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

James Kimball | May 22, 2017

The country models were up on the week on average about +1.2%. The benchmark was up +0.4%. Year-to-date, both county models are lagging behind  the benchmark. Markets across the globe took a tumble on Wednesday, putting in their largest one-day …


ETF Complete Portfolio Strategy Insights: Global Markets (Part 1)

James Kimball |

The ETF Complete model closed the week up +0.7% compared to the SPY which closed down -0.3%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1.7%. Markets across the globe took a tumble on Wednesday, putting in …


Weekly Review for 5/14/2017

James Kimball | May 14, 2017

The NASDAQ 100 All Stars model closed up +0.72% on the week. The NASDAQ closed up +0.77%. The model lags the QQQ by about 5% year-to-date. Vertex Pharmaceuticals (VRTX) put in a mostly sideways week just off its recent highs. …


ETF Complete Portfolio Strategy Insights: Slicing Up the ETF Trades (Part 2)

James Kimball |

The ETF Complete model closed the week up 1.1% compared to the SPY which closed down -0.3%. Year-to-date, the Complete Portfolio is now leading the SPY by about 0.6%. It was a relatively quiet week in the markets with the …


ETF Country Plus Strategy Insights: Slicing Up the ETF Trades (Part 2)

James Kimball |

The country models were down on the week on average about -1.3%. The benchmark was flat at 0.0%. Year-to-date, both county models are lagging behind bthe benchmark. It was a relatively quiet week in the markets with the SPY closing …


ETF Sector Plus Strategy Insights: Slicing Up the ETF Trades (Part 2)

James Kimball |

The Sector models closed between +1.09% (Conservative) and +4.30% (Moderate) on the week. The SPY closed down -0.26% on the week. It was a relatively quiet week in the markets with the SPY closing marginally lower for the week but …


Weekly Review for 5/7/2017

James Kimball | May 8, 2017

The NASDAQ 100 All Stars model closed up +0.11% on the week. The NASDAQ closed up +1.13%. The model lags the QQQ by about 5.5% year-to-date. Vertex Pharmaceuticals (VRTX) was one of our new additions and after an initial pop …


ETF Sector Plus Strategy Insights: Slicing Up the ETF Trades (Part 1)

James Kimball |

The Sector models closed between +1.26% (Conservative) and +2.29% (Aggressive) on the week. The SPY closed up +0.67% on the week. The SPY closed the week positive, in part off an above average jobs report on Friday. The market is …


ETF Country Plus Strategy Insights: Slicing Up the ETF Trades (Part 1)

James Kimball |

The country models were up on the week on average about 4.6%. The benchmark was up +1.2%. Year-to-date, both county models are lagging the benchmark. The SPY closed the week positive, in part off an above average jobs report on …


ETF Complete Portfolio Strategy Insights: Slicing Up the ETF Trades (Part 1)

James Kimball |

The ETF Complete model closed the week up +2.7% compared to the SPY which closed up 0.7%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 0.8%. The SPY closed the week positive, in part off an above …