Week in Review 1/12 – What’s Up With Technology?

iphone.jpg After playing second fiddle to the DOW and S&P 500 last year, technology is attempting to regain its status as top dog.  Looking at the NASDAQ’s top performers to date causes flashbacks from the good old days: Yahoo +15.3%, Sun Microsystems +11.8%, Apple +11.5%, Google +9.7%, Intel 9.3% and Dell 6.1%.  Google wasn’t around, but I owned all the others in the late 90s.  Maybe I should forget this commodity stuff and load up on tech.  As tempting as it is, the second time around is never quite like the first time.   I may dabble around with the Qs, but I will stick with the horse that brought me here.  However, I do want a iPhone.

Matter of fact, Gold proved this week that all of its double digit moves are not to the downside.  It closed up $13 on Friday.   For the week Gold, Silver and Cooper were up 3.3%, 1.5% and 2.7% respectively.  Oil still can’t figure out which way is up closing down 4.3% for the week.

Let’s review our stocks.

The Fab Four from the article “The Commodities Bull Market is Back” is trying to regain its bearing.  PCU returned Google-like numbers closing up 8.4% for the week and led the Fab to a 4.3% return as a group.

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Oil has definitely fallen down.  The question is can it get back up.  Here are the rest of the regulars:

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SOX – Semiconductor Index
GLD – Gold Bullion Exchange Traded Fund (ETF)
GDX – Gold Mining Stocks ETF
CEF – Gold and Silver Bullion ETF
USO – Oil ETF
PHO – Water Resources ETF
BRIC – basket of 4 country ETFs: Brazil, Russia, India and China
BBO (Big-Build Out) – basket of 12 stocks critical to the industrialization of BRIC

Refer to the following links for more information on above stocks.

GDX, CEF: Link
USO: Link
BRIC, BBO: Link
PHO: Link

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  • I’m a big fan of BRIC, I think this will be a steady market to park your money, more than tech stocks.

    Although I have not taken the plunge to buy BBO, I do own FXI

  • Congratulations on buying FXI. Don’t discount the other 3 – TRF, IFN, and EWZ. I just received a nice 7% dividend from IFN & a 10% dividend from TRF. I think that they both had a special end of the year kicker included.

  • A friend of mine told me about EEB it’s an ETF with a mix all BRIC’s

    I have been eyeing that for awhile.

  • I like the flexibility of purchasing each one separately. If you want to overweight a certain country you can. With EEB you are stuck with their allocation. It looks like EEB slightly outperformed the separate ETFs last quarter – not including dividends. I am not sure what kind of dividend EEB pays, but TRF and IFN paid out BIG ones.