ETF Complete Portfolio Strategy Insights: Half-Time Report

James Kimball | July 8, 2017

The ETF Complete model closed the week up +0.1% compared to the SPY which closed up +0.1%. Year-to-date, the Complete Portfolio is even with the SPY. The market closed roughly flat on this holiday shortened week, thanks to a strong …


ETF Complete Portfolio Strategy Insights: Tracking and Rebalancing Your Portfolio

James Kimball | July 2, 2017

The ETF Complete model closed the week down -2.1% compared to the SPY which closed down -0.6%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 0.3%. While the broader market did close marginally lower on the week, …


ETF Complete Portfolio Strategy Insights: Global Macro Survey

James Kimball | June 23, 2017

The ETF Complete model closed the week up +0.7% compared to the SPY which closed up +0.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1.5%. After gapping higher on Monday, markets slumped back sideways. Just off …


ETF Complete Portfolio Strategy Insights: U.S. Sector Survey (Part 2)

James Kimball | June 16, 2017

The ETF Complete model closed the week down -0.4% compared to the SPY which closed down -0.4%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1%. Markets were mostly flat and quiet on the week, digesting last …


ETF Complete Portfolio Strategy Insights: U.S. Sector Survey

James Kimball | June 11, 2017

The ETF Complete model closed the week down -1.9% compared to the SPY which closed down -0.3%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1%. Markets were looking to close marginally higher on the week until …


ETF Complete Portfolio Strategy Insights: Global Markets (Part 2)

James Kimball | May 27, 2017

The ETF Complete model closed the week up +1.4% compared to the SPY which closed also closed up +1.4%. Year-to-date, the Complete Portfolio is leading the SPY by about 1.6%. Markets put in a strong week with the SPY and …


ETF Complete Portfolio Strategy Insights: Global Markets (Part 1)

James Kimball | May 22, 2017

The ETF Complete model closed the week up +0.7% compared to the SPY which closed down -0.3%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1.7%. Markets across the globe took a tumble on Wednesday, putting in …


ETF Complete Portfolio Strategy Insights: Slicing Up the ETF Trades (Part 2)

James Kimball | May 14, 2017

The ETF Complete model closed the week up 1.1% compared to the SPY which closed down -0.3%. Year-to-date, the Complete Portfolio is now leading the SPY by about 0.6%. It was a relatively quiet week in the markets with the …


ETF Complete Portfolio Strategy Insights: Slicing Up the ETF Trades (Part 1)

James Kimball | May 8, 2017

The ETF Complete model closed the week up +2.7% compared to the SPY which closed up 0.7%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 0.8%. The SPY closed the week positive, in part off an above …


ETF Complete Portfolio Strategy Insights: Correlation in the ETF Models (Part 3)

James Kimball | May 1, 2017

The ETF Complete model closed the week up +2.6% compared to the SPY which closed up 1.5%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 3.5%. The SPY started the week strong, gapping higher on Monday and …