Are you looking for expert help to navigate the complex ETF market?
The ETF industry is currently in the midst of an incredible boom in both asset growth and product diversity. While this evolution has been great for investors seeking quality investment options at rock bottom prices, the industry itself has grown increasingly complex. If you’re looking for someone to help you develop long-term, low-cost ETF portfolio strategies, target actionable trade opportunities and identify cost savings possibilities that alone could pay for an annual subscription 10 times over, ETF Focus could be perfect for you!
My background consists of two decades working at banks and investment management firms. I earned the Chartered Financial Analyst (CFA) designation in 2004, which included intensive study of portfolio management techniques, asset valuation and financial analysis. If you’re looking for an expert to help you navigate your way through the increasingly complex, yet dominant, ETF arena, you’ll be in good hands!
What Is ETF Focus?
In the tagline for ETF Focus, I use the phrase “unbiased coverage of the $3 trillion ETF industry”. I chose the word “unbiased” very carefully, because I believe in being honest and straightforward with all of my readers. A great example of this is my investment in the PowerShares S&P 500 High Dividend Low Volatility ETF (SPHD). I’ve held shares of this fund for some time, and have even called it my favorite fund more than once. But just recently, I called out low volatility ETFs and explained why SPHD, among others, “doesn’t have a good value proposition right now”. I feel it’s important to share with readers both the good and the bad in any investment, even if it happens to be in my own portfolio!
Since the very first exchange-traded fund debuted back in 1993, the ETF industry has ballooned into a behemoth that’s expected to hit the $6 trillion mark by the end of 2020. But navigating the ETF space has gotten more challenging. There are now nearly 2,000 different funds to choose from and more passive indexes than stocks. Instead of just broad-based index funds, you have the option of using a smart beta or factor-tilt strategy. You can find ETFs that cap-weight, reverse cap-weight, equal-weight, volatility-weight, revenue-weight and dividend-weight. You can invest in anything from whiskey producers to 3D printers to triple-leveraged emerging markets bonds. How does one steer themselves through such a vast ocean of choices? That’s where ETF Focus can help!
What Do I Get With An ETF Focus Subscription?
With ETF Focus, you will get:
- Access to a CFA with more than a dozen years experience to help you navigate the ETF marketplace and build a portfolio that suits you best.
- Retirement, dividend growth, long-term portfolio management strategies to help you choose the right funds and discover how a portfolio of funds works together.
- ETF power rankings covering nearly two dozen sectors, styles and regions using a proprietary system to help you identify the very best ideas.
- Actionable ETF trade ideas 2-4 times per month.
- Weekly event-driven ETF focus lists covering funds that could be on the move.
- Visibility into my personal portfolio so you can see how I trade my own money!
- An active chat room where you can get all of your personal questions answered and join a community of like-minded ETF investors!
How Do I Get Value From ETF Focus?
The simplest and quickest way to get immediate value is through the elimination of unnecessary investment management fees. Quite simply, lower expense ratios means more money stays in your pockets. Around 75% of equity mutual fund assets remain in actively-managed funds, despite the fact that the average expense ratio is nine times higher (0.82% vs. 0.09%) and have an 88-97% chance of underperforming their benchmarks over a 5-year period.
I don’t want to see anybody in that position if they don’t have to be. If we’re able to trim down your personal portfolio expense ratio by just 0.25%, you could save hundreds of dollars annually. This alone would cover the annual cost of an ETF Focus subscription. Everything else you receive here would just be a bonus!
The personal interaction and attention, I feel, is the service’s biggest selling point. Investors working with a financial advisor could easily be paying 1-2% annually or more to be placed in a pre-built portfolio and get a phone call every six months. An ETF Focus subscription could cost you a fraction of that, while getting you live access to me whenever you need it and all of your personal questions answered. Everybody, regardless of experience or affluence, deserves personalized attention!
Sign Up Today!
As a special bonus, you can lock in an especially low rate during the first month following the ETF Focus launch. Early subscribers can sign up for just $30 per month for a month-to-month subscription or $270 for an annual subscription (buy 9 months, get 3 free). That’s 14% savings on the regular price during this introductory period. Better yet, you lock in this low rate for the LIFE of your subscription!
Plus, this is all backed by Seeking Alpha’s unconditional money back guarantee!
I’m genuinely grateful to each of you who has taken the time to read and follow my work here and on Seeking Alpha. I hope you’ll choose to join me for an even greater level of service and research!