ETF Complete Portfolio Strategy Insights: Half-Time Report

James Kimball | July 6, 2015

The ETF Complete portfolio had a rough week, centered on the Global Macro model, which saw XIV and TAN make outsized moves down. Both XIV and FXI were stopped out of at breakeven on the remainder of those positions and …


ETF Complete Portfolio Strategy Insights: Time to Regain Our Balance

James Kimball | June 29, 2015

The ETF Complete portfolio had a strong week relative to the benchmark, closing up almost half a percent versus the SPY down a third of a percent. The Complete Portfolio has gained ground on the SPY over the last several …


ETF Complete Portfolio Strategy Insights: Stops and Targets Analysis (Part 3)

James Kimball | June 22, 2015

The ETF Complete portfolio closed marginally negative on the week, trailing the SPY which managed a marginal gain. This week, the laggard was the Country model and primarily China (FXI) which closed down nearly 5% on the week. The Complete …


ETF Complete Portfolio Strategy Insights: Stops and Targets Analysis (Part 2)

James Kimball | June 15, 2015

Both the ETF Complete portfolio and the SPY put in mostly sideways weeks, skirting the zero line. The SPY benchmark edged a slightly higher return. The Complete Portfolio was held back by a continued pullback in Semiconductors, one of the …


ETF Complete Portfolio Strategy Insights: Stops and Targets Analysis (Part 1)

James Kimball | June 8, 2015

The ETF Complete portfolio took a slightly larger hit this week than the SPY benchmark. Most of that decline came in the Sector Moderate model, which took a hit from Semiconductors pulling off their recent new all-time highs and healthcare …


ETF Complete Portfolio Strategy Insights: New Changes to the Sector Models (Part 1)

James Kimball | June 1, 2015

The ETF Complete portfolio beat out the SPY benchmark by over one percent this week. The Complete portfolio, while it still lags the benchmark on the year, has narrowed that gap by a nice margin in recent weeks.

The U.S. …


ETF Complete Portfolio Strategy Insights: Global Capital Movement (Part 3)

James Kimball | May 26, 2015

The ETF Complete portfolio beat out the SPY benchmark by over one percent this week. The Complete portfolio, while it still lags the benchmark on the year, has narrowed that gap by a nice margin in recent weeks.

The SPY …


ETF Complete Portfolio Strategy Insights: Global Capital Movement (Part 2)

James Kimball | May 18, 2015

The ETF Complete portfolio beat out the SPY benchmark by about a half percent this week. The relative performance year-to-date between the SPY and Complete continues to remain relatively consistent in recent weeks.

The SPY sold off into the first …


ETF Complete Portfolio Strategy Insights: Global Capital Movement (Part 1)

James Kimball | May 10, 2015

The ETF Complete portfolio lagged behind the SPY benchmark by about a half percent this week. The relative performance year-to-date between the SPY and Complete has remained relatively consistent in recent weeks.

The SPY sold off the first three days …


ETF Complete Portfolio Strategy Insights: Relative Performance (Part 4)

James Kimball | May 4, 2015

The ETF Complete portfolio underperformed the SPY benchmark this week by a little over a half of a percent and about 4% on the year. The Country model remains the strongest of the three component models.

The SPY, along with …