ETF Country Plus Strategy Insights: Crazy Market Volatility (Part 2)

James Kimball | September 8, 2015

The broader markets continue to exhibit above average volatility. The SPY gapped down on Monday and then again on Tuesday, putting in the low of the week, but not without nearly testing it again on Friday after lukewarm jobs report. …


ETF Complete Portfolio Strategy Insights: Crazy Market Volatility (Part 2)

James Kimball |

The broader markets continue to exhibit above average volatility. The SPY gapped down on Monday and then again on Tuesday, putting in the low of the week, but not without nearly testing it again on Friday after lukewarm jobs report. …


ETF Sector Plus Strategy Insights: Crazy Market Volatility (Part 2)

James Kimball |

The broader markets continue to exhibit above average volatility. The SPY gapped down on Monday and then again on Tuesday, putting in the low of the week, but not without nearly testing it again on Friday after lukewarm jobs report. …


ETF Complete Portfolio Strategy Insights: Crazy Market Volatility

James Kimball | August 31, 2015

It was another rough and tumultuous week for both the markets and the ETF models.  Unfortunately, we caught the wrong side of both the downdraft on Monday (because of the positions being executed on the open) and the following updraft …


ETF Country Plus Strategy Insights: Crazy Market Volatility

James Kimball |

It was another rough and tumultuous week for both the markets and the ETF models.  While we were positioned with short and alternative exposure, unfortunately TMF did not act a good hedge, selling off with the market (see the last …


ETF Sector Plus Strategy Insights: Crazy Market Volatility

James Kimball |

It was another rough and tumultuous week for both the markets and the ETF models.  Unfortunately, we caught the wrong side of both the downdraft on Monday (because of the positions being executed on the open) and the following updraft …


ETF Complete Portfolio Strategy Insights: Correlation (Part 3)

James Kimball | August 27, 2015

It was a rough week for the ETF Complete Portfolio, but not as rough as the broader market. The Complete was down -3.9% on the week compared to the SPY benchmark down a whopping -5.6%. On Friday, after we had …


ETF Country Plus Strategy Insights: Correlation (Part 3)

James Kimball |

It was a rough week for the ETF Country models, but not as rough as the broader market. Both the Basic and the Stops & Targets models were down about 4.5% on the week while the MSCI All World benchmark …


ETF Sector Plus Strategy Insights: Correlation (Part 3)

James Kimball |

It was a rough week for the ETF Sector models, but not as rough as the broader market. The Conservative and Moderate were both down a little over 4% while the SPY Benchmark was down -5.6% We have a number …


ETF Country Plus Strategy Insights: Correlation (Part 2)

James Kimball | August 17, 2015

Both ETF Country models closed negative on the week along with the MSCI All World Index benchmark, however their declines were rather muted with all three falling by less than a third of a percent.

We continue to have a …