ETF Sector Plus Strategy Insights: Sound and Fury

James Kimball | November 23, 2015

The Sector models all put in strong weeks, beating out the SPY from +1% in the Conservative to +6% in the Aggressive. All three portfolios are in Technology (XLK/TECL) and Consumer discretionary(XLY). While the Conservative is also still in Semiconductors(SMH) …


ETF Sector Plus Strategy Insights: Rolling Return (Part 2)

James Kimball | November 15, 2015

Markets took a dive this week and the Sector ETFs went along for the ride. Technology was hit the hardest and our overexposure in that area did not help. The Conservative performed the best on the week but all were …


ETF Sector Plus Strategy Insights: Rolling Return

James Kimball | November 8, 2015

The Sector ETF models remain fully long with some differences between the Sector Conservative/Moderate and the Aggressive. The moderate performed the best on the week thanks to a Friday comeback in Semiconductors. The markets put in strong positive days on …


ETF Sector Plus Strategy Insights: Global Survey (Part 3)

James Kimball | November 2, 2015

The Sector ETF models have now fully migrated back into long positions. Technology, Semiconductors, and Consumer Discretionary were the first sectors to break out and they now comprise our holdings.  The performance this week continued to lag a little because …


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

James Kimball | October 26, 2015

The Sector ETF models have started to migrate back into long positions. Technology, Semiconductors, and Consumer Discretionary were the first sectors to break out.  The performance this week continued to lag due to our allocation but we can expect some …


ETF Sector Plus Strategy Insights: Global Survey

James Kimball | October 19, 2015

The Sector ETF models continue to be in primarily cash with one short position in SH/SDS in two of the models (Sector Moderate was stopped out of SDS on last week). Performance of the ETF models was relatively inverse to …


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

James Kimball | October 11, 2015

The Sector ETF models continue to be in primarily cash with one short position in SH/SDS in two of the models (Sector Moderate was stopped out of SDS on last week). Performance of the ETF models was relatively inverse to …


ETF Sector Plus Strategy Insights: Market Corrections

James Kimball | October 5, 2015

The Sector ETF models continue to be in primarily cash with one short position in SH/SDS in two of the models (Sector Moderate was stopped out of SDS on last week). Performance of the ETF models was relatively inverse to …


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

James Kimball | September 28, 2015

The Conservative and Moderate model have one lone position in XHB and the rest in cash, while the Aggressive is in SDS. The overall market was lower though the Conservative and Moderate held up better due primarily to its cash …


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

James Kimball | September 21, 2015

The Sector ETF models continue to be in primarily cash with one short position in SH/SDS and XHB in two of the models (Sector Moderate was stopped out of SDS on Thursday). Performance was relatively flat relative to the SPY …