Fidelity Independent Adviser Launches New Dynamic Global ETF Trading Service.WILLIAMSTOWN, Mass. -- Donald R. Dion, Jr., the publisher and chief investment strategist for the ETF ETF See Exchange Traded Fund. ETF See exchange-traded fund (ETF). Report, the ETF Momentum Tracker and the PowerShares Momentum Tracker, announced the launch of a new specialized service for active exchange-traded fund Exchange-traded funds (or ETFs) are Open Ended investment companies that can be traded at any time throughout the course of the day. Typically, ETFs try to replicate a stock market index such as the S&P 500 (e.g. investors today. Don Dion has an established track record in the world of ETF investing. His ETF Momentum Tracker newsletter had an annualized annualized Of or relating to a variable that has been mathematically converted to a yearly rate. Inflation and interest rates are generally annualized since it is on this basis that these two variables are ordinarily stated and compared. return of 26.6 percent in 2007 according to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. the Hulbert Financial Digest Hulbert Financial Digest A monthly newsletter devoted to information about investment advisory letters. The publication includes a top-five ranking of advisory letters during short and extended periods, along with commentary and detailed , a publication that tracks the performance of 180 financial newsletters, and it was a 2007 top-ten performer according to Peter Brimelow Peter Brimelow (born 1947) is a British American financial journalist, author, and founder of VDARE. Brimelow has been the editor of many publications, including Forbes, the Financial Post, and National Review. of CBS's MarketWatch.com. The Dynamic Global ETF Service is a two-step approach to active ETF investing. In the first step, a quantitative model selects ETFs with the greatest relative strength from a broad universe of funds that includes alternative and nontraditional asset classes such as commodities, currencies and foreign real estate. Next, Dion applies fundamental, non-quantitative analysis based on his 22 years of money management experience to determine the optimal asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. for the Dynamic Global ETF portfolio. The Dynamic Global ETF Service provides aggressive, growth-oriented ETF investors information when they need it. Subscribers to the service receive at least weekly ETF trading recommendations via email along with market commentary and analysis. The initial portfolio will consist of style-based, domestic U.S. sector and foreign equity ETFs, along with exposure to commodities, fixed income, real estate and currency funds. After helping his newsletter subscribers and clients work toward their financial goals, Dion realized that the growth in the ETF marketplace presented him with a unique opportunity to merge his quantitative and fundamental approaches to investing in a single service. This basic approach--quantitative analysis plus active management in pursuit of an absolute return--is the strategy that many of the most successful institutional investors have been using for years. The proliferation of ETFs over the past several years has made this strategy workable for the individual, retail-level investor. An online video presentation of Don Dion's new Dynamic Global ETF Service launches at noon today. Please visit http://www.fidelityadviser.com/video. Don Dion is publisher of the Fidelity Independent Adviser family of newsletters. Fidelity Independent Adviser publishes six monthly newsletters and three weekly newsletters reaching over 100,000 subscribers. Fidelity Independent Adviser is independent of Fidelity Investments Fidelity Investments is a group of privately held companies in the financial services industry. It is made up by two independent but closely cooperating companies, Fidelity Management and Research Corporation (FMR Co. and PowerShares. For more information about the Dynamic Global ETF Service, please contact Donald R. Dion, Jr. at (800) 432-7447, ext. 191. |
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