As ETFs have gained favor over the past 10 years, the level of complexity associated with their underlying indexes has also become much more intricate. Only a few years ago, […]
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Year: 2014
The March ETF Investor Guide Data Is Now Available
Available now for download are the investment recommendations found in the March ETF Investor Guide. Additionally, you will find comprehensive data for each fund through March 14, 2014. Click here […]
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March ETF Investor Guide Market Perspective: Will China Slow the U.S. Bull Market Run?
As expected, it has been a volatile month for stocks. In the middle of February, stocks were in the beginning of a rally off of lows set earlier in the […]
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ETF Investor Guide Model Changes & Performance Returns
We have made several changes to the ETF Investor Guide Model Portfolios. Please login to your account to access the buy and sell recommendations. If you do not receive the ETF Investor Guide, please call us at (888) 252-5372 to immediately begin your membership.
Additionally, we are pleased to report our year-to-date performance of the ETF Investor Guide Model Portfolios through March 14, 2014:
Aggressive Sector Portfolio: +1.40%
Straight Growth Portfolio: +1.24%
Balanced Growth Portfolio: +1.00%
Conservative Income Portfolio: +0.24%
Global Portfolio: +0.24%
Aggressive Value Portfolio: -0.02%
Absolute Return/Down Market Portfolio: -0.59%
S&P 500 Index: -0.39%
ETF Investor Guide Portfolio Changes
We made several changes to the models this month. In the ETF Aggressive Value Portfolio we sold Vanguard Industrials (VIS) and purchased SPDR S&P Russia (RBL). Since we purchased VIS, […]
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