ETF Complete Portfolio Strategy Insights: Half-Time Report (Part 1)

James Kimball | July 1, 2018

The ETF Complete model closed the week down -0.7% compared to the SPY which closed down -1.3%. The SPY opened the week with a swift move lower, crossing under its 50-Day moving average. It spent the rest of the week …


Weekly Review for 7/1/2018

James Kimball |

The NASDAQ 100 All Stars model closed down -0.59% on the week. The NASDAQ 100 closed down -2.07%. We had a mixed week with a strong performance in Shire (SHPG) partially offsetting pullbacks in Netflix (NFLX) and Align Technologies (ALGN). …


Weekly Review for 6/24/2018

James Kimball | June 23, 2018

The NASDAQ 100 All Stars model closed down -0.52% on the week. The NASDAQ 100 closed down -1.03%. Netflix (NFLX) surged higher again this week, closing up almost 5%. Amazon (AMZN) and Shire (SHPG) were closer to flat, while Align …


ETF Complete Portfolio Strategy Insights: Rebalancing Your Portfolio

James Kimball |

The ETF Complete model closed the week down -0.9% compared to the SPY which closed down -0.9%. The SPY put in a marginally negative week closing between the 10-day moving average and the 50-day moving average, though it still holding …


ETF Sector Plus Strategy Insights: Rebalancing Your Portfolio

James Kimball |

The Sector models closed between -4.28% (Aggressive) and +0.14% (Conservative) on the week. The SPY closed down -0.86% on the week. The SPY put in a marginally negative week closing between the 10-day moving average and the 50-day moving average, …


ETF Sector Plus Strategy Insights: Slicing Up the ETF Models (Part 2)

James Kimball | June 17, 2018

The Sector models closed between -1.35% (Aggressive) and -2.00% (Moderate) on the week. The SPY closed down -0.38% on the week. The SPY was putting in a quiet week at its recent highs before it gapped lower on Friday, possibly …


Weekly Review for 6/17/2018

James Kimball |

The NASDAQ 100 All Stars model closed up +3.22% on the week. The NASDAQ 100 closed up +1.46%. Netflix (NFLX) surged higher this week. Goldman Sach’s upgraded its price target from $390 to $490. NFLX reached its 2nd target in …


ETF Complete Portfolio Strategy Insights: Slicing Up the ETF Models (Part 2)

James Kimball |

The ETF Complete model closed the week down -1.1% compared to the SPY which closed down -0.4%. The SPY was putting in a quiet week at its recent highs before it gapped lower on Friday, possibly over some light data …


ETF Sector Plus Strategy Insights: Slicing Up the ETF Models (Part 1)

James Kimball | June 11, 2018

The Sector models closed between +0.07% (Aggressive) and +1.81% (Moderate) on the week. The SPY closed up +1.68% on the week. The SPY put in a positive week with 4 out of 5 “green” days. It reached its highest levels …


ETF Complete Portfolio Strategy Insights: Slicing Up the ETF Models (Part 1)

James Kimball |

The ETF Complete model closed the week up +1.2% compared to the SPY which closed up +1.7%. The SPY put in a positive week with 4 out of 5 “green” days. It reached its highest levels since early March and …