ETF Sector Plus Strategy Insights: Relative Performance (Part 3)

James Kimball | April 27, 2015

The ETF Sector Basic model outpaced the benchmark on a week-ending basis while the Stops & Targets model continued to lag behind, though it closed positive on the week. Semiconductors still remain quite volatile. On Wednesday, they put in a …


ETF Sector Plus Strategy Insights: Relative Performance (Part 1)

James Kimball | April 13, 2015

The Basic model had a solid week, beating out the benchmark by a small margin.  Meanwhile, the Stops & Targets model, with only one position and that one selling off considerably had a very poor week down just over 4%.…


ETF Sector Plus Strategy Insights: Momentum (Part 4)

James Kimball | April 6, 2015

Both the Basic and Stops & Targets models closed the week negative. The SPY closed out marginally positive, but it didn’t feel like it as it gapped up Monday and then proceeded to sell off below the gap. A modest …


ETF Sector Plus Strategy Insights: Momentum (Part 3)

James Kimball | March 30, 2015

Both the Basic and Stops & Targets models took a beating this week. Even a nice bounce on Friday in our positions couldn’t repair all of the damage. All three positions were down this week, though the big hit took …


ETF Sector Plus Strategy Insights: Momentum (Part 2)

James Kimball | March 23, 2015

Both the Basic and Stops & Targets models put in very strong gains this week, now ending positive on the year. The Basic is now matching the benchmark and the Stops & Targets continued to pull ahead by a nice …


ETF Sector Plus Strategy Insights: Momentum (Part 1)

James Kimball | March 16, 2015

Both the Basic and Stops&Targets model beat the SPY benchmark this week as the SPY closed its third week in a row with negative returns. On the year, the results are a little more mixed with the Sector Basic model …


ETF Sector Plus Strategy Insights: ETFs

James Kimball | March 9, 2015

The ETF Sector Basic model took a big hit on Friday selloff. Very few things avoided the melee. The Sector Stops & Targets, sitting in mostly cash, outperformed on the week and remains above the SPY for year-to-date performance.  The …


ETF Sector Plus Strategy Insights: Tour of Website Features

James Kimball | March 2, 2015

The Stops and Targets model continued its recent outperformance over the Basic model thanks to continued weakness in DRN.  The SPY closed out February with the largest monthly gain since October 2011. While the SPY did put in new all-time …


ETF Sector Plus Strategy Insights: ETF Model Drawdowns (Part 3)

James Kimball | February 23, 2015

The SPY, after pausing around the highs of its recent trading range, went on to put in a strong new high close Friday off the heels of some positive news out of Europe. Both ETF Sector-based models were able to …


ETF Sector Plus Strategy Insights: ETF Model Drawdowns (Part 2)

James Kimball | February 17, 2015

Both of the ETF Sector-based models underperformed the SPY benchmark this week. The market snapped back nicely and our positions in rate-based DRN and TMF did not fare well. On the year the Stops & Targets model is keeping up …