ETF Complete Portfolio Strategy Insights: Setting Up and Timing the ETF Models (Part 2)

James Kimball | July 23, 2017

The ETF Complete model closed the week up +1.2% compared to the SPY which closed up +0.6%. Year-to-date, the Complete Portfolio is now leading the SPY by about 3.5%. Markets closed marginally higher to close out a relatively quiet summer …


ETF Complete Portfolio Strategy Insights: Setting Up and Timing the ETF Models (Part 1)

James Kimball | July 15, 2017

The ETF Complete model closed the week up +4.2% compared to the SPY which closed up +1.4%. Year-to-date, the Complete Portfolio is now leading the SPY by about 3%. The market put in a strong week, gapping higher on Wednesday …


ETF Country Plus Strategy Insights: Setting Up and Timing the ETF Models (Part 1)

James Kimball |

The country models were up on the week on average about +3.8%. The benchmark was up +2.1%. Year-to-date, both county models are lagging behind the benchmark. The market put in a strong week, gapping higher on Wednesday and barely looking …


Weekly Review for 7/16/2017

James Kimball |

The NASDAQ 100 All Stars model closed up +4.36% on the week. The NASDAQ closed up +3.16%. The model leads the QQQ by about 1.5% year-to-date. Vertex Pharmaceuticals (VRTX) closed the week positive but lagged a little behind the biotech …


Weekly Review for 7/9/2017

James Kimball | July 8, 2017

The NASDAQ 100 All Stars model closed down -1.15% on the week. The NASDAQ closed up +0.19%. The model leads the QQQ by about 0.15% year-to-date. Vertex Pharmaceuticals (VRTX) bounced off its lows on Thursday to close positive on the …


ETF Sector Plus Strategy Insights: Half-Time Report

James Kimball |

The Sector models closed between +0.55% (Conservative) and +2.01% (Aggressive) on the week. The SPY closed up +0.13% on the week. The market closed roughly flat on this holiday shortened week, thanks to a strong jobs report on Friday, helping …


ETF Country Plus Strategy Insights: Half-Time Report

James Kimball |

The country models were up on the week on average about +0.6%. The benchmark was down -0.2%. Year-to-date, both county models are lagging behind the benchmark. The market closed roughly flat on this holiday shortened week, thanks to a strong …


ETF Complete Portfolio Strategy Insights: Half-Time Report

James Kimball |

The ETF Complete model closed the week up +0.1% compared to the SPY which closed up +0.1%. Year-to-date, the Complete Portfolio is even with the SPY. The market closed roughly flat on this holiday shortened week, thanks to a strong …


Weekend Update for 6/2/2017

James Kimball | July 2, 2017

The NASDAQ 100 All Stars model closed down -2.63% on the week. The NASDAQ closed down -2.65%. The model leads the QQQ by about 1.8% year-to-date. We have one position change for July: Position 2: Exit MU and enter MELI …


ETF Sector Plus Strategy Insights: Tracking and Rebalancing Your Portfolio

James Kimball |

The Sector models closed between -9.61% (Aggressive) and -3.08% (Conservative) on the week. The SPY closed down -0.55% on the week. While the broader market did close marginally lower on the week, the tech-heavy NASDAQ took a bigger spill. The …