ETF Sector Data - Site Updates

October 2024

• ETF pages now display performance for 52 week highs. The pages have also been tidied up and now use tabbed panels. From what I have seen so far, buying 52 week lows is generally more profitable than buying 52 week highs. 52 week highs can be very profitable, but it is more important to use a stop loss with this strategy. If you browse the data on this site then you'll see many instances of a new 52 week high marking a significant top. An example is Copper Miners (COPX) which recorded a new 52 week high in April 2022 and then promptly collapsed 45% in just over 3 months. If you had bought the first 52 week low that year then your maximum drawdown to the final low would have been just 15%.
• ETF pages now show a new table with the average number of days it historically took to generate a specific return after a 52 week low was recorded.
• There's a new page with data for the ETF Dogs strategy backtested 2010 - 2023.
• The PSP data has been adjusted to account for the 5:1 stock split in July 2023.
• The TIP and STIP inflation-linked treasury bond ETFs have been added to the site.
• ETF pages now show a table with CAGR calculations for the results of each trade.
• Daily stock data restored after a database mishap while creating a database for backtesting data back to 2000.
• The IJH data has been adjusted to account for the 5:1 stock split in February 2024.
• Stock charts now display backtesting results for buying the ETF at 52 week lows and how long it took to generate a profit of between 5% and 100%. The calculations exclude dividends or other distributions.
• Added a couple new tech ETFs: BITQ for the Crypto industry and BWEB for the Web 3.0.
• Sitemap added to site.
• ETF detail pages now display proper stock charts. 52 week highs and lows are now displayed on the charts.
• There's a new page that explores the rotation strategy of buying ETFs at 52 week lows.
• The Dogs of the ETF Universe tool now has an option to exclude commodities from the calculations.
• A few Exchange Traded Commodities (ETCs) have been added to the site. Just beware they don't appear particularly suitable for the Dogs of the ETF Universe strategy or buying at 52 week lows.
• The UNG data has been adjusted to account for the 4:1 stock split in January 2024.
• 11 more ETFs have been added to the site.
• If anyone reads this I've backtested buying ETFs at 52 week lows... it's an incredibly profitable trading strategy hint hint.
• Tweaked the data processing so that the latest week's data will now appear on the site.
• On the home page there's a new panel listing ETFs setting new 52 week highs.
• The home page now displays a random quote from a famous investor. I hope you find them inspiring.
• There's a new page that lists ETFs trading at 52 week highs.
• I've added a fear gauge to the home page. This shows how bullish or bearish ETF investors are. Hint: it's generally better to buy when others are fearful!
• There's a new page that lists ETFs trading at 52 week lows. There's also a summary table of them on the home page.
• Added an inverse dogs mode option to the Dogs of the ETF universe tool.
• The dropdown menu is now visible on mobile devices.
• The Dogs of the Universe ETF page has been split into the information page and a new interactive Dogs of the ETF Universe tool. I hope you find it useful!
• The data for IHE now reflects the July 2021 6 for 1 stock split.
• There's a new alerts panel on the home page.
• There's a new page about buying the ETF dogs - does it actually work as a sector rotation strategy? The results may surprise you!
• The top menu has been updated and should now work on mobile devices.
• I have been doing a bit of quantitative analysis on the ETF data from the site. The initial results are summarised on the new rotation strategies page.
• More information about specialist technology ETFs has been added to the sectors page.
• The home page has been revamped with simplified winner and loser tables and a new country ETF performance map.
• I had to remove the Global X MSCI ETF for Portugal, as it's now been delisted. With just 5.39M of assets under management, this ETF was apparently just too small to be commercially viable.
• There is now an ETF search facility, accessible from the top right side of the navigation bar.
• I've added a contact page. Let me know if you spot any errors with the data on the site. I'm also interested in knowing about any additional US listed ETFs I should add to the site.
• IHE and IYT now displaying correctly following their respective 1:3 and 4:1 stock splits.
• Stock data is now being updated on a weekly basis. The data update will be performed on Saturdays. This will also update annual, monthly and weekly ETF performance data.
• Fixed a data feed issue which affected ticker data for both WCLD and WCBR.
• I've added a lot more niche ETFs, including ones for Gaming & ESports, Defence, Healthcare and Home Building.
• There's a new world markets page. This will be a dashboard for region and country specific ETFs. These can be a good way to add diversification to a portfolio. Some countries' performances are also uncoupled from the rest of the world. For example, at the time of writing Chinese stocks are soaring while most of the rest of the world is mostly flat.

September 2024

• I've now worked out how to account for stock splits. The data for the semiconductors ETF (SOXX) has now been adjusted accordingly following the 3 for 1 stock split in March 2024. If any of the other charts look wrong then let me know and I'll take a look.
• There's a new monthly reports page. I'll add observations here about what investment sectors look hot and which ones are falling out of favour.
• The data has now been updated back to January 2021 for all ETFs.
• There's a new US market sectors page. This shows the relative performance of the 11 sub-sectors within the broader US major indices.
• There's now an about the site page. This helps build the case for using a sector rotation investment strategy.
• The algorithm to calculate ETF YTD performance now avoids any ETF that doesn't have the full year's data available.
• A number of new sector-specific ETFs have been added to the site.
• The home page now displays tables of the current year's winners and losers. Most ETFs (except for the inverse ETFs) are significantly up this year, so I didn't find a whole lot of losing funds. I expect this to change in 2025.