logging in or signing up ERI Tutorial gregcook Download Post to : URL : Related Presentations : Share Add to Flag Embed Email Send to Blogs and Networks Add to Channel Uploaded from authorPOINT lite Insert YouTube videos in PowerPont slides with aS Desktop Copy embed code: (To copy code, click on the text box) Embed: URL: Thumbnail: WordPress Embed Customize Embed The presentation is successfully added In Your Favorites. Views: 183 Category: Business & Fin.. License: All Rights Reserved Like it (0) Dislike it (0) Added: October 04, 2009 This Presentation is Public Favorites: 0 Presentation Description No description available. Comments Posting comment... Premium member Presentation Transcript Slide 1: Easy Retirement Investing Tutorial How to use the ERI website Slide 2: ERI invests in 15 Exchange Traded Funds or ETF’s The methodology used to generate buy/sell signals for ETFs is called Diversified Long-Term Timing or DLTT Slide 3: Below each ETF symbol is a brief description. For more information, go to the ETF Info page and click on each symbol Slide 4: The first 7 ETFs invest in U.S. stocks: large cap, small cap and sector The last 7 ETFs are single country funds from Europe, Asia and Latin America DBC is a global commodity ETF, investing in energy, grains and metals. Slide 5: Each ETF’s historical return is ranked 1 (best) to 15 (worst) EWZ has the best historical return. Ranks are based on past performance and may not accurately predict future returns. Slide 6: Percentage of time that an ETF has been on a buy signal (long position) Slide 7: Average time period in years that an ETF remains on a buy signal (long position) Volatile ETFs like PIN and EWA tend to have shorter average time periods on a buy signal Slide 8: If current status is “Buy”, we are holding a long position in the ETF “Sell” indicates no position in the ETF is held in the portfolio; a cash position is held until a buy signal occurs We do not recommend short positions in ETFs with a Sell status Slide 9: The standard allocation to an ETF on a buy signal is 6.7% (rounded to 7%) When an ETF appreciates in value after a buy signal, the allocation grows as in this example (9%) Slide 10: Buy price is the next weekly closing price following a buy signal Gain/Loss is the percent difference between the current price and buy price Slide 11: Buy/sell instructions for the next week are shown here If the Current Status equals the Next Wk Signal, then no action is required Slide 12: Trend strength is an indication of how likely a rising trend will continue The highest trend strengths are color coded green; the weakest trends are red Slide 13: Compounded annual returns and year-to-data performance are shown here Year-to-date performance is real time; all other historical performance data is hypothetical, based on backtesting Slide 14: Annual dividend adjusted returns from 2000 to present are shown here Blue bars represent the DLTT Portfolio and SPY Buy & Hold is in red; 2000-08 returns are based on backtesting Slide 15: ETF holdings in the DLTT Portfolio are summarized here Cash: money on the sidelines waiting to be invested in ETFs on sell signals; can be invested in money market or short term bond funds Slide 16: Thank you for your interest in EasyRetirementInvesting.com You do not have the permission to view this presentation. In order to view it, please contact the author of the presentation.
ERI Tutorial gregcook Download Post to : URL : Related Presentations : Share Add to Flag Embed Email Send to Blogs and Networks Add to Channel Uploaded from authorPOINT lite Insert YouTube videos in PowerPont slides with aS Desktop Copy embed code: (To copy code, click on the text box) Embed: URL: Thumbnail: WordPress Embed Customize Embed The presentation is successfully added In Your Favorites. Views: 183 Category: Business & Fin.. License: All Rights Reserved Like it (0) Dislike it (0) Added: October 04, 2009 This Presentation is Public Favorites: 0 Presentation Description No description available. Comments Posting comment... Premium member Presentation Transcript Slide 1: Easy Retirement Investing Tutorial How to use the ERI website Slide 2: ERI invests in 15 Exchange Traded Funds or ETF’s The methodology used to generate buy/sell signals for ETFs is called Diversified Long-Term Timing or DLTT Slide 3: Below each ETF symbol is a brief description. For more information, go to the ETF Info page and click on each symbol Slide 4: The first 7 ETFs invest in U.S. stocks: large cap, small cap and sector The last 7 ETFs are single country funds from Europe, Asia and Latin America DBC is a global commodity ETF, investing in energy, grains and metals. Slide 5: Each ETF’s historical return is ranked 1 (best) to 15 (worst) EWZ has the best historical return. Ranks are based on past performance and may not accurately predict future returns. Slide 6: Percentage of time that an ETF has been on a buy signal (long position) Slide 7: Average time period in years that an ETF remains on a buy signal (long position) Volatile ETFs like PIN and EWA tend to have shorter average time periods on a buy signal Slide 8: If current status is “Buy”, we are holding a long position in the ETF “Sell” indicates no position in the ETF is held in the portfolio; a cash position is held until a buy signal occurs We do not recommend short positions in ETFs with a Sell status Slide 9: The standard allocation to an ETF on a buy signal is 6.7% (rounded to 7%) When an ETF appreciates in value after a buy signal, the allocation grows as in this example (9%) Slide 10: Buy price is the next weekly closing price following a buy signal Gain/Loss is the percent difference between the current price and buy price Slide 11: Buy/sell instructions for the next week are shown here If the Current Status equals the Next Wk Signal, then no action is required Slide 12: Trend strength is an indication of how likely a rising trend will continue The highest trend strengths are color coded green; the weakest trends are red Slide 13: Compounded annual returns and year-to-data performance are shown here Year-to-date performance is real time; all other historical performance data is hypothetical, based on backtesting Slide 14: Annual dividend adjusted returns from 2000 to present are shown here Blue bars represent the DLTT Portfolio and SPY Buy & Hold is in red; 2000-08 returns are based on backtesting Slide 15: ETF holdings in the DLTT Portfolio are summarized here Cash: money on the sidelines waiting to be invested in ETFs on sell signals; can be invested in money market or short term bond funds Slide 16: Thank you for your interest in EasyRetirementInvesting.com