ETF Investor- monthly recommendations for investing in Exchange-Traded Funds (ETFs). commentary on ETFs, current recommendations on sector ETFs, U.S. Markets ETFs and International ETFs, model ETF portfolios, and more. The model portfolios included a U.S. Portfolio, an International portfolios and a sector portfolio.
Why ETFs?
ETFs are the best investment idea to come along in the last generation
ETFs are designed to give you market average results for a particular market or sector, nothing more and nothing less. Over time, such an ETF will outperform all but the most fortunate conventional/open-end funds because it has a number of factors working in its favor:
- Minimal management fees;
- No 12b-1 fees for distribution costs, advertising and trailing commissions to the selling brokers;
- Minimum of capital gains distributions - no unexpected year end tax consequences;
- For a long-term holder, there is no cost for the portfolio turnover so common to all conventional mutual funds;
- Shares can be bought and sold anytime of the day during trading hours;
- ETF shares can be bought and sold anytime with limit, stop, and market if touched orders;
- Many ETFs have put and call options as well as being able to be bought on margin and sold short;
- The investor always knows what the fund holds;
- ETFs provide instant diversification through one purchase versus the cumulative commissions for the purchase of a multiple of positions;
- A portfolio geared toward growth, income or a blend.
- USA, specific country or global exposure
- Broad market or industry specific fund
- A link to commodities or currency
Our goal is to provide guidance as to which sectors are going up and which are in decline. We also see a need to differentiate specific funds by their characteristics. We will advise you about strategies that can be used to hedge your risk or enhance your returns. Finally, fees do count and we’ll compare them for you. Looking forward, ETFs are early in an evolutionary cycle where more and more intellectual input will be provided. We’ll keep you up to date on these changes and what they can mean for you.
Each month our newsletter will provide you with recommendations of funds to buy by sector, for the US market and for the international market. We’ll also tell you what new products are coming out and what’s happening in markets around the world…Richard Lehmann, Publisher, ISA - ETF Investor Newsletter
Click Here for a sample newsletter
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