ETFyourself.com: Sunday Edition
A weekly summary of impactful content, from us and others
People don't know what they want until you show it to them. Our task is to read things that are not yet on the page.” - Steve Jobs
That’s what our NEW Sungarden Institutional model signal portfolio service is all about
A NEW publishing subscription service offering direct access to a set of institutional-level investment portfolios. What I’m doing across nearly all of my own semi-retirement portfolio.
How this service came to be
Based on many conversations with subscribers and industry friends about what “gaps” we can fill in today’s manic and confusing investment publishing industry, here’s our summary of the type of sentiments and concerns we’ve heard:
“I’m a do-it-myself investor…but I can’t do what someone with 30+ years of professional investing acumen can do. And even if what I do works for a while, I want more than one model portfolio. I want to see the whole portfolio picture, then decide for myself what to mimic and what to use as research. Otherwise, I might only be as good as a strong market allows me to be.”
What this service provides
Direct access to a portfolio separated into 7 “buckets” which, combined, account for what I do with the vast majority of my liquid assets.
This is a research or “model signal” service, NOT personalized advice, so subscribers can customize it themselves, deciding what to use and how.
This is totally focused on practicing solid investment “hygiene” to try to avoid major losses, earn competitive portfolio income, and grow capital patiently.
The Sungarden Institutional site is now up, and we’ll be adding a lot more to it. We invite you to join the initial group of subscribers already on board.
Visit www.sungardeninvestment.com to learn more
Rob Isbitts on etf.com
I write multiple articles each week for this great site. This week I covered topics related to:
Another 3 ETFs, but these teenie-tiny ones are getting it done
Oil vs. energy stocks when it comes to ETF investing: not what you think
You can see my full history of articles for etf.com on my author page here.
Quick takes from elsewhere
Crowded stock market? QQQ up 6% ytd...all from just 4 stocks
Interesting take. Sentiment is so important in markets today.
Our favorite podcasts
Visit our Learning Center tab at ETFYourself.com, where we have links to our favorite podcasts. We’ll keep building the list as we find and like them!
ROB ISBITTS TO SPEAK AT March 20 MONEY SHOW VIRTUAL EXPO
I am part of the Money Show’s investment education crew, and I’m looking forward to making my next appearance for them at the Money Show Virtual Expo.
The event runs from March 19-21, so I’ll be speaking during the “cream in the Oreo” day (the second day of the three day online event)
Click the link HERE to register for my talk, and to learn more about the broader event. Money Show has been doing live events for “only” 40 years so I’m glad to be part of their selected group of investment pros.
Here’s a description of my session:
