- Jan 21, 2000
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Diversification is an absolute must in setting up a portfolio that will make a difference for retirement ..
ETF - Electronic Traded Funds...
ETFs consists of a basket of individual companies with concentrations in many sectors..These ETF make attractive long-term investments for retirement that planned 5 to 10 years out, can greatly enhance your total worth for your retirement portfolio..Many have dividend distribution and some actually have high yields,but most of all it's the growth of these investment instruments that allow for maximum returns with consistency,unlike the up and down cycles on a near-term basis with individual companies..
Two particular types of ETF I like, is in the Income and Growth sectors...
Income ETF concentrates on dividend distribution that can range in yields from 5% to 16% and higher, depending on the particular fund..Growth ETF are conservative as well as earn dividends ,but concentrates on the growth of the share price for ROI..
A Emerging Growth Fund I like and own...
February 22, 2008, a new ETF began trading under the Symbol [ EPI ] - WisdomTree India Earnings Fund
Website: http://www.wisdomtree.com/home.asp
This ETF consists of approximately 150 companies within the Wisdom Tree India Earnings index. The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the WisdomTree India Earnings Index. It attempts to invest all, or substantially all, of its assets in the stocks that make up the Index. The fund normally invest at least 80% of net assets, plus the amount of any borrowings for investment purposes, in the types of securities suggested by the name. It is non-diversified.
Sector Breakdown
Information Technology 18.44%
Hardware 0.66%
Media 0.71%
Software 9.07%
Telecommunications 7.99%
Service 21.78%
Business Services 4.82%
Consumer Services 0.50%
Financial Services 11.79%
HealthCare 4.67%
Manufacturing 59.78%
Consumer Goods 9.91%
Energy 14.22%
Industrial Materials 33.13%
Utilities 2.52%
Top 10 Holdings
Company YTD Return
(as of 05/03/2008) % of Assets
* Housing Development Finance -- 2.81%
* Steel Authority of India Ltd -- 1.94%
* Infosys Technologies Ltd -- 5.50%
* Oil & Natural Gas -- 6.89%
* Reliance Industries Ltd -- 13.65%
* Hindustan Unilever Ltd -- 1.91%
* Sterlite Industries India Ltd -- 2.15%
* ICICI Bank Ltd -- 3.36%
* Bharti Airtel Ltd -- 5.43%
* Reliance Communications Ltd -- 2.54%
* represents an International company or one without a recognizable symbol.
We are in a global economy and Emerging Growth Markets like China,India,Russia,Brazil,Mexico and South Korea are great places to invest for 5 -10 years.
India and China are my favorite,but India, with over 1 billion population, a Democracy with a Free Market system, is exploding and the next 10 years will be a dominate player on the global scene..
A holding in one of the Emerging Growth Market sectors is a positive long-term position to be in..
My trading strategy in the Penny Arcade is simple and works like a Monopoly game where one can build their portfolio from using Profits, and augmenting these returns into investment grade securities and have fun being in control of your own game board, all the while just building wealth..
The 3 P's of Investing and the Strategy that can maximize your ROI..
http://www.stockmarketquarterly.com/messageforum/view_topic.php?id=15&forum_id=10
Check out the Strategy Room and lets play Monopoly.
http://www.stockmarketquarterly.com/messageforum/view_forum.php?id=10
Have a good day
Varok
http://www.stockmarketquarterly.com/
Disclaimer: Stockmarketquarterly is an independent newsletter. Stockmarketquarterly's goal is to give the investor the necessary knowledge to make rational and profitable investment decisions.Stockmarketquarterly expects to generate new subscriber revenue, the amount of which is unknown at this time, to its newsletter through the distribution of future special reports. This publication does not provide an analysis of a company's financial position and is not an offer to buy or sell securities. Information about publicly listed companies and other investor resources can be found at the Securities & Exchange Commission website www.sec.gov. Investing in securities is speculative and carries risk. It is recommended any investment in any security should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company. Stockmarketquarterly presents information in this report believed to be reliable, but its accuracy cannot be guaranteed.Past performance does not guarantee future results. The information contained herein contains forward-looking statements and information within the meaning of Section 27A of the Securities Act of 1993 and Section 21E of the Securities Exchange Act of 1934, including statements regarding expected continual growth of the featured company. In accordance with safe harbor provisions of the Private Securities Litigation Reform Act of 1995, that statements contained herein that look forward in time, which include other than historical information, involve risks and uncertainties that may affect actual results of operations. Factors that could cause actual results to differ include the size and growth of the market for the company's products, the company's ability to fund its capital requirements in the near term and in the long term; pricing pressures, etc. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions or future ev
ents or performance may be forward-looking statements. Forward-looking statements are based on expectations, estimates and projections at the time the statements are made that involve a number of risks and uncertainties which could cause actual results or events to differ materially from those presently anticipated. Forward-looking statements may be identified through the use of words such as expects, will, anticipates, estimates, believes, or by statements indicating certain actions may, could, should or might occur. We have not received any compensation from any source to discuss this fund and own a position purchased by us..Copyright ? 2002-2008 StockmarketQuarterly.
ETF - Electronic Traded Funds...
ETFs consists of a basket of individual companies with concentrations in many sectors..These ETF make attractive long-term investments for retirement that planned 5 to 10 years out, can greatly enhance your total worth for your retirement portfolio..Many have dividend distribution and some actually have high yields,but most of all it's the growth of these investment instruments that allow for maximum returns with consistency,unlike the up and down cycles on a near-term basis with individual companies..
Two particular types of ETF I like, is in the Income and Growth sectors...
Income ETF concentrates on dividend distribution that can range in yields from 5% to 16% and higher, depending on the particular fund..Growth ETF are conservative as well as earn dividends ,but concentrates on the growth of the share price for ROI..
A Emerging Growth Fund I like and own...
February 22, 2008, a new ETF began trading under the Symbol [ EPI ] - WisdomTree India Earnings Fund
Website: http://www.wisdomtree.com/home.asp
This ETF consists of approximately 150 companies within the Wisdom Tree India Earnings index. The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the WisdomTree India Earnings Index. It attempts to invest all, or substantially all, of its assets in the stocks that make up the Index. The fund normally invest at least 80% of net assets, plus the amount of any borrowings for investment purposes, in the types of securities suggested by the name. It is non-diversified.
Sector Breakdown
Information Technology 18.44%
Hardware 0.66%
Media 0.71%
Software 9.07%
Telecommunications 7.99%
Service 21.78%
Business Services 4.82%
Consumer Services 0.50%
Financial Services 11.79%
HealthCare 4.67%
Manufacturing 59.78%
Consumer Goods 9.91%
Energy 14.22%
Industrial Materials 33.13%
Utilities 2.52%
Top 10 Holdings
Company YTD Return
(as of 05/03/2008) % of Assets
* Housing Development Finance -- 2.81%
* Steel Authority of India Ltd -- 1.94%
* Infosys Technologies Ltd -- 5.50%
* Oil & Natural Gas -- 6.89%
* Reliance Industries Ltd -- 13.65%
* Hindustan Unilever Ltd -- 1.91%
* Sterlite Industries India Ltd -- 2.15%
* ICICI Bank Ltd -- 3.36%
* Bharti Airtel Ltd -- 5.43%
* Reliance Communications Ltd -- 2.54%
* represents an International company or one without a recognizable symbol.
We are in a global economy and Emerging Growth Markets like China,India,Russia,Brazil,Mexico and South Korea are great places to invest for 5 -10 years.
India and China are my favorite,but India, with over 1 billion population, a Democracy with a Free Market system, is exploding and the next 10 years will be a dominate player on the global scene..
A holding in one of the Emerging Growth Market sectors is a positive long-term position to be in..
My trading strategy in the Penny Arcade is simple and works like a Monopoly game where one can build their portfolio from using Profits, and augmenting these returns into investment grade securities and have fun being in control of your own game board, all the while just building wealth..
The 3 P's of Investing and the Strategy that can maximize your ROI..
http://www.stockmarketquarterly.com/messageforum/view_topic.php?id=15&forum_id=10
Check out the Strategy Room and lets play Monopoly.
http://www.stockmarketquarterly.com/messageforum/view_forum.php?id=10
Have a good day
Varok
http://www.stockmarketquarterly.com/
Disclaimer: Stockmarketquarterly is an independent newsletter. Stockmarketquarterly's goal is to give the investor the necessary knowledge to make rational and profitable investment decisions.Stockmarketquarterly expects to generate new subscriber revenue, the amount of which is unknown at this time, to its newsletter through the distribution of future special reports. This publication does not provide an analysis of a company's financial position and is not an offer to buy or sell securities. Information about publicly listed companies and other investor resources can be found at the Securities & Exchange Commission website www.sec.gov. Investing in securities is speculative and carries risk. It is recommended any investment in any security should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company. Stockmarketquarterly presents information in this report believed to be reliable, but its accuracy cannot be guaranteed.Past performance does not guarantee future results. The information contained herein contains forward-looking statements and information within the meaning of Section 27A of the Securities Act of 1993 and Section 21E of the Securities Exchange Act of 1934, including statements regarding expected continual growth of the featured company. In accordance with safe harbor provisions of the Private Securities Litigation Reform Act of 1995, that statements contained herein that look forward in time, which include other than historical information, involve risks and uncertainties that may affect actual results of operations. Factors that could cause actual results to differ include the size and growth of the market for the company's products, the company's ability to fund its capital requirements in the near term and in the long term; pricing pressures, etc. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions or future ev
ents or performance may be forward-looking statements. Forward-looking statements are based on expectations, estimates and projections at the time the statements are made that involve a number of risks and uncertainties which could cause actual results or events to differ materially from those presently anticipated. Forward-looking statements may be identified through the use of words such as expects, will, anticipates, estimates, believes, or by statements indicating certain actions may, could, should or might occur. We have not received any compensation from any source to discuss this fund and own a position purchased by us..Copyright ? 2002-2008 StockmarketQuarterly.