Expectancy Financial

To Sail With The Wind

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The Value of ETFs

ETFs are one of the newest investment vehicles on the market. Their main attractions are that they have very low expense ratios compared to mutual funds and are tradeable at any time during market hours. There has been an explosion of the number of ETFs and there is typically one available for even very narrow market segments.

The ETF trading system is intended for those who want a broader exposure to the market than is available in their 401k plans. The ETF system includes the conterpart investments that that are in the 401k trading system plus some additional choices that are not typically available in those plans.

Expectancy Financial’s ETF investment management approach is similar to the 401k plan system.

Monthly rankings of the better performing areas of the market are sent to you by email. They indicate what parts of the market to sell and what parts to buy based on our risk avoiding models which can be overlaid on your particular plan choices.

The basic system invests in three securities and the selections are revisited at the end of every month. You can review the behavior of the trading system, as back-tested, on the adjacent tabs. The underlying premise is that we invest in those securities that are showing the best recent performance but our risk overlay will take us out of the market, into cash, when market risk levels are high.

This trading system was developed balancing several realities. First, we wanted a good return. Second, the drawdown of our account had to be small. Third, it only trades, at most, once a month thereby minimizing the time that you had to take action. Fourth, it had to perform over recent good periods as well as bad periods in the market.

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