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November 26, 2014
Successful ETF Investing

Successful ETF Investing
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November 25, 2014
Weekly ETF Report

Why I’m Thankful for ETFs Happy Thanksgiving week! I must admit that this is one of my favorite weeks of the year, and that’s not just because we get an extra day off from the hustle and bustle of the financial markets. What I really love about Thanksgiving is that it provides us with a reminder to stop and reflect on what we’re all truly thankful for. In my case, I am thankful for all of my tremendous family and friends who help fill my life with happiness and purpose. I’m also thankful that I was born and raised in a country that provides the freedom for me to choose my own destiny. Professionally, I am thankful for one of the biggest, most positive developments in years, and that is the proliferation and increasing adoption of exchange-traded funds (ETFs). Why am I so thankful for ETFs? Here’s a short list of my favorite reasons why we all should be thankful for these fantastic investment vehicles. Simple to understand. ETFs are usually pegged to an index, and that means there’s no mystery about what kind of trading scheme or investment thesis you’re buying into. Easy to use. ETFs can be bought and sold via any brokerage account, usually with a just a few clicks of your mouse or a quick phone call. Cost effective. ETFs are dirt cheap when compared with the cost of similar mutual funds. On average, ETFs will cost you about 75% less to own than a comparable […]

November 21, 2014
Successful ETF Investing

Successful ETF Investing
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November 21, 2014
Weekly ETF Report

China ETFs: The Biggest Dragons in the Lair In last week’s issue of the Weekly ETF Report, I mentioned that my job as an investment adviser allows me to review many prospective client portfolios. I also mentioned that I enjoy this process, as it tells me a lot about how investors are approaching the markets, and where there is a distinct concentration of assets, as well as a lack of assets. One portfolio in particular that I reviewed this week was heavily weighted toward U.S. equities and cash. This situation certainly seems to be the norm these days. While this gentleman’s portfolio was doing pretty well, there wasn’t much diversification, with virtually zero allocation to international markets. Interestingly, this lack of international exposure was something this prospective client realized. He then asked me which parts of the world I thought were the best in terms of where to start adding international equity exposure. My first response… China. As I also mentioned in last week’s issue, China’s equity markets are poised to never be the same again, as China just launched what’s called the “Shanghai-Hong Kong Stock Connect” program. The program allows retail investors around the world to invest in mainland Chinese equities, also known as China’s A-Shares market. The linking of the Shanghai and Hong Kong exchanges will allow approximately 23.5 billion yuan ($3.8 billion) of daily trading between the two markets, and that will essentially open up the mainland China equity markets to an influx of new foreign money. This […]

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Be Thankful for the Benefits of ETFs

November 26, 2014

Why I’m Thankful for ETFs Happy Thanksgiving week! I must admit that this is one of my favorite weeks of the year, and that’s not just because we get an extra day off from the hustle and bustle of the financial markets. What I really love about Thanksgiving is that it provides us with a reminder to stop and reflect on what we’re all truly thankful for. In my case, I am thankful for all of my tremendous family and friends who help fill my life with happiness and purpose. I’m also thankful that I was born and raised in a country that provides the freedom for me to choose my own destiny. Professionally, I am thankful for one of the biggest, most positive developments in years, and that is the proliferation and increasing adoption of exchange-traded funds (ETFs). Why am I so thankful for ETFs? Here’s a short list of my favorite reasons why we all should be thankful for these fantastic investment vehicles. Simple to understand. ETFs are usually pegged to an index, and that means there’s no mystery about what kind of trading scheme or investment thesis you’re buying into. Easy to use. ETFs can be bought and sold via any brokerage...

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Investors have become complacent. Stocks are near all-time highs. Volatility is low. It's almost like investors are blind to the three coming catastrophes that can crash the market 30% or more in 2013:...
Current Recommendations
Fund Allocation
abc
25%
def
25%
ghi
25%
jkl
25%
Name Ticker Date Buy Price Stop Price
number 1 abc 08/30/2009 19.74 17.74
number 2 def 10/13/2009 19.72 17.72
number 3 ghi 05/15/2009 19.35 17.35
number 4 jkl 03/30/2009 20.08 17.08