ETF Complete Portfolio Strategy Insights: Sector Conservative and Moderate (Part 3)

James Kimball | July 5, 2016

The ETF Complete model closed the week up +5.4% compared to the SPY which closed up +3.3%. Year-to-date, the Complete Portfolio is now leading the SPY by about 7.0%. After initially opening the week much lower on holdover concerns from …


ETF Complete Portfolio Strategy Insights: July Rebalance

James Kimball | June 27, 2016

The ETF Complete portfolio was down with the benchmark, closing down -1.8% compared to the SPY down -1.6%. The Complete Portfolio is beating the SPY by around 4% year-to-date. Domestic and International markets were “rocked” on Friday by the United …


ETF Complete Portfolio Strategy Insights: Sector Conservative and Moderate (Part 2)

James Kimball | June 20, 2016

The ETF Complete model closed the week up +0.8% compared to the SPY which closed down -1.7%. Year-to-date, the Complete Portfolio is now leading the SPY by about 4.9%. The SPY closed the week down, crossing and closing below its …


ETF Complete Portfolio Strategy Insights: Sector Conservative and Moderate (Part 1)

James Kimball | June 13, 2016

The ETF Complete model closed the week up +0.8% compared to the SPY which closed down -0.1%. Year-to-date, the Complete Portfolio is now leading the SPY by about 2.4%. The SPY closed down slightly for the week but down sharply …


ETF Complete Portfolio Strategy Insights: How to Follow the ETF Models (Part 4)

James Kimball | June 6, 2016

The ETF Complete model closed the week up +2.9% compared to the SPY which closed up +0.02%. Year-to-date, the Complete Portfolio is now leading the SPY by about 1.5%. The SPY closed the week basically flat. A big miss on …


ETF Complete Portfolio Strategy Insights: How to Follow the ETF Models (Part 3)

James Kimball | May 31, 2016

The ETF Complete model closed the week down -0.8% compared to the SPY which closed up +2.3%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 1.5%. The SPY had one of its strongest weeks of the year, …


ETF Complete Portfolio Strategy Insights: How to Follow the ETF Models (Part 2)

James Kimball | May 23, 2016

The ETF Complete model closed the week down -1.4% compared to the SPY which closed up +0.4%. Year-to-date, the Complete Portfolio is outperforming the SPY by about 2%. The broader market narrowly avoided its fourth negative week close in a …


ETF Complete Portfolio Strategy Insights: How to Follow the ETF Models (Part 3)

James Kimball | May 16, 2016

The ETF Complete model closed the week down -1.4%, a little more than the SPY which closed down -0.5%. Year-to-date, the Complete Portfolio is outperforming the SPY by about 4%. The broader market basically put in a relatively quiet sideways …


ETF Complete Portfolio Strategy Insights: Strength in Commodities (Part 3)

James Kimball | May 9, 2016

The ETF Complete model closed the week down -3.0%, a decent amount more than the SPY which closed down -0.3%. Year-to-date, the Complete Portfolio is outperforming the SPY by about 4%. The broader market continued the short-term down trend from …


ETF Complete Portfolio Strategy Insights: Strength in Commodities (Part 2)

James Kimball | May 2, 2016

The ETF Complete model closed the week up 2.8%, significantly ahead of the SPY which closed down -1.3%. Year-to-date, the Complete Portfolio is outperforming the SPY by about 7%. The broader market sold off into the tail of the week …