ETF Country Plus Strategy Insights: Global Survey (Part 2)

James Kimball | October 26, 2015

The Country ETF models continue to be in primarily cash with one short position in EFZ in the models. The Country models were down about -0.45% on the week while the benchmark closed up +1.49%. The markets started the week …


ETF Sector Plus Strategy Insights: Global Survey (Part 2)

James Kimball |

The Sector ETF models have started to migrate back into long positions. Technology, Semiconductors, and Consumer Discretionary were the first sectors to break out.  The performance this week continued to lag due to our allocation but we can expect some …


ETF Country Plus Strategy Insights: Global Survey

James Kimball | October 19, 2015

The Country ETF models continue to be in primarily cash with one short position in EFZ in the models. The Country models were down about -0.18% on the week while the benchmark closed up +0.79%. After some decent selling pressure …


ETF Complete Portfolio Strategy Insights: Global Survey

James Kimball |

The ETF Complete model continues to be in primarily cash with a few short positions in SDS/EFZ/EUM/VXX in two of the models. Performance of the ETF models was again roughly the inverse of the SPY. After some decent selling pressure …


ETF Sector Plus Strategy Insights: Global Survey

James Kimball |

The Sector ETF models continue to be in primarily cash with one short position in SH/SDS in two of the models (Sector Moderate was stopped out of SDS on last week). Performance of the ETF models was relatively inverse to …


ETF Complete Portfolio Strategy Insights: Market Corrections (Part 2)

James Kimball | October 11, 2015

The ETF Complete model continues to be in primarily cash with a few short positions in SDS/EFZ/EUM/VXX in two of the models (Sector Moderate was stopped out of SDS on last week). Performance of the ETF models was precisely inverse …


ETF Sector Plus Strategy Insights: Market Corrections (Part 2)

James Kimball |

The Sector ETF models continue to be in primarily cash with one short position in SH/SDS in two of the models (Sector Moderate was stopped out of SDS on last week). Performance of the ETF models was relatively inverse to …


ETF Country Plus Strategy Insights: Market Corrections (Part 2)

James Kimball |

The Country ETF models continue to be in primarily cash with one short position in EFZ in the models. Performance of the Country models remain primarily inverse to the benchmark. The SPY closed strong on the week but it is …


ETF Sector Plus Strategy Insights: Market Corrections

James Kimball | October 5, 2015

The Sector ETF models continue to be in primarily cash with one short position in SH/SDS in two of the models (Sector Moderate was stopped out of SDS on last week). Performance of the ETF models was relatively inverse to …


ETF Complete Portfolio Strategy Insights: Market Corrections

James Kimball |

The ETF Complete model continues to be in primarily cash with a few short positions in SDS/EFZ/EUM/VXX in two of the models (Sector Moderate was stopped out of SDS on last week). Performance of the ETF models was precisely inverse …