ETF Country Plus Strategy Insights: Global Survey (Part 2)

James Kimball | October 26, 2015

The Country ETF models continue to be in primarily cash with one short position in EFZ in the models. The Country models were down about -0.45% on the week while the benchmark closed up +1.49%. The markets started the week …


ETF Country Plus Strategy Insights: Global Survey

James Kimball | October 19, 2015

The Country ETF models continue to be in primarily cash with one short position in EFZ in the models. The Country models were down about -0.18% on the week while the benchmark closed up +0.79%. After some decent selling pressure …


ETF Country Plus Strategy Insights: Market Corrections (Part 2)

James Kimball | October 11, 2015

The Country ETF models continue to be in primarily cash with one short position in EFZ in the models. Performance of the Country models remain primarily inverse to the benchmark. The SPY closed strong on the week but it is …


ETF Country Plus Strategy Insights: Market Corrections

James Kimball | October 5, 2015

The Country ETF models continue to be in primarily cash with one short position in EFZ in the models. Performance of the Country models were roughly inverse to the benchmark closing down about -0.7% vs the ACWI positive +1.6%. The …


ETF Country Plus Strategy Insights: Crazy Market Volatility (Part 5)

James Kimball | September 28, 2015

The Country ETF models continue to be primarily cash with one short position in EFZ. This lone short position and cash allowed the model to outperform the global benchmark by almost 3% on the week. Markets remain volatile. There were …


ETF Country Plus Strategy Insights: Crazy Market Volatility (Part 4)

James Kimball | September 21, 2015

The Country ETF models continue to be primarily cash with one short position in EFZ. In the last couple of weeks, this has meant that if the market was down, we were up and vice-versa. This week was no different …


ETF Country Plus Strategy Insights: Crazy Market Volatility (Part 3)

James Kimball | September 14, 2015

The Country ETF models continue to be primarily cash with one short position in EFZ. In the last couple of weeks, this has meant that if the market was down, we were up and vice-versa. This week was no different …


ETF Country Plus Strategy Insights: Crazy Market Volatility (Part 2)

James Kimball | September 8, 2015

The broader markets continue to exhibit above average volatility. The SPY gapped down on Monday and then again on Tuesday, putting in the low of the week, but not without nearly testing it again on Friday after lukewarm jobs report. …


ETF Country Plus Strategy Insights: Crazy Market Volatility

James Kimball | August 31, 2015

It was another rough and tumultuous week for both the markets and the ETF models.  While we were positioned with short and alternative exposure, unfortunately TMF did not act a good hedge, selling off with the market (see the last …


ETF Country Plus Strategy Insights: Correlation (Part 3)

James Kimball | August 27, 2015

It was a rough week for the ETF Country models, but not as rough as the broader market. Both the Basic and the Stops & Targets models were down about 4.5% on the week while the MSCI All World benchmark …