ETF Complete Portfolio Strategy Insights: Correlation in the ETF Models (Part 2)

James Kimball | April 23, 2017

The ETF Complete model closed the week up +2.6% compared to the SPY which closed up +0.9%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 4%. The SPY clawed back most of last week’s losses to close …


ETF Complete Portfolio Strategy Insights: Correlation in the ETF Models (Part 1)

James Kimball | April 7, 2017

The ETF Complete model closed the week down -0.9% compared to the SPY which also closed down -0.2%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 3.5%. The SPY put in a quiet sideways week despite a …


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

James Kimball | April 2, 2017

The ETF Complete model closed the week up +0.5% compared to the SPY which also closed up +0.8%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 3%. After opening lower on Monday, the SPY clawed back a …


ETF Complete Portfolio Strategy Insights: Momentum in ETF Models (Part 2)

James Kimball | March 26, 2017

The ETF Complete model closed the week down -1.3% compared to the SPY which also closed down -1.3%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 2.6%. The -1.2% drop in the SPY on Tuesday was the …


ETF Complete Portfolio Strategy Insights: Momentum in the ETF Models (Part 1)

James Kimball | March 20, 2017

The ETF Complete model closed the week up +0.4% compared to the SPY which closed down -0.3%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 2.7%. The SPY put in a sideways to marginally negative week. It …


ETF Complete Portfolio Strategy Insights: Rolling Returns (Part 1)

James Kimball | March 5, 2017

The ETF Complete model closed the week up +0.9% compared to the SPY which closed up +0.7%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 2%. The SPY closed marginally higher on the week but almost a …


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

James Kimball | February 27, 2017

The ETF Complete model closed the week down -1.7% compared to the SPY which closed up +0.7%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 2%. The SPY, thanks to a late day rally Friday, closed positive …


ETF Complete Portfolio Strategy Insights: Understanding Key Performance Metrics (Part 3)

James Kimball | February 6, 2017

The ETF Complete model closed the week down -0.6% compared to the SPY which closed up +0.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1.5%. The market gapped down on Monday and spent the week trying …


ETF Complete Portfolio Strategy Insights: Understanding Key Performance Metrics (Part 2)

James Kimball | January 29, 2017

The ETF Complete model closed the week up +2.0% compared to the SPY which closed up +1.0%. Year-to-date, the Complete Portfolio is now leading the SPY by about 2%. The market, fueled both by strong earnings and by optimism over …


ETF Complete Portfolio Strategy Insights: 2016 Year in Review (Part 2)

James Kimball | January 16, 2017

The ETF Complete model closed the week down -0.1% compared to the SPY which closed down -0.1%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1%. The market put in a mostly sideways and jittery performance this …