ETF Country Plus Strategy Insights: Sector Conservative and Moderate (Part 1)

James Kimball | June 13, 2016

The Country models were down on the week on average about -0.94%. The benchmark was down -1.10%. The Country models lag the benchmark by 2-4% on the year. The SPY closed down slightly for the week but down sharply on …

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

James Kimball |

The Sector models closed the week up between +0.76% (Moderate) and +2.08% (Aggressive) on the week. The SPY closed down -0.10% on the week. The SPY closed down slightly for the week but down sharply on Friday from the mid-week …

ETF Complete Portfolio Strategy Insights: How to Follow the ETF Models (Part 4)

James Kimball | June 6, 2016

The ETF Complete model closed the week up +2.9% compared to the SPY which closed up +0.02%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1.5%. The SPY closed the week basically flat. A big miss on …

ETF Country Plus Strategy Insights: How to Follow the ETF Models (Part 4)

James Kimball |

The Country models were up on the week on average about +2.8%. The benchmark was up +0.35%. The Country models lag the benchmark by 2-4% on the year. The SPY closed the week basically flat. A big miss on the …

ETF Sector Plus Strategy Insights: How to Follow the ETF Models (Part 4)

James Kimball |

The Sector models closed the week up between +3.95% (Moderate) and +8.63% (Conservative) on the week. The SPY closed up +0.02% on the week. The SPY closed the week basically flat. A big miss on the May jobs report (38,000 …

ETF Sector Plus Strategy Insights: How to Follow the ETF Models (Part 3)

James Kimball | May 31, 2016

The Sector models closed the week down between -0.01% (Moderate) and -1.99% (Conservative) on the week. The SPY closed up +2.3% on the week. The SPY had one of its strongest weeks of the year, closing less than 2% off …

ETF Country Plus Strategy Insights: How to Follow the ETF Models (Part 3)

James Kimball |

The Country models were down on the week on average about -0.6%. The benchmark was up +2.24%. The Country models lag the benchmark by 4-6% on the year. The SPY had one of its strongest weeks of the year, closing …

ETF Complete Portfolio Strategy Insights: How to Follow the ETF Models (Part 3)

James Kimball |

The ETF Complete model closed the week down -0.8% compared to the SPY which closed up +2.3%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 1.5%. The SPY had one of its strongest weeks of the year, …

ETF Complete Portfolio Strategy Insights: How to Follow the ETF Models (Part 2)

James Kimball | May 23, 2016

The ETF Complete model closed the week down -1.4% compared to the SPY which closed up +0.4%. Year-to-date, the Complete Portfolio is outperforming the SPY by about 2%. The broader market narrowly avoided its fourth negative week close in a …

ETF Country Plus Strategy Insights: How to Follow the ETF Models (Part 2)

James Kimball |

The Country models were down on the week on average about -0.9%. The benchmark was up +0.5%. The Country models lag the benchmark by 2-4% on the year. The broader market narrowly avoided its fourth negative week close in a …