ETF Sector Plus Strategy Insights: Correlation in the ETF Models (Part 2)

James Kimball | April 23, 2017

The Sector models closed between +1.91% (Conservative) and +6.55% (Aggressive) on the week. The SPY closed up +.89% on the week. The SPY clawed back most of last week’s losses to close in the middle of its price range for …


ETF Sector Plus Strategy Insights: Correlation in the ETF Models (Part 1)

James Kimball | April 7, 2017

The Sector models closed between -2.44% (Aggressive) and -0.7% (Conservative) on the week. The SPY closed down -0.24% on the week. The SPY put in a quiet sideways week despite a lot of drama in both foreign and domestic political …


ETF Sector Plus Strategy Insights: Momentum in ETF Models (Part 3)

James Kimball | April 2, 2017

The Sector models closed between +0.81% (Conservative) and +2.30% (Aggressive) on the week. The SPY closed up +0.80% on the week. After opening lower on Monday, the SPY clawed back a little more than half the drop from the prior …


ETF Sector Plus Strategy Insights: Momentum in ETF Models (Part 2)

James Kimball | March 26, 2017

The Sector models closed between -3.71% (Aggressive) and -1.89% (Conservative) on the week. The SPY closed down -1.34% on the week. The -1.2% drop in the SPY on Tuesday was the largest one-day drop since last Fall and ended one …


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

James Kimball | March 20, 2017

The Sector models closed between -0.53% (Conservative) and +2.01% (Aggressive) on the week. The SPY closed down -0.28% on the week. The SPY put in a sideways to marginally negative week. It was not able to hold the Wednesday intraday …


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

James Kimball | March 5, 2017

The Sector models closed between +0.59% (Conservative) and +1.51% (Aggressive) on the week. The SPY closed up +0.71% on the week. The SPY closed marginally higher on the week but almost a full percent off the mid-week high on Wednesday. …


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

James Kimball | February 6, 2017

The Sector models closed between -0.71% (Conservative) and -0.39% (Aggressive) on the week. The SPY closed up +0.17% on the week. The market gapped down on Monday and spent the week trying to recover the recent high from the prior …


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

James Kimball | January 29, 2017

The Sector models closed between +2.36% (Conservative) and +4.65% (Aggressive) on the week. The SPY closed up +0.98% on the week. The market, fueled both by strong earnings and by optimism over changes in Washington, finally broke out the narrow …


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

James Kimball | January 16, 2017

The Sector models closed between -3.43% (Moderate) and +0.85% (Aggressive) on the week. The SPY closed down -0.66% on the week. The market put in a mostly sideways and jittery performance this week with numerous breakouts and failures, some related …