Weekly Review for 6/11/2017

James Kimball | June 12, 2017

The NASDAQ 100 All Stars model closed up +0.13% on the week. The NASDAQ closed down -2.38%. The model lags the QQQ by about 2% year-to-date. Vertex Pharmaceuticals (VRTX), after a large move last week, retraced about half of that …


ETF Sector Plus Strategy Insights: U.S. Sector Survey

James Kimball | June 11, 2017

The Sector models closed between -3.32% (Aggressive) and -1.32% (Conservative) on the week. The SPY closed down -0.27% on the week. Markets were looking to close marginally higher on the week until we hit an unusually large sell-off on Friday. …


ETF Complete Portfolio Strategy Insights: U.S. Sector Survey

James Kimball |

The ETF Complete model closed the week down -1.9% compared to the SPY which closed down -0.3%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1%. Markets were looking to close marginally higher on the week until …


ETF Country Plus Strategy Insights: U.S. Sector Survey

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 were looking to close marginally higher on the week until we hit an …


Weekly Review for 5/28/2017

James Kimball | May 27, 2017

The NASDAQ 100 All Stars model closed up +3.58% on the week. The NASDAQ closed up +2.47%. The model lags the QQQ by about 6% year-to-date. Vertex Pharmaceuticals (VRTX) closed higher on the week recovering closing over our entry price. …


ETF Sector Plus Strategy Insights: Global Markets (Part 2)

James Kimball |

The Sector models closed between +1.19% (Conservative) and +6.01% (Aggressive) on the week. The SPY closed up +1.44% on the week. Markets put in a strong week with the SPY and QQQ putting in new all-time highs on consecutive up …


ETF Country Plus Strategy Insights: Global Markets (Part 2)

James Kimball |

The country models were down on the week on average about -0.4%. The benchmark was up +0.9%. Year-to-date, both county models are lagging behind the benchmark. Markets put in a strong week with the SPY and QQQ putting in new …


ETF Complete Portfolio Strategy Insights: Global Markets (Part 2)

James Kimball |

The ETF Complete model closed the week up +1.4% compared to the SPY which closed also closed up +1.4%. Year-to-date, the Complete Portfolio is leading the SPY by about 1.6%. Markets put in a strong week with the SPY and …


Weekly Review for 5/21/2017

James Kimball | May 22, 2017

The NASDAQ 100 All Stars model closed down -1.75% on the week. The NASDAQ closed down -0.56%. The model lags the QQQ by about 6% year-to-date. Vertex Pharmaceuticals (VRTX) closed higher on the week recovering back towards its opening price …


ETF Sector Plus Strategy Insights: Global Markets (Part 1)

James Kimball |

The Sector models closed between +0.27% (Conservative) and +0.62% (Moderate) on the week. The SPY closed down -0.31% on the week. Markets across the globe took a tumble on Wednesday, putting in their largest one-day down move in nearly 8 …