Increases in ETF prices this past week have led to my models adding allocations to EFA, VGK, IWM, and DBC. Year-to-date, my model portfolio is down 8.2% versus a decline of 18.5% for the 60/40 portfolio. Since I started posting weekly ETF allocations late last year,...

As I noted last week, if the prices of US equities rose this week my models would increase allocations to SPY and IWM. You will note in the table further below that allocations to both of those ETFs did increase very modestly. As the models I use have allocation...

Recent increases in the prices of US equity ETFs have resulted in my models being very close to adding an allocation to those ETFs. Should US equity markets close 1% higher next week, my models will increase the allocation to SPY and likely add an allocation to IWM....