Exchange Traded Funds


Exchange Traded Funds are all the rage among financial planners. The problem for individual investors is that the fees layer up quickly.

A financial advisor might charge about 1% to recommend money managers to clients. The money managers often charge another 1%. This is on top of the ETF fees. The combined 2% in “service” fees is a HUGE barrier to overcome.

Most people can manage an ETF portfolio very efficiently without having to overcome the layers of fees within the financial industry. Our solution is the ETF Tactical Trading service.

Fundamental Trends offers two global strategies: the Global Trends portfolio for long-term growth investors and the Global Asset Allocation portfolio for moderate risk balanced investors.

Either portfolio can be used as a stand alone strategy or as the core to build a stock portfolio around.

The Fundamental Trends ETF strategies manage for risk and search globally for opportunity. We seek to be positioned in growth assets, sectors and regions when they are value priced and rising in price.

We screen ETFs based upon several key criteria: expenses, valuation, internal holdings, methodology, growth outlook and other factors.

Our analysis of the internal fund holdings is unique and provides us a significant edge in building our strategies. See this Seeking Alpha article for an example of how breakdown funds:

XLE And XOP: Comparing 2 Popular SPDR Oil Stock ETFs

For complete access to our “ETF File” reports, portfolios, trade alerts and other analysis, sign up for ETF Tactical Investing today.

A Note To Beginning Investors

ETFs are a wonderful place to start investing. However, keep it simple when your portfolio is small in order to avoid unnecessary trading costs.

There is an overriding trend in the economy that is long-term. The shift from labor and capital intensive “old economy” companies towards scalable and smart “new economy” companies. While we will always need the “old economy,” many of those stocks will not be good investments due to thin margins.

I have covered a lot of the shift to the new economy here, on MarketWatch and on Seeking Alpha. If you are a beginning investor, there is one fund that is easy to begin with. Read this ETF File from Seeking Alpha:

The Only ETF You Need To Start Investing

Once you are to the point where you’d like explore other opportunities, please do subscribe. Until then, the Fundamental Trends 401k Alert service will makes sense for you as it provides asset allocation and broad information that will help you as you begin building your financial freedom.

Global Trends ETF Chart Book April 2020

Here’s our looked for monthly ETF Chart Book for April 2020. This is one of the most important chart books we’ve put out given the deep correction we are experiencing due to Coronavirus COVID-19. You must have a Global Trends ETF or higher membership. Anyone who does not, this month only, subscribe to Global Trends ETF with your first year 50% off and you will be upgraded to our sustainable growth membership.

Relax, Analyze, React

Stop looking at the world as if it changes every day, things more slower than that. — We will find a bottom when the markets decide we have found a bottom, watch the technical indicators. — When we see signs of stability in the market coming off oversold on the daily, weekly and monthly, then it will be time to get back in. —
People are asking me: “Kirk, do I think we still the stock market with another leg down?” My answer is yes. Could I be wrong? Sure, absolutely.

Another Special Webinar Tonight & Last Night’s Webinar Link

Tonight’s webinar preparing us to when and how to buy ETFs for our asset allocation requires a paid membership. I have put a “half price” discount code with all services at the sign-up pages. Please try us on for size at half price. By this point, you probably see the value. We got out early near the highs and we will get back near the lows by scaling into attractive sectors of the economy.