ETF Sector Plus Strategy Insights: Major Trades of 2016

James Kimball | September 12, 2016

The Sector models closed the week between -3.88% (Conservative) and -8.6% (Aggressive) on the week. The SPY closed down -2.33% on the week. After a quiet opening to the week near the all-time equity highs, the markets took a major …


ETF Counry Plus Strategy Insights: Major Trades of 2016

James Kimball |

The country models were down on the week on average about -1.0%. The benchmark was down -1.93%. Year-to-date, both county models are within a couple percent of the benchmark. After a quiet opening to the week near the all-time equity …


Weekly Review for 9/5/2016

James Kimball | September 4, 2016

The NASDAQ 100 All Stars model closed up +0.58% on the week. The NASDAQ closed up +0.29%. The model leads the QQQ by about 1% year-to-date. The All Stars model out-performed the benchmark this week. NVidia (NVDA)-while still one of …


ETF Complete Portfolio Strategy Insights: ETF Models and SPY TSI (Part 3)

James Kimball |

The ETF Complete model closed the week up +1.2% compared to the SPY which closed up +0.5%. Year-to-date, the Complete Portfolio is now leading the SPY by about 11%. The market closed up modestly on the week, but the price …


ETF Country Plus Strategy Insights: ETF Models and SPY TSI (Part 3)

James Kimball |

The country models were up on the week on average about +2.1%. The benchmark was up +1.01%. Year-to-date, both county models are within a couple percent of the benchmark. The market closed up modestly on the week, but the price …


ETF Sector Plus Strategy Insights: ETF Models and SPY TSI (Part 3)

James Kimball |

The Sector models closed the week between +0.56% (Conservative) and +1.67% (Aggressive) on the week. The SPY closed up +0.50% on the week. The market closed up modestly on the week, but the price action only brought us back to …


Weekly Review for 8/28/2016

James Kimball | August 29, 2016

The NASDAQ 100 All Stars model closed down -1.88% on the week. The NASDAQ closed down -0.41%. The model leads the QQQ by about 1% year-to-date. The All Stars model lagged slightly behind the benchmark this week. NVidia (NVDA) continued …


ETF Complete Portfolio Strategy Insights: ETF Models and SPY TSI (Part 2)

James Kimball |

The ETF Complete model closed the week down -1.1% compared to the SPY which closed down -0.6%. Year-to-date, the Complete Portfolio is now leading the SPY by about 10%. After several weeks of relatively quiet market action, the SPY finally …


ETF Sector Plus Strategy Insights: ETF Models and SPY TSI (Part 2)

James Kimball |

The Sector models closed between -4.09% (Conservative) and +0.26% (Moderate) on the week. The SPY closed down -0.57% on the week. After several weeks of relatively quiet market action, the SPY finally broke out of that range to the downside …


ETF Country Plus Strategy Insights: ETF Models and SPY TSI (Part 2)

James Kimball |

The country models were down on the week on average about -1.6%. The benchmark was up +0.91%. Year-to-date, both county models are within a few percent of the benchmark. After several weeks of relatively quiet market action, the SPY finally …