ETF Sector Plus Strategy Insights: Sector Conservative and Moderate (Part 3)

James Kimball | July 5, 2016

The Sector models closed the week between +3.06% (Moderate) and +10.55% (Aggressive) on the week. The SPY closed up +3.29% on the week. After initially opening the week much lower on holdover concerns from last week’s shocking “Brexit” vote, the …


ETF Country Plus Strategy Insights: Sector Conservative and Moderate (Part 3)

James Kimball |

The Country models were up on the week on average about +6.5%. The benchmark was up +3.8%. The Country models lag the benchmark by about half a percent on the year. After initially opening the week much lower on holdover …


ETF Complete Portfolio Strategy Insights: Sector Conservative and Moderate (Part 3)

James Kimball |

The ETF Complete model closed the week up +5.4% compared to the SPY which closed up +3.3%. Year-to-date, the Complete Portfolio is now leading the SPY by about 7.0%. After initially opening the week much lower on holdover concerns from …


ETF Sector Plus Strategy Insights: July Rebalance

James Kimball | June 27, 2016

The Sector models closed the week between -0.84% (Moderate) and +1.05% (Aggressive) on the week. The SPY closed down -1.59% on the week. Domestic and International markets were “rocked” on Friday by the United Kingdom vote to exit the European …


ETF Country Plus Strategy Insights: July Rebalance

James Kimball |

The Country models were down on the week on average about -3.7%. The benchmark was down -3.2%. The Country models lag the benchmark by 2-4% on the year. Domestic and International markets were “rocked” on Friday by the United Kingdom …


ETF Complete Portfolio Strategy Insights: July Rebalance

James Kimball |

The ETF Complete portfolio was down with the benchmark, closing down -1.8% compared to the SPY down -1.6%. The Complete Portfolio is beating the SPY by around 4% year-to-date. Domestic and International markets were “rocked” on Friday by the United …


ETF Sector Plus Strategy Insights: Sector Conservative and Moderate (Part 2)

James Kimball | June 20, 2016

The Sector models closed the week between -0.33% (Conservative) and +0.62% (Aggressive) on the week. The SPY closed down -1.69% on the week. The SPY closed the week down, crossing and closing below its 50 DMA, but just back into …


ETF Complete Portfolio Strategy Insights: Sector Conservative and Moderate (Part 2)

James Kimball |

The ETF Complete model closed the week up +0.8% compared to the SPY which closed down -1.7%. Year-to-date, the Complete Portfolio is now leading the SPY by about 4.9%. The SPY closed the week down, crossing and closing below its …


ETF Country Plus Strategy Insights: Sector Conservative and Moderate (Part 2)

James Kimball |

The Country models were down on the week on average about -0.67%. The benchmark was down -1.09%. The Country models lag the benchmark by 2-4% on the year. The SPY closed the week down, crossing and closing below its 50 …


ETF Complete Portfolio Strategy Insights: Sector Conservative and Moderate (Part 1)

James Kimball | June 13, 2016

The ETF Complete model closed the week up +0.8% compared to the SPY which closed down -0.1%. Year-to-date, the Complete Portfolio is now leading the SPY by about 2.4%. The SPY closed down slightly for the week but down sharply …