ETF Complete Portfolio Strategy Insights: ETF Survey (Part 1)

James Kimball | March 18, 2018

The ETF Complete model closed the week down -1.2% compared to the SPY which closed down -1.6%. The SPY, after a strong close to last week, settled back down to its 50-day and 10-day moving averages. Strong economic numbers and …


ETF Complete Portfolio Strategy Insights: Measuring Your Model (Part 4)

James Kimball | March 11, 2018

The ETF Complete model closed the week up +1.1% compared to the SPY which closed up +3.6%. The SPY recovered this week closing on Friday not far off from its prior week’s high. The jobs report on Friday was the …


ETF Complete Portfolio Strategy Insights: Measuring Your Model (Part 3)

James Kimball | March 4, 2018

The ETF Complete model closed the week down -1.7% compared to the SPY which closed down -2.0%. The market opened the week initially up with the SPY putting in its highest close since Feb 1st. However, after several days of …


ETF Complete Portfolio Strategy Insights: Measuring Your Model (Part 2)

James Kimball | February 25, 2018

The ETF Complete model closed the week up +0.7% compared to the SPY which closed up +0.6%. After recovering about half of the drop, markets put in a relatively quiet U-shaped week, closing Friday on its highest levels since February …


ETF Complete Portfolio Strategy Insights: Measuring Your Model (Part 1)

James Kimball | February 18, 2018

The ETF Complete model closed the week up +3.9% compared to the SPY which closed up +4.4%. After a breathless drop to start February and briefly touching its 200-day moving average for the first time in about 20 months, the …


ETF Complete Portfolio Strategy Insights: Drawdowns (Part 4)

James Kimball | February 11, 2018

The ETF Complete model closed the week down -6.8% compared to the SPY which closed down -5.1%. Markets took a beating this week, putting in one of the worst weeks in almost a decade. Concerns about rising inflation, interest rates, …


ETF Complete Portfolio Strategy Insights: Drawdowns (Part 3)

James Kimball | February 4, 2018

The ETF Complete model closed the week down -5.3% compared to the SPY which closed down -3.9%. The SPY, after a very strong run over the last several weeks, finally took a tumble, falling over 3% from last week’s Friday-high …


ETF Complete Portfolio Strategy Insights: Drawdowns (Part 2)

James Kimball | January 27, 2018

The ETF Complete model closed the week up +1.2% compared to the SPY which closed up +2.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 0.7%. The SPY continued its strong recent performance highlighted by big days …


ETF Complete Portfolio Strategy Insights: Drawdowns (Part 1)

James Kimball | January 21, 2018

The ETF Complete model closed the week up +0.2% compared to the SPY which closed up +0.9%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1.7%. The SPY opened the week to a new high before treading …


ETF Complete Portfolio Strategy Insights: 2017 Year in Review (Part 2)

James Kimball | January 14, 2018

The ETF Complete model closed the week up +3.4% compared to the SPY which closed up +1.6%. Year-to-date, the Complete Portfolio is now leading the SPY by about 2.6%. The SPY put in another strong week picking right off where …