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

James Kimball | September 14, 2015

The Sector ETF models continue to be in primarily cash with one short position in SH/SDS. 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 …


ETF Sector 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 Sector 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.  Unfortunately, we caught the wrong side of both the downdraft on Monday (because of the positions being executed on the open) and the following updraft …


ETF Sector Plus Strategy Insights: Correlation (Part 3)

James Kimball | August 27, 2015

It was a rough week for the ETF Sector models, but not as rough as the broader market. The Conservative and Moderate were both down a little over 4% while the SPY Benchmark was down -5.6% We have a number …


ETF Sector Plus Strategy Insights: Correlation (Part 2)

James Kimball | August 17, 2015

The ETF Sector models were up this week with the broader markets, save for the Sector Aggressive model which was flat.  On the year, the relative performance is little changes with the Conservative model edging out the SPY return and …


ETF Sector Plus Strategy Insights: Correlation (Part 1)

James Kimball | August 11, 2015

The ETF Sector models were down with the market, all of them having a little higher volatility and decline than the benchmark. Consumer discretionary (XLY) and healthcare (IBB & CURE) were two of the hardest hit sectors in the market …


ETF Sector Plus Strategy Insights: Crossing the Zero Divide (Part 4)

James Kimball | August 3, 2015

The ETF Sector models actually outperformed their benchmark across the board. The Sector Conservative model is back to beating the market while the Moderate and Aggressive both continue to lag on the year.

The week all the major indexes gapped …


ETF Sector Plus Strategy Insights: Crossing the Zero Divide (Part 3)

James Kimball | July 27, 2015

It looks like the markets are back to the see-saw. After a nice recovery last week, now all three of the models are down on the week with the benchmark. The Conservative and Moderate managed to beat the benchmark on …


ETF Sector Plus Strategy Insights: Crossing the Zero Divide (Part 2)

James Kimball | July 20, 2015

All three of the ETF Sector models were up this week, two beat the index while the Moderate lagged a little behind (due in part to the partial position in CURE). Year-to-date, the performance of the various models remain spread …


ETF Sector Plus Strategy Insights: Crossing the Zero Divide (Part 1)

James Kimball | July 12, 2015

All three of the ETF Sector models were up between +0.42% and +0.85% on the week, beating by a small margin the benchmarks which were basically flat over this same period. Year-to-date, the performance of the various models remain spread …