ETF Complete Portfolio Strategy Insights: Strength in Commodities (Part 1)

James Kimball | April 25, 2016

The ETF Complete model closed the week up 0.5%, right behind the SPY which closed up +0.6%. Year-to-date, the Complete Portfolio is outperforming the SPY by about 3%. The market rallied into the early half of the week before selling …


ETF Complete Portfolio Strategy Insights: 2016 Market and ETF Performance (Global Macro / Complete)

James Kimball | April 18, 2016

The ETF Complete model closed the week up 4.1%, beating the SPY by a wide margin which closed up +1.6%. Year-to-date, the Complete Portfolio is outperforming the SPY by about 3%. The market rally continued, albeit at a slower pace. …


ETF Complete Portfolio Strategy Insights: 2016 Market and ETF Performance (Country)

James Kimball | April 11, 2016

The ETF Complete model closed the week down -0.5%, beating the SPY which closed down -1.2%. Year-to-date, the Complete Portfolio is marginally outperforming the SPY. The market, somewhat expectantly, took a pause on the strong rally that dates back to …


ETF Complete Portfolio Strategy Insights: 2016 Market and ETF Performance (Sector)

James Kimball | April 4, 2016

The ETF Complete model closed the week up +1.7%, coming close to matching the SPY which closed up +1.9%. Year-to-date, the Complete Portfolio is roughly matching the SPY. The market rally continued this week, putting in strong days on Tuesday …


ETF Complete Portfolio Strategy Insights: 2016 Market and ETF Performance

James Kimball | March 28, 2016

The ETF Complete model closed the week down +2.7%, lagging behind the SPY which closed down +0.6%. Year-to-date, the Complete Portfolio is matching the SPY. On a shortened holiday week, the markets themselves took a bit of a pause, matching …


ETF Complete Portfolio Strategy Insights: TSI and the Zero Value (Part 4)

James Kimball | March 21, 2016

The ETF Complete model closed the week up +2.0%, beating the SPY which closed up +0.8%. Year-to-date, the Complete Portfolio has a 2% relative performance lead on the SPY. The SPY put in a strong week continuing its recent bullish …


ETF Complete Portfolio Strategy Insights: TSI and the Zero Value (Part 3)

James Kimball | March 14, 2016

The ETF Complete model closed the week up +1.0%, lagging a little behind the SPY which closed up +1.2%. Year-to-date, the Complete Portfolio has a 1% relative performance lead on the SPY. The SPY put in a bowl-shaped week, spiking …


ETF Complete Portfolio Strategy Insights: TSI and the Zero Value (Part 2)

James Kimball | March 7, 2016

The ETF Complete model closed the week down -0.4% versus the SPY which closed up +2.7%. Year-to-date, the Complete Portfolio has a 1% relative performance lead on the SPY. The SPY put in a strong week with four of the …


ETF Complete Portfolio Strategy Insights: TSI and the Zero Value

James Kimball | February 29, 2016

The ETF Complete model closed the week down -0.6% versus the SPY which closed up +1.6%. Year-to-date, the Complete Portfolio has a 4% relative performance lead on the SPY. The SPY gapped open on Monday, only to retrace deep into …


ETF Complete Portfolio Strategy Insights: The Year So Far

James Kimball | February 22, 2016

The ETF Complete model closed the week down -1.8% versus the SPY which closed up +2.9%. Year-to-date, the Complete Portfolio has a 6% relative performance lead on the SPY. The SPY gapped higher the first two days of the week, …