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QQQ
XLE
SPY
XLV
XLF
???
Ticker: XLF
Holdings: 67
SELECT
MIMIC
ENHANCE
GOAL:
Name: Financial Select Sector SPDR Fund
Fee: .2%
MIMIC:
Similar performance and volatility:
Direct stock ownership and control
Availability to harvest tax losses
Concentrated exposure, custom exposure
No Management fees
Enhance:
Similar performance but with an enhanced alpha profile (half ETF, half stocks)
Direct stock ownership and control
Availability to harvest tax losses
Concentrated exposure, custom exposure
Half the Management fees
Select:
Draws from the same universe but strictly focused on alpha
Direct stock ownership and control
Availability to harvest tax losses
Concentrated exposure, custom exposure
No management fees
Contrary to what big finance would like you to believe, ETF’s are not the answer to every investment idea!
Pick a goal and an ETF and explore stock ownership as an alternative to paying fees to corporate America!
ETFs are dead. Try this instead...
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