Investing

2024 Performance Evaluated by ETFs

Tactical Bulls has procured lists of ETF winners and losers using some automation and some screening of the results. A brief representation of each gain has been shown (rounded to the closest one-tenth of a percent) for the percentage gains (or loss) and a brief description of each market, index, theme. The results have been shown below. Almost every market strategist is calling for the S&P 500 to rise 10% or so in 2024, except for one very negative firm.

MAJOR INDEX ETFs:
$QQQ 24.8% (NASDAQ-100)
$SPY 23.3% (S&P500)
$DIA 12.9% (DJIA)
$IWM (Russell 2000)

SECTOR ETFs:

$XLC 33.2% (communications services)
$XLF 28.5% (financials)
$XLY 25.5% (consumer discretionary)
$XLK 20.8% (tech/IT)
$XLU 19.5% (utilities)
$XLI 15.6% (industrials)
$KRE 15.1% (regional banks)
$SOXX 12.2% (semiconductors)
$GDX 9.3% (gold miners)
$XHB 9.2% (homebuilders)
$XLP 9.1% (consumer staples)
$XLE 2.2% (energy)
$XLRE 1.5% (real estate)
$XLV 0.9% (health care)
$XLB -1.6% (materials)
$IBBQ -1.7% (Nasdaq biotechs – Invesco)
$IBB -2.7% (biotech – iShares)

THEMATIC ETFs:
$ARKX 26.7% (space – Ark)
$UFO 24.4% (space)
$THNQ 18.8% (global AI)
$PKW 16.2% (buybacks)
$RSP 11.0% (S&P500 equal-weight)
$PHO 8.1% (water)
$NOBL 4.5% (dividend aristocrats)
$ROBO -1.8% (global robotics/automation)

ENERGY THEME ETFs:
$NUKZ 62.8% (nuclear renaissance)
$NLR 13.4% (Uranium nuclear energy)
$FCG 1.4% (natural gas companies)
$PBW -32.7% (clean energy)
$TAN -37.9% (solar power)
$LIT -19.9% (global lithium)
$FAN -10.2% (wind power)
$COAL -17.5% (global coal)

BOND/ALT/CRYPTO ETFs:
$JNK 0.8% (high-yield bond)
$BND -1.9% (total bond market)
$AGG -2.3% (US aggregate bonds)
$HDG 1.5% (hedge replication)
$QAI 4.3% (multi-strategy hedge)
$SLV 20.9% (silver)
$GLD 26.6% (gold)
$BITO 16.4% (Bitcoin futures)
$IBIT 99.2% (Bitcoin)

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