ETF Complete Portfolio Strategy Insights: Tracking and Rebalancing Your Portfolio

James Kimball | July 2, 2017

The ETF Complete model closed the week down -2.1% compared to the SPY which closed down -0.6%. Year-to-date, the Complete Portfolio is now lagging the SPY by about 0.3%. While the broader market did close marginally lower on the week, the tech-heavy NASDAQ took a bigger spill. The selloff could be related to concerns about valuation and some overcrowding in the tech space trade (which is up quite a bit in 2017). Markets recovered nicely

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