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

James Kimball | April 27, 2015

The ETF Complete portfolio outpaced the SPY benchmark on the week, both were up around 2%. The Country model continues to perform the best of the three component models.  

The SPY, along with most of the major indexes, put in …


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

James Kimball | April 13, 2015

The ETF Complete portfolio ended the week essentially flat, up +0.04%. Strong gains in the Country model (FXI) were offset by losses in the Sector model (DRN).

The SPY closed positive thanks to strong gains on Monday and Friday that …


ETF Complete Portfolio Strategy Insights: Momentum (Part 4)

James Kimball | April 6, 2015

The ETF Complete portfolio ended the week essentially flat, down -0.07%. The SPY closed out marginally positive, but it didn’t feel like it as it gapped up Monday and then proceeded to sell off below the gap. A modest green …


ETF Complete Portfolio Strategy Insights: Momentum (Part 3)

James Kimball | March 30, 2015

Both the ETF Complete portfolio and its benchmark, SPY, ended the week negative with the ETF Complete underperforming by a little over 1%. We were stopped out of one of our positions, SOXL, after a large four-day selloff. Unfortunately for …


ETF Complete Portfolio Strategy Insights: Momentum (Part 2)

James Kimball | March 23, 2015

The ETF Complete portfolio ended the week positive, up over two percent, basically matching the SPY. On the year, the SPY still holds a narrow lead.

There were no position changes this week.  We had some strong gains in CURE, …


ETF Complete Portfolio Strategy Insights: Momentum (Part 1)

James Kimball | March 16, 2015

The ETF Complete portfolio ended the week basically flat, up +0.10%. While this isn’t a great return, it did hold up well this week while the SPY had its third week of losses in a row.

We made two position …


ETF Complete Portfolio Strategy Insights: ETFs

James Kimball | March 9, 2015

The ETF Complete portfolio ended the week negative but outperformed its benchmark, SPY. It was a rough week for U.S. markets with large selloffs in both the equity and debt markets.

The selloff on Friday came on the heels of …


ETF Complete Portfolio Strategy Insights: Tour of Website Features

James Kimball | March 2, 2015

The ETF Complete portfolio ended the week up three-quarters of a percent. Gains in China, India, Semiconductors, and Treasuries helped the model beat its benchmark this week.

The SPY closed out February with the largest monthly gain since October 2011. …


ETF Complete Portfolio Strategy Insights: ETF Model Drawdowns (Part 3)

James Kimball | February 23, 2015

The ETF Complete portfolio ended the week slightly positive thanks to a nice gain on Friday. We made a few position changes this week including rotating out of VXX and TMF and into QQQ and SOXL.

The SPY, after pausing …


ETF Complete Portfolio Strategy Insights: ETF Model Drawdowns (Part 2)

James Kimball | February 17, 2015

The ETF Complete portfolio pulled back a little with the selloff still principally coming in volatility and rates. We were stopped out in DRN and TMF, leaving the Sector positions completely in cash. It seems likely that we will have …