ETF Sector Plus Strategy Insights: Correlation (Part 2)

James Kimball | August 17, 2015

The ETF Sector models were up this week with the broader markets, save for the Sector Aggressive model which was flat.  On the year, the relative performance is little changes with the Conservative model edging out the SPY return and …


ETF Complete Portfolio Strategy Insights: Correlation (Part 2)

James Kimball |

The ETF Complete portfolio followed the market up on the week, +0.51% versus the benchmark up +0.69%. The Sector Moderate was the best performer while the Country portion closed marginally lower along with the MSCI All World index. We continue …


ETF Complete Portfolio Strategy Insights: Correlation (Part 1)

James Kimball | August 11, 2015

The ETF Complete portfolio followed the market down on the week, however we did marginally outperform closing down only -0.87% versus the benchmark down -1.2% on the week. The Sector Moderate was the primary underperformer caused by outsized sell-offs in …


ETF Country Plus Strategy Insights: Correlation (Part 1)

James Kimball |

Both ETF Country models closed negative on the week along with the market, however their -0.38% and -0.28% moves both outperformed the benchmark which was down -0.83%. On the year, the performance for all the models and the benchmark remain …


ETF Sector Plus Strategy Insights: Correlation (Part 1)

James Kimball |

The ETF Sector models were down with the market, all of them having a little higher volatility and decline than the benchmark. Consumer discretionary (XLY) and healthcare (IBB & CURE) were two of the hardest hit sectors in the market …


ETF Complete Portfolio Strategy Insights: Crossing the Zero Divide (Part 4)

James Kimball | August 3, 2015

The ETF Complete portfolio matched the market this week, up +1.15% with the SPY up +1.21%. The performance of the Global Macro component continued to be the laggard of the three. However, that model has mixed long and short exposure …


ETF Country Plus Strategy Insights: Crossing the Zero Divide (Part 4)

James Kimball |

Both ETF Country models handily beat their benchmark, up around +1.8% for the week relative to the MSCI up +0.94%. On the year, the performance for all the models and the benchmark remain rather muted.

The week all the major …


ETF Sector Plus Strategy Insights: Crossing the Zero Divide (Part 4)

James Kimball |

The ETF Sector models actually outperformed their benchmark across the board. The Sector Conservative model is back to beating the market while the Moderate and Aggressive both continue to lag on the year.

The week all the major indexes gapped …


ETF Sector Plus Strategy Insights: Crossing the Zero Divide (Part 3)

James Kimball | July 27, 2015

It looks like the markets are back to the see-saw. After a nice recovery last week, now all three of the models are down on the week with the benchmark. The Conservative and Moderate managed to beat the benchmark on …


ETF Country Plus Strategy Insights: Crossing the Zero Divide (Part 3)

James Kimball |

Both ETF Country models were down about 1.3% on the week, outperforming the benchmark by a full percent. On the year, the performance for all the models and the benchmark remain rather muted.

The week saw a slow march down …