ETF Complete Portfolio Strategy Insights: Tracking and Rebalancing Your Portfolio

James Kimball | July 2, 2017

The ETF Complete model closed the week down -2.1% compared to the SPY which closed down -0.6%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 0.3%. While the broader market did close marginally lower on the week, …


ETF Country Plus Strategy Insights: Tracking and Rebalancing Your Portfolio

James Kimball |

The country models were up on the week on average about 1.0%. The benchmark was down -0.1%. Year-to-date, both county models are lagging the benchmark. While the broader market did close marginally lower on the week, the tech-heavy NASDAQ took …


Weekly Review for 6/25/2017

James Kimball | June 23, 2017

The NASDAQ 100 All Stars model closed up +2.73% on the week. The NASDAQ closed up +2.24%. The model leads the QQQ by about 1.5% year-to-date. Vertex Pharmaceuticals (VRTX), although it gave back some on Friday, followed healthcare and biotech …


ETF Complete Portfolio Strategy Insights: Global Macro Survey

James Kimball |

The ETF Complete model closed the week up +0.7% compared to the SPY which closed up +0.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1.5%. After gapping higher on Monday, markets slumped back sideways. Just off …


ETF Country Plus Strategy Insights: Global Macro Survey

James Kimball |

The country models were down on the week on average about -1.3%. The benchmark was down -1.1%. Year-to-date, both county models are lagging behind the benchmark. After gapping higher on Monday, markets slumped back sideways. Just off its all-time highs, …


ETF Sector Plus Strategy Insights: Global Macro Survey

James Kimball |

The Sector models closed between +1.58% (Conservative) and +7.39% (Aggressive) on the week. The SPY closed up +0.2% on the week. After gapping higher on Monday, markets slumped back sideways. Just off its all-time highs, markets have spent most of …


Weekly Review for 6/18/2017

James Kimball | June 16, 2017

The NASDAQ 100 All Stars model closed up +1.02% on the week. The NASDAQ closed down -1.35%. The model leads the QQQ by about .5% year-to-date. Vertex Pharmaceuticals (VRTX) close the week higher, recovering most of last Friday’s pullback. Micron …


ETF Complete Portfolio Strategy Insights: U.S. Sector Survey (Part 2)

James Kimball |

The ETF Complete model closed the week down -0.4% compared to the SPY which closed down -0.4%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1%. Markets were mostly flat and quiet on the week, digesting last …


ETF Country Plus Strategy Insights: U.S. Sector Survey (Part 2)

James Kimball |

The country models were up on the week on average about +1.3%. The benchmark was down -0.1%. Year-to-date, both county models are lagging behind  the benchmark. Markets were mostly flat and quiet on the week, digesting last week’s outsized move. …


ETF Sector Plus Strategy Insights: U.S. Sector Survey (Part 2)

James Kimball |

The Sector models closed between -0.69% (Conservative) and -3.29% (Aggressive) on the week. The SPY closed down -0.36% on the week. Markets were mostly flat and quiet on the week, digesting last week’s outsized move. The FED raised rates by …