Weekly Review for 3/19/2017

James Kimball | March 20, 2017

The NASDAQ 100 All Stars model closed up +0.77% on the week. The NASDAQ closed up +0.18%. The model lags the QQQ by about 3% year-to-date. After a strong move on Monday, NVidia (NVDA) spent most of the week putting …


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

James Kimball |

The Sector models closed between -0.53% (Conservative) and +2.01% (Aggressive) on the week. The SPY closed down -0.28% on the week. The SPY put in a sideways to marginally negative week. It was not able to hold the Wednesday intraday …


ETF Country Plus Strategy Insights: Momentum in the ETF Models (Part 1)

James Kimball |

The country models were up on the week on average about +0.6%. The benchmark was up +1.2%. Year-to-date, both county models are lagging the benchmark. The SPY put in a sideways to marginally negative week. It was not able to …


ETF Complete Portfolio Strategy Insights: Momentum in the ETF Models (Part 1)

James Kimball |

The ETF Complete model closed the week up +0.4% compared to the SPY which closed down -0.3%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 2.7%. The SPY put in a sideways to marginally negative week. It …


Weekly Review for 3/5/2017

James Kimball | March 5, 2017

The NASDAQ 100 All Stars model closed up +2.80% on the week. The NASDAQ closed up +0.60%. The model lags the QQQ by about 2% year-to-date. NVidia (NVDA) retreated back toward the prior week’s lows. It has lost significant strength …


ETF Sector Plus Strategy Insights: Rolling Returns (Part 1)

James Kimball |

The Sector models closed between +0.59% (Conservative) and +1.51% (Aggressive) on the week. The SPY closed up +0.71% on the week. The SPY closed marginally higher on the week but almost a full percent off the mid-week high on Wednesday. …


ETF Complete Portfolio Strategy Insights: Rolling Returns (Part 1)

James Kimball |

The ETF Complete model closed the week up +0.9% compared to the SPY which closed up +0.7%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 2%. The SPY closed marginally higher on the week but almost a …


ETF Country Plus Strategy Insights: Rolling Returns (Part 1)

James Kimball |

The country models were up on the week on average about +0.5%. The benchmark was up +0.6%. Year-to-date, both county models are lagging the benchmark within a few percent. The SPY closed marginally higher on the week but almost a …


Weekly Review for 2/26/2017

James Kimball | February 27, 2017

The NASDAQ 100 All Stars model closed down -0.29% on the week. The NASDAQ closed up +0.35%. The model lags the QQQ by about 4% year-to-date. NVidia (NVDA) finally ceded its place at the top of our rankings with a …


ETF Country Plus Strategy Insights: ETF and Market Survey (Part 3)

James Kimball |

The country models were down on the week on average about -1.6%. The benchmark was up +0.3%. Year-to-date, both county models are lagging the benchmark within a few percent. The SPY, thanks to a late day rally Friday, closed positive …