ETF Complete Portfolio Strategy Insights: 2016 Year in Review (Part 1)

James Kimball | January 9, 2017

The ETF Complete model closed the week up +2.6% compared to the SPY which closed up +1.6%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1%. The market put in a good holiday-shortened week of consecutive higher …


ETF Complete Portfolio Strategy Insights: When and How to Start A Portfolio (Part 1)

James Kimball | December 4, 2016

The ETF Complete model closed the week down -1.7% compared to the SPY which closed down -0.8%. Year-to-date, the Complete Portfolio is now leading the SPY by about 11%. The SPY took a little bit of a pause this week, …


ETF Complete Portfolio Strategy Insights: Average TSI (Part 3)

James Kimball | November 20, 2016

The ETF Complete model closed the week up +2.7% compared to the SPY which closed up +0.9%. Year-to-date, the Complete Portfolio is now leading the SPY by about 12%. The SPY continued its upward trend, albeit at a slower pace …


ETF Complete Portfolio Strategy Insights: Average TSI (Part 1)

James Kimball | November 6, 2016

The ETF Complete model closed the week down -3.1% compared to the SPY which closed down -1.9%. Year-to-date, the Complete Portfolio is now leading the SPY by about 11%. The market narrowly edged out a ninth day in a row …


ETF Complete Portfolio Strategy Insights: Models and Market Performance Updates

James Kimball | October 31, 2016

The ETF Complete model closed the week down -2.3% compared to the SPY which closed down -0.7%. Year-to-date, the Complete Portfolio is now leading the SPY by about 13%. After gapping higher on Monday, the market sold off throughout the …


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

James Kimball | October 24, 2016

The ETF Complete model closed the week up +1.6% compared to the SPY which closed up +0.4%. Year-to-date, the Complete Portfolio is now leading the SPY by about 15%. After a close on Monday that was the lowest in almost …


ETF Complete Portfolio Strategy Insights: New Tools for Starting a Portfolio (Part 1)

James Kimball | October 17, 2016

The ETF Complete model closed the week down -1.9% compared to the SPY which closed down -0.9%. Year-to-date, the Complete Portfolio is now leading the SPY by about 13.4%. The SPY put in another week of sideways but negative action, …


ETF Complete Portfolio Strategy Insights: Trends in U.S. Sector ETFs

James Kimball | October 10, 2016

The ETF Complete model closed the week up +1.2% compared to the SPY which closed down -0.6%. Year-to-date, the Complete Portfolio is now leading the SPY by about 14.7%. The SPY put in another week of narrow sideways action. The …


ETF Complete Portfolio Strategy Insights: Trends in Country and Global Regional ETFs

James Kimball | October 3, 2016

The ETF Complete model closed the week up +0.5% compared to the SPY which closed up +0.1%. Year-to-date, the Complete Portfolio is now leading the SPY by about 12.7%. The SPY closed marginally higher, staying within the recent trading range …


ETF Complete Portfolio Strategy Insights: Smart Traders Treat Volatility as an Asset Class

James Kimball | September 26, 2016

The ETF Complete model closed the week up +2.4% compared to the SPY which closed up +1.2%. Year-to-date, the Complete Portfolio is now leading the SPY by about 12%.

The SPY closed the week towards the high end of the …