ETF Maximizer - Newsletter
The ETF Maximizer method is designed to manage an investment account with Exchange Traded Funds (ETF’s).
You can manage virtually any kind of account with our ETF newsletter from retirement accounts like 401k’s to trust accounts or for accounts of other types for other family members, etc.
The objective is to always stay invested in the best performing ETF's.
Every month we run our proprietary software model against the entire universe of close to 900 Exchange Traded Funds. We include in our universe of possible choices only those ETF’s with high volume, generally low bid/ask spreads and sufficient historical data for a careful analysis and comparison with others.
We update our recommendations once a month right after the last day of the month or the first day of a new month.
Our goal is to hold an ETF for many months in a row to reduce trading commission charges. But we only hold an ETF for more than a month if it continues to rank as one of the top prospects from our software model screening.
Once the software produces the results we publish those in the ETF Maximizer newsletter. We recommend an approximate equal allocation to each of the top ETF’s.
To implement our recommendations, just re-balance your account to hold the top funds shown in the newsletter every month.
We publish two ETF Maximizer Systems each month -- the Capital Preservation Portfolio and the Wealth Acceleration Portfolio. Here are the distinctions and suggestions of which system may be appropriate for you.
Capital Preservation Portfolio
We actually created the Wealth Preservation and Growth Portfolio for our own personal funds because we wanted our money to grow but we don’t like to watch our portfolios suffer huge draw downs in the process. This portfolio should be considered by individuals who have jobs that do not allow them to monitor the markets constantly, are close to retirement, are in retirement, are on a fixed income, or just don’t like all of the risk that comes with investing in the stock market. Our testing has shown that this approach has a standard deviation 51% lower than that of the S&P 500 on a monthly basis over a 5 year period. Please see the performance page for more information about the risks and returns of the Better Than a Money Market Portfolio.
Wealth Acceleration Portfolio
The Wealth Preservation and Growth Portfolio was designed for those folks who want to see their money grow more rapidly when the market is in a strong uptrend and who don’t mind the draw downs that a more aggressive approach to the market experiences when the market turns lower. Our work has shown that this approach generally out performs the returns generated by the S&P 500 index by a wide margin over most market cycles. Please see the performance page of the web site for more information about the Wealth Preservation and Growth Portfolio.
The ETF Maximizer nor 401k Maximizer does not guarantee high returns and it must be noted that all market investments involve risks to capital.