|
The ETF Select List
On September 30, 2005 we introduced our list of
Select Exchange Traded Funds. The list of ETFs,
containing no more than 12 selections, represents
our top absolute return ideas.
Sector and regional attractiveness were considered
in the list’s compilation. As such, the ETFs on the
list may reflect a strategy of selecting attractive
growth opportunities outside the United States, as
well as incorporating American based opportunities.
We monitor the list closely and make changes
throughout the year as market conditions dictate and
new opportunities arise.
As of 12/31/11, our model ETF portfolio since
inception is up 26.00%. The S&P 500 total return
over the same time period equals 16.74%.
The recommendations do not include dividends,
interest, or commissions. Investment management fees
are included. Complete performance record available
upon request. Past performance is no indication of
future results. Total return information for S&P
500: Morningstar. Inception: 09/30/2005.
Our selections and updates are available to clients
and individuals that receive our
Market Strategy Report email.
|
