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

James Kimball | December 4, 2016

The country models were down on the week on average about -0.7%. The benchmark was down -0.7%. Year-to-date, both county models are close to matching the benchmark. The SPY took a little bit of a pause this week, coming off …


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

James Kimball |

The ETF Complete model closed the week down -1.7% compared to the SPY which closed down -0.8%. Year-to-date, the Complete Portfolio is now leading the SPY by about 11%. The SPY took a little bit of a pause this week, …


Weekly Review for 11/20

James Kimball | November 20, 2016

The NASDAQ 100 All Stars model closed up 5.07% on the week. The NASDAQ closed up 1.25%. The model leads the QQQ by about 8% year-to-date. The All Stars model out-performed the benchmark this week and showed considerable strength. NVidia …


ETF Sector Plus Strategy Insights: Average TSI (Part 3)

James Kimball |

The Sector models closed between +2.77% (Conservative) and +8.14% (Aggressive) on the week. The SPY closed up +0.94% on the week. The SPY continued its upward trend, albeit at a slower pace than the prior week. IWM and DIA have …


ETF Complete Portfolio Strategy Insights: Average TSI (Part 3)

James Kimball |

The ETF Complete model closed the week up +2.7% compared to the SPY which closed up +0.9%. Year-to-date, the Complete Portfolio is now leading the SPY by about 12%. The SPY continued its upward trend, albeit at a slower pace …


ETF Country Plus Strategy Insights: Average TSI (Part 3)

James Kimball |

The country models were up on the week on average about +0.25%. The benchmark was up +0.2%. Year-to-date, both county models are lagging the benchmark by a small margin. The SPY continued its upward trend, albeit at a slower pace …


Weekly Review for 11/6

James Kimball | November 6, 2016

The NASDAQ 100 All Stars model closed down -4.42% on the week. The NASDAQ closed down -2.95%. The model is basically matching the QQQs on the year. The All Stars model under-performed the benchmark this week. NVidia (NVDA) which had …


ETF Sector Plus Strategy Insights: Average TSI (Part 1)

James Kimball |

The Sector models closed between -1.28% (Conservative) and -6.49% (Aggressive) on the week. The SPY closed down -1.85% on the week. The market narrowly edged out a ninth day in a row with lower closes (the longest streak since 1980) …


ETF Country Plus Strategy Insights: Average TSI (Part 1)

James Kimball |

The country models were down on the week on average about -2.2%. The benchmark was down -2.1%. Year-to-date, both county models are beating the benchmark by a nice margin. The market narrowly edged out a ninth day in a row …


ETF Complete Portfolio Strategy Insights: Average TSI (Part 1)

James Kimball |

The ETF Complete model closed the week down -3.1% compared to the SPY which closed down -1.9%. Year-to-date, the Complete Portfolio is now leading the SPY by about 11%. The market narrowly edged out a ninth day in a row …