ETF Complete Portfolio Strategy Insights: 2017 Year in Review (Part 1)

James Kimball | January 7, 2018

The ETF Complete model closed the week up +3.2% compared to the SPY which closed up +2.5%. Year-to-date, the Complete Portfolio is now leading the SPY by about 0.7%. The SPY put in a strong holiday-shortened week to start 2018 …


ETF Complete Portfolio Strategy Insights: ETF and Market Survey (Part 3)

James Kimball | December 17, 2017

The ETF Complete model closed the week up +0.1% compared to the SPY which closed up +0.6%. Year-to-date, the Complete Portfolio is now leading the SPY by about 2%. Stay tuned for the daily updates and log into the website …


ETF Complete Portfolio Strategy Insights: ETF and Market Survey (Part 2)

James Kimball | December 10, 2017

The ETF Complete model closed the week down -0.1% compared to the SPY which closed up +0.4%. Year-to-date, the Complete Portfolio is now leading the SPY by about 2%. We saw some minor divergences in the indexes this week as …


ETF Complete Portfolio Strategy Insights: The Ins and Outs of Leveraged ETFs (Part 3)

James Kimball | November 19, 2017

The ETF Complete model closed the week up +0.1% compared to the SPY which closed down -0.1%. Year-to-date, the Complete Portfolio is now leading the SPY by about 4.5%. The SPY put in a mid-week dip but reversed course to …


ETF Complete Portfolio Strategy Insights: The Ins and Outs of Leveraged ETFs (Part 2)

James Kimball | November 11, 2017

The ETF Complete model closed the week flat +0.0% compared to the SPY which closed down -0.1%. Year-to-date, the Complete Portfolio is now leading the SPY by about 4.5%. The SPY, after putting in a new mid-week new high, closed …


ETF Complete Portfolio Strategy Insights: The Ins and Outs of Leveraged ETFs (Part 1)

James Kimball | November 5, 2017

The ETF Complete model closed the week up +0.8% compared to the SPY which closed up +0.3%. Year-to-date, the Complete Portfolio is now leading the SPY by about 4.4%. The SPY continues its strength, putting in a new all-time high …


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

James Kimball | October 29, 2017

The ETF Complete model closed the week up +1.6% compared to the SPY which closed up +0.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 4%. After a small dip mid-week, the SPY once again roared to …


ETF Complete Portfolio Strategy Insights: Relative Performance (Part 2)

James Kimball | October 22, 2017

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ETF Complete Portfolio Strategy Insights: Relative Performance (Part 1)

James Kimball | October 15, 2017

The ETF Complete model closed the week up +1.9% compared to the SPY which closed up +0.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 2.4%. The SPY put in a new all-time on Friday. The Fed …


ETF Complete Portfolio Strategy Insights: Tools for Starting a New Portfolio (Part 2)

James Kimball | October 7, 2017

The ETF Complete model closed the week up +2.3% compared to the SPY which closed up +1.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 0.5%. The SPY had a streak of seven positive days in a …