ETF Sector Plus Strategy Insights: Global Capital Movement (Part 2)

James Kimball | May 18, 2015

Both ETF Sector models beat out the benchmark for the second week in a row, with the Sector Basic model putting in the highest gain of the three. On the year, they remain negative and lagging the SPY benchmark, however, …


ETF Complete Portfolio Strategy Insights: Global Capital Movement (Part 1)

James Kimball | May 10, 2015

The ETF Complete portfolio lagged behind the SPY benchmark by about a half percent this week. The relative performance year-to-date between the SPY and Complete has remained relatively consistent in recent weeks.

The SPY sold off the first three days …


ETF Country Plus Strategy Insights: Global Capital Movement (Part 1)

James Kimball |

Both ETF Country models pulled back a little this week. All three of our holdings have exposure to Asian equities, which sold-off the majority of the week before rebounding nicely on Friday. The benchmark, MSCI All World Index, managed a …


ETF Sector Plus Strategy Insights: Global Capital Movement (Part 1)

James Kimball |

Both ETF Sector models beat out the benchmark this week, with the Sector Basic model putting in the highest gain of the three.

The SPY sold off the first three days of the week and then recovered all of that …


ETF Complete Portfolio Strategy Insights: Relative Performance (Part 4)

James Kimball | May 4, 2015

The ETF Complete portfolio underperformed the SPY benchmark this week by a little over a half of a percent and about 4% on the year. The Country model remains the strongest of the three component models.

The SPY, along with …


ETF Country Plus Strategy Insights: Relative Performance (Part 4)

James Kimball |

Both ETF Country models pulled back this week, along with the overall market. International markets remain strong outperformers on the year and our two models are matching or beating MSCI All World Index.

The SPY, along with most of the …


ETF Sector Plus Strategy Insights: Relative Performance (Part 4)

James Kimball |

Both ETF Sector models continued to lag the benchmark on the week and on the year. A sell-off in healthcare hurt our IBB and CURE holdings, while semiconductors, after Friday’s impressive performance, ended the week positive. 

The SPY, along with …


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

James Kimball | April 27, 2015

The ETF Complete portfolio outpaced the SPY benchmark on the week, both were up around 2%. The Country model continues to perform the best of the three component models.  

The SPY, along with most of the major indexes, put in …


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

James Kimball |

The Stops & Targets model had a very strong week outpacing the benchmark by almost a percent. The basic model lagged behind the benchmark this week as TMF dropped off a little. We rotated out of that position into SSO …


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

James Kimball |

The ETF Sector Basic model outpaced the benchmark on a week-ending basis while the Stops & Targets model continued to lag behind, though it closed positive on the week. Semiconductors still remain quite volatile. On Wednesday, they put in a …