ETF Sector Plus Strategy Insights: Drawdowns and Market Corrections (Part 1)

James Kimball | August 6, 2017

The Sector models closed between -1.47% (Aggressive) and -0.52% (Conservative) on the week. The SPY closed up +0.20% on the week. Markets have been churning at their highs. Eight of the last nine days in the SPY were red bar …


ETF Complete Portfolio Strategy Insights: Drawdowns and Market Corrections (Part 1)

James Kimball |

The ETF Complete model closed the week down -0.2% compared to the SPY which closed up +0.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 2%. Markets have been churning at their highs. Eight of the last …


Weekly Review for 8/6/2017

James Kimball |

The NASDAQ 100 All Stars model closed down -1.67% on the week. The NASDAQ closed down -0.13%. The model leads the QQQ by about 3% year-to-date. Vertex Pharmaceuticals (VRTX) bounced off its recent low on Tuesday and closed in the …


ETF Sector Plus Strategy Insights: Setting Up and Timing the ETF Models (Part 3)

James Kimball | July 29, 2017

The Sector models closed between -2.64% (Aggressive) and -0.30% (Conservative) on the week. The SPY closed flat on the week. Markets were looking to close marginally higher on the week until we hit an unusually large sell-off on Friday. At …


ETF Country Plus Strategy Insights: Setting Up and Timing the ETF Models (Part 3)

James Kimball |

The country models were down on the week on average about -1.9%. The benchmark was down -0.6%. Year-to-date, both county models are lagging behind the benchmark. Markets closed marginally lower on the week. Strong earnings helped push the markets to …


ETF Complete Portfolio Strategy Insights: Setting Up and Timing the ETF Models (Part 3)

James Kimball |

The ETF Complete model closed the week down -1.0% compared to the SPY which closed basically flat. Year-to-date, the Complete Portfolio is now leading the SPY by about 2%. Markets closed marginally lower on the week. Strong earnings helped push …


Weekly Review for 7/30/2017

James Kimball |

The NASDAQ 100 All Stars model closed down -0.92% on the week. The NASDAQ closed down -0.19%. The model leads the QQQ by about 5% year-to-date. Vertex Pharmaceuticals (VRTX) pulled off its recent highs this week after a massive gap …


Weekly Review for 7/23/2017

James Kimball | July 23, 2017

The NASDAQ 100 All Stars model closed up +4.88% on the week. The NASDAQ closed up +1.40%. The model leads the QQQ by about 6% year-to-date. Vertex Pharmaceuticals (VRTX) reported positive results for a cystic fibrosis treatment, sending the stock …


ETF Sector Plus Strategy Insights: Setting Up and Timing the ETF Models (Part 2)

James Kimball |

The Sector models closed between +2.19% (Moderate) and +2.22% (Conservative) on the week. The SPY closed up +0.56% on the week. Markets closed marginally higher to close out a relatively quiet summer trading week. It did manage to put in …


ETF Country Plus Strategy Insights: Setting Up and Timing the ETF Models (Part 2)

James Kimball |

The country models were down on the week on average about -1.7%. The benchmark was down -0.6%. Year-to-date, both county models are lagging behind  the benchmark. Markets closed marginally higher to close out a relatively quiet summer trading week. It …