ETF Country Plus Strategy Insights: ETF Survey

James Kimball | January 24, 2016

The Country models were down on average about a half of a percent this week with the Stops & Targets model faring better thanks to taking profits in EFZ on Wednesday. The benchmark was up with the broader market about …


ETF Sector Plus Strategy Insights: ETF Survey

James Kimball |

The Sector models were down between -0.47% and -1.32% on the week with the Conservative finishing the strongest of the three on a relative basis. The SPY was up +1.44% on the week. The market started the week continuing its …


ETF Complete Portfolio Strategy Insights: January Rebalance

James Kimball | January 18, 2016

The ETF Complete portfolio had a strong week relative to the benchmark, closing up +1.83% compared to the SPY down -2.15%. The Complete Portfolio has gained ground on the SPY over the last several weeks and is just barely down …


ETF Sector Plus Strategy Insights: January Rebalance

James Kimball |

The Sector models were mostly flat to up on the week with the Aggressive finishing the strongest up +1.17%. The SPY was down -2.14% on the week. Meet the second week of 2016, same as the first week of 2016. …


ETF Country Plus Strategy Insights: January Rebalance

James Kimball |

The Country models were up this +1.06% compared to the benchmark which was down with the broader market over -2.68%. Meet the second week of 2016, same as the first week of 2016. Markets continued to show signs of distress …


ETF Complete Portfolio Strategy Insights: Performance Spreads (Part 3)

James Kimball | January 11, 2016

The ETF Complete model was down -2.0% on the week, significantly less than the SPY which closed down nearly -6%. The SPY had a pretty miserable start to the year, plunging nearly 6% and squarely into the price range it …


ETF Country Plus Strategy Insights: Performance Spreads (Part 3)

James Kimball |

The Country models were down on average this week a very mild -0.5% compared to the benchmark which was down with the broader market over -6.52%. The SPY had a pretty miserable start to the year, plunging nearly 6% and …


ETF Sector Plus Strategy Insights: Performance Spreads (Part 3)

James Kimball |

The Sector models were down on average about 4 to 5% on the week, with the Moderate taking the largest loss. The SPY was down almost 6% on the week. The SPY had a pretty miserable start to the year, …


ETF Country Plus Strategy Insights: Performance Spreads (Part 2)

James Kimball | December 21, 2015

The Country models were down on average this week a very mild -0.12% compared to the benchmark which was marginally positive up +0.25%. The market had a highly volatile week. It put in new recent lows on Monday, before gaping …


ETF Complete Portfolio Strategy Insights: Performance Spreads (Part 2)

James Kimball |

The ETF Complete model was down -1.05% on the week, basically matching the drop in the SPY which just shy of one percent. The market had a highly volatile week. It put in new recent lows on Monday, before gaping …