ETF Complete Portfolio Strategy Insights: Trend Strength Indicator (Part 2)

James Kimball | February 16, 2016

The ETF Complete model closed the week up a +1.3% versus the SPY which closed down -0.7%. Year-to-date, the Complete Portfolio still has nearly an 11% relative performance lead on the SPY. After gaping lower to open the week, the …


ETF Complete Portfolio Strategy Insights: Trend Strength Indicator

James Kimball | February 8, 2016

The ETF Complete model closed the week up a strong +3.9% versus the SPY which tanked closing down -3.0%. Year-to-date, the Complete Portfolio still has nearly a 9% relative performance lead on the SPY. The early signs of a rally …


ETF Complete Portfolio Strategy Insights: Average TSI

James Kimball | February 1, 2016

The ETF Complete model closed the week down -1.27% versus the SPY which closed up +1.68%. Year-to-date, the Complete Portfolio still has a small relative performance lead on the SPY. The market had a nice rebound this week, though prior …


ETF Complete Portfolio Strategy Insights: ETF Survey

James Kimball | January 24, 2016

The ETF Complete model closed the week down -0.87% versus the SPY which closed up +1.44% with most of that rally coming on Friday’s price action. Year-to-date, the Complete Portfolio still has a significant relative performance lead on the SPY. …


ETF Complete Portfolio Strategy Insights: January Rebalance

James Kimball | January 18, 2016

The ETF Complete portfolio had a strong week relative to the benchmark, closing up +1.83% compared to the SPY down -2.15%. The Complete Portfolio has gained ground on the SPY over the last several weeks and is just barely down …


ETF Complete Portfolio Strategy Insights: Performance Spreads (Part 3)

James Kimball | January 11, 2016

The ETF Complete model was down -2.0% on the week, significantly less than the SPY which closed down nearly -6%. The SPY had a pretty miserable start to the year, plunging nearly 6% and squarely into the price range it …


ETF Complete Portfolio Strategy Insights: Performance Spreads (Part 2)

James Kimball | December 21, 2015

The ETF Complete model was down -1.05% on the week, basically matching the drop in the SPY which just shy of one percent. The market had a highly volatile week. It put in new recent lows on Monday, before gaping …


ETF Complete Portfolio Strategy Insights: Performance Spreads (Part 1)

James Kimball | December 14, 2015

The ETF Complete model was down -1.80% on the week compared to the SPY which took quite a tumble down -3.69%. The SPY continued with its seesaw this week. After spending a couple weeks towards the upper portion of its …


ETF Complete Portfolio Strategy Insights: Sound and Fury (Part 3)

James Kimball | December 7, 2015

The ETF Complete model was down -0.84% on the week compared to the SPY which was basically flat up +0.03%. The underperformance primarily resulted from a brief trade in TMF in the Country model. We exited this position on Friday …


ETF Complete Portfolio Strategy Insights: Sound and Fury (Part 2)

Mish Schneider | November 30, 2015

The email was prepared after the close on Wednesday and does not include any data from Friday’s partial market session. The market (as well as our models) were all quiet the first few days of this week.  It is common …