The ETF Country models, while they were flat on the week, beat out the ACWI index by over 1 percent by avoiding the decline in that index. The Country Basic is the strongest on the year, leading the ACWI by …
The ETF Sector models took a hit this week, in large part due to Semiconductors coming off their recent all-time highs. The Sector Conservative is up on the SPY year-to-date, the Moderate is lagging by a small margin, while the …
The ETF Country models, along with the ACWI index, pulled back this week. The pullback was focused around Asia where we are over-weighted in our portfolios so our portfolios pulled back a little more than the benchmark. The Country Basic …
All three ETF Sector models beat out the benchmark again, helped in large part from the surge in semiconductors from mergers and acquisitions news. The performance data will now reflect our new organization in the ETF Sector family of models.…
The ETF Complete portfolio beat out the SPY benchmark by over one percent this week. The Complete portfolio, while it still lags the benchmark on the year, has narrowed that gap by a nice margin in recent weeks.
The U.S. …
The ETF Complete portfolio beat out the SPY benchmark by over one percent this week. The Complete portfolio, while it still lags the benchmark on the year, has narrowed that gap by a nice margin in recent weeks.
The SPY …
Both ETF Country models beat their benchmark by over 1 percent this week. All three of our holdings have exposure to Asian equities. The MSCI World Index was down -0.27%.
The U.S. markets spent most of the week going sideways, …
Both ETF Sector models beat out the benchmark for the third week in a row, with the Sector Basic model putting in the highest gain of the three. While both models continue to lag the benchmark on the year, they …
The ETF Complete portfolio beat out the SPY benchmark by about a half percent this week. The relative performance year-to-date between the SPY and Complete continues to remain relatively consistent in recent weeks.
The SPY sold off into the first …
Both ETF Country models marginally underperformed their benchmark this week, up +0.51% vs the MSCI All World Index up +0.7%. All three of our holdings have exposure to Asian equities, which underperformed most of the week only to come barreling …