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  Global Trends ETF Strategy which provides our unique analysis of internal ETF holdings and provides us a significant edge.

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.

Stick with investing in the secular long-term growth trends, such as technology, 4th Industrial Revolution, biotech, communications, 5G, IoT, AR, VR and consumer trends.

If you are a beginning investor, there is one fund that is easy to begin with that is on the right side of the long-term trends. Read this ETF File I have published at Seeking Alpha to learn more:

The Only ETF You Need To Start Investing

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.

A Few Puts To Sell & Eyeballing Oil

The stock market is hitting its first support levels. We were heavy cash coming into this correction, so can start to sell a few puts for companies we’d like to own a bit lower than today’s price. Also, oil is getting crushed which is making it interesting for a rebound play. Do you know what “backwardation’ is? — Read this research with a “free library card.”

Oil & Gas Exit Strategy

We have now moved past the “beginning of the end” of the oil age. While there might be one more cyclical bull market in store, the 2020s will mark a profound shift in energy usage. The advent of EVs is upon us and petrochemicals will fail to grow as projected due to better technology driven options. You need an exit strategy from oil and gas stocks.

Sustainable Growth Investing Model: December 2019

Sustainable Growth Investing uses a base ETF allocation and long-term growth stocks for generating capital appreciation. This strategy can be used for an entire portfolio or as an add-on to a more diversified portfolio, such as, a retirement plan. The Sustainable Growth Investing mission is to beat the S&P 500 stock market index without added risk.

Global Trends ETF Model: December 2019

Global Trends ETF uses tactical asset allocation to find opportunities and manage risk using low cost ETFs. This ETF strategy can be used as a whole portfolio or as the core to build a stock portfolio around.
Our mission with Global Trends ETF is to create a diversified portfolio that uses asset allocation to exploit opportunities and manage risk.