Monday, March 3, 2014

Weekly Equity Select List - 3.4.14

With uncertainty, may come opportunity and clearly the global markets are reacting to much of the uncertainty that exists in certain locations such as the Ukraine.  As such, this week’s Select List may, in part, reflect a reaction to that uncertainty with a higher aggregate scoring in some of the larger and more established groups.

The ETFG Select List features the 5 most highly-rated equity ETFs by Sector, Geographic Region and Strategy as ranked by the ETFG Quant model.  For this coming week, below please find those groups and the Top 5 ETFs that comprise the highest group average by Sector, Geography and Strategy:

Sector:  This week’s top rated group but average ETFG Quant score is the energy sector.  This reflects a rotation from the previous week’s top rated group which was the Basic Materials sector.

Sector:  Energy                                 Group Average:  63.98
Rank
Ticker
Focus
Region
TER
Risk
Reward
Quant
1
XOP
Energy
North America
0.35%
5.28
7.83
66.80
2
XLE
Energy
North America
0.17%
3.92
8.08
66.40
3
OIH
Energy
Global
0.35%
5.35
7.54
63.00
4
IEO
Energy
North America
0.46%
4.73
7.34
62.00
5
PXI
Energy
North America
0.66%
5.28
7.03
61.70

Geography: Interestingly, the Geographic Region top rated group remains the Asia-Pacific Region and perhaps here is where uncertainty may in part provide opportunity.

Geography:  Asia-Pacific             Group Average:  66.54
Rank
Ticker
Region
Focus
TER
Risk
Reward
Quant
1
EWY
Asia-Pacific
Broad Equity
0.61%
4.10
10.00
73.00
2
IDX
Asia-Pacific
Broad Equity
0.58%
6.15
9.26
66.90
3
EIDO
Asia-Pacific
Broad Equity
0.61%
4.93
9.22
66.70
4
FXI
Asia-Pacific
Large Cap
0.73%
5.45
8.29
64.10
5
HAO
Asia-Pacific
Small Cap
0.75%
5.80
8.37
62.00

Strategy:  The Strategy top rated group also transitioned this week from Broad Equity to Large Cap.

Strategy:  Large Cap                        Group Average:  65.66
Rank
Ticker
Focus
Region
TER
Risk
Reward
Quant
1
ADRE
Large Cap
Emerging Markets
0.30%
5.42
8.97
67.30
2
ONEK
Large Cap
North America
0.20%
4.99
9.16
67.00
3
VUG
Large Cap
North America
0.10%
2.87
8.78
66.20
4
FXI
Large Cap
Asia-Pacific
0.73%
5.45
8.29
64.10
5
IVE
Large Cap
North America
0.18%
2.86
8.07
63.70

This ETFG Select List is meant to be a quick reference guide and not to replace checking the daily ETFG Quant Rankings, Green Diamond Reward Ratings and Red Diamond Risk Ratings.  To best support the ETF selection process, ETF Global strongly encourages users to perform a more comprehensive review by utilizing the additional tools and resources available at www.etfg.com to further research and diligence exchange-traded-funds.

Thank you for reading ETFG Perspectives!

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