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

James Kimball | October 17, 2016

The country models were down on the week on average about -1.1%. The benchmark was down -1.3%. Year-to-date, both county models are beating the benchmark by a nice margin. The SPY put in another week of sideways but negative action, …


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

James Kimball |

The Sector models closed the week between -2.8% (Conservative) and -5.94% (Aggressive) on the week. The SPY closed down -0.89% on the week. The SPY put in another week of sideways but negative action, still mostly contained within the same …


Weekly Review for 10/9/2016

James Kimball | October 10, 2016

The NASDAQ 100 All Stars model closed down -1.38% on the week. The NASDAQ closed up -0.67%. The model leads the QQQ by about 4% year-to-date. The All Stars model slightly underperformed the benchmark this week. NVidia (NVDA) came under …


ETF Sector Plus Strategy Insights: Trends in U.S. Sector ETFs

James Kimball |

The Sector models closed the week between -4.82% (Conservative) and +0.01% (Aggressive) on the week. The SPY closed down -0.59% on the week. The SPY put in another week of narrow sideways action. The bulk of the last month’s price …


ETF Country Plus Strategy Insights: Trends in U.S. Sector ETFs

James Kimball |

The country models were up on the week on average about +1.5%. The benchmark was down -0.6%. Year-to-date, both county models are beating the benchmark by a small margin. The SPY put in another week of narrow sideways action. The …


ETF Complete Portfolio Strategy Insights: Trends in U.S. Sector ETFs

James Kimball |

The ETF Complete model closed the week up +1.2% compared to the SPY which closed down -0.6%. Year-to-date, the Complete Portfolio is now leading the SPY by about 14.7%. The SPY put in another week of narrow sideways action. The …


Weekly Review for 10/2/2016

James Kimball | October 3, 2016

The NASDAQ 100 All Stars model closed up 2.13% on the week. The NASDAQ closed up 0.31%. The model leads the QQQ by about 5.0% year-to-date. The All Stars model strongly outperformed the benchmark this week. Semiconductors put in a …


ETF Complete Portfolio Strategy Insights: Trends in Country and Global Regional ETFs

James Kimball |

The ETF Complete model closed the week up +0.5% compared to the SPY which closed up +0.1%. Year-to-date, the Complete Portfolio is now leading the SPY by about 12.7%. The SPY closed marginally higher, staying within the recent trading range …


ETF Country Plus Strategy Insights: Trends in Country and Global Regional ETFs

James Kimball |

The country models were down on the week on average about -0.2%. The benchmark was basically flat at -0.02%. Year-to-date, both county models are within a couple percent of the benchmark. The SPY closed marginally higher, staying within the recent …


ETF Sector Plus Strategy Insights: Trends in Country and Global Regional ETFs

James Kimball |

The Sector models closed the week between +0.9% (Conservative) and +9.22% (Aggressive) on the week. The SPY closed up +0.13% on the week. The SPY closed marginally higher, staying within the recent trading range and below its 50 day moving …