Weekly Review for 10/8/2017

James Kimball | October 7, 2017

The NASDAQ 100 All Stars model closed up +1.12% on the week. The NASDAQ closed up +1.52%. The model leads the QQQ by about 4% year-to-date. Vertex Pharmaceuticals (VRTX) put in a strong day on Friday to close the week …


ETF Sector Plus Strategy Insights: Tools for Starting a New Portfolio (Part 2)

James Kimball |

The Sector models closed between +1.67% (Conservative) and +4.51% (Aggressive) on the week. The SPY closed up +1.25% on the week. The SPY had a streak of seven positive days in a row interrupted on Friday after a cooler than …


ETF Country Plus Strategy Insights: Tools for Starting a New Portfolio (Part 2)

James Kimball |

The country models were up on the week on average about +2.2%. The benchmark was up +0.8%. Year-to-date, both county models are lagging behind the benchmark. The SPY had a streak of seven positive days in a row interrupted on …


ETF Complete Portfolio Strategy Insights: Tools for Starting a New Portfolio (Part 2)

James Kimball |

The ETF Complete model closed the week up +2.3% compared to the SPY which closed up +1.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 0.5%. The SPY had a streak of seven positive days in a …


Weekly Review for 10/1/2017

James Kimball | October 1, 2017

The NASDAQ 100 All Stars model closed up +0.50% on the week. The NASDAQ closed down +0.78%. The model is leading the QQQ by about 4.2% year-to-date. Vertex Pharmaceuticals (VRTX) ended its streak of lower closes and managed to end …


Weekly Review for 9/24/2017

James Kimball | September 25, 2017

The NASDAQ 100 All Stars model closed up +0.60% on the week. The NASDAQ closed down -1.143%. The model is leading the QQQ by about 5% year-to-date. Vertex Pharmaceuticals (VRTX) has put a number of lower closes together in a …


ETF Complete Portfolio Strategy Insights: TSI Ranking and Performance Review (Part 3)

James Kimball |

The ETF Complete model closed the week down -1.3% compared to the SPY which closed up +0.1%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1%. The SPY put in a quiet week near its all-time highs. …


ETF Country Plus Strategy Insights: TSI Ranking and Performance Review (Part 3)

James Kimball |

The country models were down on the week on average about -0.95%. The benchmark was up +0.2%. Year-to-date, both county models are lagging behind the benchmark. The SPY put in a quiet week near its all-time highs. Wednesday saw a …


ETF Sector Plus Strategy Insights: TSI Ranking and Performance Review (Part 3)

James Kimball |

The Sector models closed between -2.41% (Moderate) and -1.15% (Aggressive) on the week. The SPY closed up +0.08% on the week. The SPY put in a quiet week near its all-time highs. Wednesday saw a weekly high move of about …


ETF Sector Plus Strategy Insights: TSI Ranking and Performance Review (Part 2)

James Kimball | September 16, 2017

The Sector models closed between -0.89% (Conservative) and +7.06% (Aggressive) on the week. The SPY closed up +1.07% on the week. Markets put in a strong week shrugging off increasing international tension in North Korea. The SPY catapulted on Monday …