The ONLY Newsletter providing ADVICE on STRATEGIES, MODEL PORTFOLIOS and NEW PRODUCT UPDATES
• The newsletter addresses both CEFs and ETFs.
• Provides three specific monthly recommendations by US market, international market and by sector
• Provides strategies for trading and for how to use the various new and exotic fund chices.
Online Services
Learn More About the ETF/CEF Newsletter
Why ETFs?
The origins of ETFs' can be found in academic studies, which support the idea that all managed mutual funds, over time, will under-perform an indexed fund representing a broad cross-section of the market.
ETFs versus Mutual Funds
The typical mutual fund holds up to 5% or 10% of its assets in cash to meet share redemptions while the ETF holds virtually none. This money is not working for you.
Defining your style
We will advise you about strategies that can be used to hedge your risk or enhance your returns.
Model Portfolios
Each month our newsletter will provide you with recommendations of funds to buy by sector, for the US market and for the international market.
Closed End Funds
A new page devoted to CEF's is designed to take advantage of the short to medium term deviations of CEF discounts from their typical premium/discount relationships.
Newsletter Content
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ISI 02
Recommendations
Three new recommendations each month for ETF's and CEF's sorted by U.S. Market, international markets and specific economic sectors. -
ISI 01
Model Portfolios
In addition to monthly recommendations, six diversified portfolios are constructed to suit investors for all risk levels. -
ISI 04
Sector Performance
A monthly performance review of hot and cold sector funds are organized by best and worst performers. -
ISI 05
U.S. Market
Every month, best and worst U.S. funds are listed by current yield, 1-month % change, 3-month % change. etc. -
ISI 06
International
A review on international funds is prepared monthly, categorized by the month's best and worst funds. -
ISI 07
ETF Rankings
A monthly listing of ETF's ranked by their 3-month performance is provided along with respective 52-week high/lows. -
ISI 09
CEF Rankings
Each month, CEF's are ranked by their discount from net asset value and by their current discount variance from their 52-week average discount.
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