Weekly Review for 1/16/2017

James Kimball | January 16, 2017

The NASDAQ 100 All Stars model closed up +0.31% on the week. The NASDAQ closed up +1.06%. The model lags the QQQ by about 3% year-to-date. The All Stars model under-performed the benchmark this week despite a strong performance in …


ETF Complete Portfolio Strategy Insights: 2016 Year in Review (Part 2)

James Kimball |

The ETF Complete model closed the week down -0.1% compared to the SPY which closed down -0.1%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1%. The market put in a mostly sideways and jittery performance this …


ETF Country Plus Strategy Insights: 2016 Year in Review (Part 2)

James Kimball |

The country models were up on the week on average about -0.7%. The benchmark was up +0.5%. Year-to-date, both county models are matching the benchmark within a small margin. The market put in a mostly sideways and jittery performance this …


ETF Sector Plus Strategy Insights: 2016 Year in Review (Part 2)

James Kimball |

The Sector models closed between -3.43% (Moderate) and +0.85% (Aggressive) on the week. The SPY closed down -0.66% on the week. The market put in a mostly sideways and jittery performance this week with numerous breakouts and failures, some related …


Weekly Review for 1/8/2017

James Kimball | January 9, 2017

The NASDAQ 100 All Stars model closed up 0.21% on the week. The NASDAQ closed up 2.86%. The model lags the QQQ by about 2.5% year-to-date. The All Stars model under-performed the benchmark this week. The QQQ were fueled by …


ETF Country Plus Strategy Insights: 2016 Year in Review (Part 1)

James Kimball |

The country models were up on the week on average about +3.2%. The benchmark was up +2.0%. Year-to-date, both county models are beating the benchmark by a small margin. The market put in a good holiday-shortened week of consecutive higher …


ETF Sector Plus Strategy Insights: 2016 Year in Review (Part 1)

James Kimball |

The Sector models closed between +2.0% (Conservative) and +3.48% (Moderate) on the week. The SPY closed up +1.65% on the week. The markets put in a mostly side-ways week, peaking on Tuesday at new all-time highs before closing a little …


ETF Complete Portfolio Strategy Insights: 2016 Year in Review (Part 1)

James Kimball |

The ETF Complete model closed the week up +2.6% compared to the SPY which closed up +1.6%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1%. The market put in a good holiday-shortened week of consecutive higher …


Weekly Review for 12/4/2016

James Kimball | December 4, 2016

The NASDAQ 100 All Stars model closed down -2.05% on the week. The NASDAQ closed down -2.63%. The model leads the QQQ by about 8% year-to-date. The All Stars model out-performed the benchmark this week. Technology in general had a …


ETF Sector Plus Strategy Insights: When and How to Start A Portfolio (Part 1)

James Kimball |

The Sector models closed between -2.26% (Conservative) and -4.92% (Aggressive) on the week. The SPY closed down -0.84% on the week. The SPY took a little bit of a pause this week, coming off the high it put in last …