Everyone is buying ETFs and the popularity continues to grow as new ones are created every week.  I’m a big fan and generally incorporate them into my long-term strategies.

When the world is talking about an industry or macro trend, there is likely a good ETF that follows it.  CNBC, for example, is a great place to ‘hear’ what’s going on in the word and I use it to direct me towards trends.  The talking heads are often bad at picking stocks or anticipating future moves (Josh Brown excluded – he’s a badass) , but they indirectly point me towards what folks are talking about.

Here are a few ETFs I’m currently watching and participating in.

Today’s Theme: Ecommerce / Online Retail

ETFs: IBUY (I’m long)

IBUY invests in global companies that primarily receive revenues from online sales.  From a technical perspective, it’s currently building a box (consolidating), so we’re about to be in for a market change. I’m not about to predict a leg up or down.

IBUY Daily

ETF: FDN (no position)

FDN is an ecommerce weighted ETF that tends to be more internet tech focused than just retail.  You’ll see both Twitter and Amazon in this portfolio, for example.

FDN Daily

ETF: CLIX (no position)

CLIX is a little different than IBUY because it focuses on going long online retail and short brick and mortar.  It has a similar expense ratio as IBUY, but the struggle I have here is that it’s not a true, clean bet for online retail.  I don’t think it’s quite so binary.  There are many in-store retailers doing fine.

CLIX Daily

ETF: ONLN (no position)

This is direct competitor of IBUY with a slightly lower expense ratio.  It was recently introduced by Pro Shares and the volume is crazy low. However, it’s worth consideration for those interested in an online retail focused ETF (I’m considering picking up some).  Positions

ONLN Daily