involve risk and may result in loss. This site is provided for information purposes only and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any financial instruments. We do not provide financial advice to investors. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. The Money Pouch assumes no responsibility for the tax consequences or returns for any investor of any transaction.