XLV
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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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