Weekly Review for 4/30/2017

James Kimball | May 1, 2017

The NASDAQ 100 All Stars model closed up +1.60% on the week. The NASDAQ closed up +2.60%. The model lags the QQQ by about 3% year-to-date. NVidia (NVDA) continued its recovery this week but not enough to keep it in …


ETF Sector Plus Strategy Insights: Correlation in the ETF Models (Part 3)

James Kimball |

The Sector models closed between +1.76% (Conservative) and +4.17% (Aggressive) on the week. The SPY closed up +1.49% on the week. The SPY started the week strong, gapping higher on Monday and Tuesday, mostly from stronger than expected corporate earnings. …


ETF Country Plus Strategy Insights: Correlation in the ETF Models (Part 3)

James Kimball |

The country models were up on the week on average about 2.5%. The benchmark was up +2.0%. Year-to-date, both county models are lagging the benchmark. The SPY started the week strong, gapping higher on Monday and Tuesday, mostly from stronger …


ETF Complete Portfolio Strategy Insights: Correlation in the ETF Models (Part 3)

James Kimball |

The ETF Complete model closed the week up +2.6% compared to the SPY which closed up 1.5%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 3.5%. The SPY started the week strong, gapping higher on Monday and …


Weekly Review for 4/23/2017

James Kimball | April 23, 2017

The NASDAQ 100 All Stars model closed down -0.71% on the week. The NASDAQ closed up +1.66%. The model lags the QQQ by about 3% year-to-date. NVidia (NVDA) put in a strong week, though it was merely retracing the pullback …


ETF Country Plus Strategy Insights: Correlation in the ETF Models (Part 2)

James Kimball |

The country models were up on the week on average about 1.8%. The benchmark was up +0.7%. Year-to-date, both county models are lagging behind  the benchmark. The SPY clawed back most of last week’s losses to close in the middle …


ETF Complete Portfolio Strategy Insights: Correlation in the ETF Models (Part 2)

James Kimball |

The ETF Complete model closed the week up +2.6% compared to the SPY which closed up +0.9%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 4%. The SPY clawed back most of last week’s losses to close …


ETF Sector Plus Strategy Insights: Correlation in the ETF Models (Part 2)

James Kimball |

The Sector models closed between +1.91% (Conservative) and +6.55% (Aggressive) on the week. The SPY closed up +.89% on the week. The SPY clawed back most of last week’s losses to close in the middle of its price range for …


Weekly Review for 4/9/2017

James Kimball | April 7, 2017

The NASDAQ 100 All Stars model closed up +1.10% on the week. The NASDAQ closed up -0.31%. The model lags the QQQ by about .5% year-to-date. NVidia (NVDA) gapped lower on Tuesday due to an analyst upgrade and closed the …


ETF Sector Plus Strategy Insights: Correlation in the ETF Models (Part 1)

James Kimball |

The Sector models closed between -2.44% (Aggressive) and -0.7% (Conservative) on the week. The SPY closed down -0.24% on the week. The SPY put in a quiet sideways week despite a lot of drama in both foreign and domestic political …