Weekly Review for 10/30

James Kimball | October 31, 2016

The NASDAQ 100 All Stars model closed up +0.41% on the week. The NASDAQ closed down -0.89%. The model leads the QQQ by about 1.5% year-to-date. The All Stars model out-performed the benchmark this week. NVidia (NVDA) had a powerful …


ETF Sector Plus Strategy Insights: Models and Market Performance Updates

James Kimball |

The Sector models closed between -1.42% (Conservative) and -0.58% (Aggressive) on the week. The SPY closed down -0.69% on the week. After gapping higher on Monday, the market sold off throughout the week, putting in consecutive lower closes every day. …


ETF Country Plus Strategy Insights: Models and Market Performance Updates

James Kimball |

The country models were down on the week on average about -1.2%. The benchmark was down -0.8%. Year-to-date, both county models are beating the benchmark by a nice margin. After gapping higher on Monday, the market sold off throughout the …


ETF Complete Portfolio Strategy Insights: Models and Market Performance Updates

James Kimball |

The ETF Complete model closed the week down -2.3% compared to the SPY which closed down -0.7%. Year-to-date, the Complete Portfolio is now leading the SPY by about 13%. After gapping higher on Monday, the market sold off throughout the …


Weekly Review for 10/23

James Kimball | October 24, 2016

The NASDAQ 100 All Stars model closed down -0.11% on the week. The NASDAQ closed up +0.86%. The model is matching the QQQ year-to-date. The All Stars model under-performed the benchmark this week. NVidia (NVDA) bounced back from the selling …


ETF Complete Portfolio Strategy Insights: New Tools for Starting a Portfolio (Part 2)

James Kimball |

The ETF Complete model closed the week up +1.6% compared to the SPY which closed up +0.4%. Year-to-date, the Complete Portfolio is now leading the SPY by about 15%. After a close on Monday that was the lowest in almost …


ETF Country Plus Strategy Insights: New Tools for Starting a Portfolio (Part 2)

James Kimball |

The country models were up on the week on average about +1.7%. The benchmark was up +0.7%. Year-to-date, both county models are beating the benchmark by a nice margin. After a close on Monday that was the lowest in almost …


ETF Sector Plus Strategy Insights: New Tools for Starting a Portfolio (Part 2)

James Kimball |

The Sector models closed between +1.34% (Aggressive) and +2.20% (Conservative) on the week. The SPY closed up +0.40% on the week. After a close on Monday that was the lowest in almost four months, the SPY looked like it might …


Weekly Review for 10/16/2016

James Kimball | October 17, 2016

The NASDAQ 100 All Stars model closed down -3.40% on the week. The NASDAQ closed down -1.12%. The model leads the QQQ by about 1% year-to-date. The All Stars model underperformed the benchmark this week. The problems plaguing Samsung set …


ETF Complete Portfolio Strategy Insights: New Tools for Starting a Portfolio (Part 1)

James Kimball |

The ETF Complete model closed the week down -1.9% compared to the SPY which closed down -0.9%. Year-to-date, the Complete Portfolio is now leading the SPY by about 13.4%. The SPY put in another week of sideways but negative action, …