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Dynamic Growth: November 5th, 2007 Briefing
Posted on 11/04/2007 23:04:32 | Link | Post Comment
Dynamic Growth ETF Portfolio
NEW BUYS:
ADRE: BLDRS Emerging Markets 50 ADS Index Fund- .542
NEW SELLS:
None
SWITCHES:
To Honorable Mention:
IHI- DJ Medical Devices- .373
Here are our Top 10 ETF's for the week of November 4th:
1) PGJ: PS Golden Dragon China Fund- .803
2) FXI- iShares FTSE/Xinhua China 25- .764
3) EEB: Claymore ETF BNY BRIC- .641
4) ITA- iShares DJ Aerospace & Defense-.618
5) IAH- Internet Architecture HOLDRs Trust-.579
6) PPA- PS Aerospace & Defense- .576
7) IXP: Telecommunications Sector Index Fund- .567
8) ADRE: BLDRS Emerging Markets 50 ADS Index Fund- .542
9) EWM: MSCI Malaysia (Free) Index- .492
10) EWS: iShares MSCI Singapore (Free) Index Fund-.460
Charts of our Top 10 ETF's
Honorable Mentions:
OIH: Oil Services HOLDRS- .385
IHI- DJ Medical Devices- .373
Here are our Top 10 Fidelity Sector Funds for November:
1) FSESX- Energy Services
2) FNARX: Natural Resources
3) FWRLX- Wireless
4) FWRLX: Natural Gas
5) FSENX- Energy
6) FSPTX: Technology
7) FDCPX: Computers
8) FSDAX: Defense & Aerospace
9) FSDPX: Materials
10) FSCHX: Chemicals
New Buys:
None
New Sells:
FSMEX: Medical Equipment
FSTCX: Telecom
Shifts:
From HM to top 10:
FSNGX- Natural Gas
FSPTX: Technology
From Top 10 to Honorable Mention (Holds):
FDFAX: Consumer Staples
Honorable Mention (Holds):
FDFAX: Consumer Staples
Top 5 Stocks in our Top 10 Fidelity Sector Funds
FSESX- Energy Services:
SCHLUMBERGER LTD
NATIONAL-OILWELL VARCO INC
HALLIBURTON CO
GLOBALSANTAFE CORP
TRANSOCEAN INC
FNARX: Natural Resources:
EXXON MOBIL CORP
SCHLUMBERGER LTD
NATIONAL-OILWELL VARCO INC
CONOCOPHILLIPS
VALERO ENERGY CORP
FWRLX- Wireless:
RESEARCH IN MOTION LTD
VODAFONE GROUP PLC SPON ADR
NOKIA CORP SPON ADR
QUALCOMM INC
MOTOROLA INC
FWRLX: Natural Gas:
QUICKSILVER RES INC
RANGE RESOURCES CORP
VALERO ENERGY CORP
ULTRA PETROLEUM CORP
PLAINS EXPLORATION & PRODTN CO
FSENX- Energy:
EXXON MOBIL CORP
SCHLUMBERGER LTD
VALERO ENERGY CORP
NATIONAL-OILWELL VARCO INC
CONOCOPHILLIPS
FSPTX: Technology:
CISCO SYSTEMS INC
GOOGLE INC A
APPLE INC
RESEARCH IN MOTION LTD
MARVELL TECHNOLOGY GROUP LTD
FDCPX: Computers:
APPLE INC
DELL INC
HEWLETT-PACKARD CO
EMC CORP
INTL BUS MACH CORP
FSDAX: Defense & Aerospace:
LOCKHEED MARTIN CORP
GENERAL DYNAMICS CORPORATION
RAYTHEON CO
BOEING CO
PRECISION CASTPARTS CORP
FSDPX: Materials:
MONSANTO CO NEW
DUPONT (EI) DE NEMOURS & CO
FREEPORT MCMORAN COPPER & GOLD
DOW CHEMICAL CO
ALCOA INC
FSCHX: Chemicals:
MONSANTO CO NEW
DUPONT (EI) DE NEMOURS & CO
DOW CHEMICAL CO
AIR PRODUCTS & CHEMICALS INC
CELANESE CORP SER A
Notes:
As you can see from the Top 5 stocks in each fund, the markets performance has become increasingly narrow, and the best performing funds hold many of the best performing stocks.
The NASDAQ 100 is up over 400 points since the beginning of the year, and 230 points of those points can be attributed to three stocks listed above; Google (GOOG), Apple (AAPL), and Research In Motion (RIMM).
The Energy sector continues to be strong as does Defense & Aerospace, Chemicals, and Wireless telecommunications.
The Week in Review:
The stock market continues to be extremely volatile as financial shares continue to come under pressure from worries over of further asset write-downs related to sub-prime mortgages.
Merrill Lynch had its biggest one-day decline in six years, falling 4.91 to 57.28. And Citigroup Chief Executive Charles Prince is expected to resign at any time. On Friday, shares of C closed down 78 cents at 37.73 following rumors that an emergency board meeting will force Price out this weekend.
Last week, Merrill Lynch CEO Stanley O'Neal got the boot after the company took an $8.4 billion write-down from losses incurred in collateralized debt obligations (CDOs).
- Get A Job, Any Job, To Pay The Rent!
- Countrywide Financial's Ceo Warns Investors
- What The Dell !
- Making Money From Consumer Fascinations
- Market, Economy, And Bernanke In A Catch 22
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