ETF Country Plus Strategy Insights: Momentum in the ETF Models (Part 1)

James Kimball | March 20, 2017

The country models were up on the week on average about +0.6%. The benchmark was up +1.2%. Year-to-date, both county models are lagging the benchmark. The SPY put in a sideways to marginally negative week. It was not able to …


ETF Country Plus Strategy Insights: Rolling Returns (Part 1)

James Kimball | March 5, 2017

The country models were up on the week on average about +0.5%. The benchmark was up +0.6%. Year-to-date, both county models are lagging the benchmark within a few percent. The SPY closed marginally higher on the week but almost a …


ETF Sector Plus Strategy Insights: ETF and Market Survey (Part 3)

James Kimball | February 27, 2017

The country models were down on the week on average about -1.6%. The benchmark was up +0.3%. Year-to-date, both county models are lagging the benchmark within a few percent. The SPY, thanks to a late day rally Friday, closed positive …


ETF Country Plus Strategy Insights: Understanding Key Performance Metrics (Part 3)

James Kimball | February 6, 2017

The country models were down on the week on average about -1.9%. The benchmark was up +0.3%. Year-to-date, both county models are lagging the benchmark within a small margin. The market gapped down on Monday and spent the week trying …


ETF Country Plus Strategy Insights: Understanding Key Performance Metrics (Part 2)

James Kimball | January 29, 2017

The country models were up on the week on average about +2.6%. The benchmark was up +1.2%. Year-to-date, both county models are beating the benchmark by a small margin. The market, fueled both by strong earnings and by optimism over …


ETF Country Plus Strategy Insights: 2016 Year in Review (Part 2)

James Kimball | January 16, 2017

The country models were up on the week on average about -0.7%. The benchmark was up +0.5%. Year-to-date, both county models are matching the benchmark within a small margin. The market put in a mostly sideways and jittery performance this …


ETF Country Plus Strategy Insights: 2016 Year in Review (Part 1)

James Kimball | January 9, 2017

The country models were up on the week on average about +3.2%. The benchmark was up +2.0%. Year-to-date, both county models are beating the benchmark by a small margin. The market put in a good holiday-shortened week of consecutive higher …


ETF Country Plus Strategy Insights: When and How to Start A Portfolio (Part 1)

James Kimball | December 4, 2016

The country models were down on the week on average about -0.7%. The benchmark was down -0.7%. Year-to-date, both county models are close to matching the benchmark. The SPY took a little bit of a pause this week, coming off …


ETF Country Plus Strategy Insights: Average TSI (Part 3)

James Kimball | November 20, 2016

The country models were up on the week on average about +0.25%. The benchmark was up +0.2%. Year-to-date, both county models are lagging the benchmark by a small margin. The SPY continued its upward trend, albeit at a slower pace …


ETF Country Plus Strategy Insights: Average TSI (Part 1)

James Kimball | November 6, 2016

The country models were down on the week on average about -2.2%. The benchmark was down -2.1%. Year-to-date, both county models are beating the benchmark by a nice margin. The market narrowly edged out a ninth day in a row …