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Take Control of Your Future

Following the success of our EZTracker401k newsletters at American, Southwest, UPS, Delta and JetBlue, many subscribers asked us to provide a similar service for their non-401k investments. EZTrackerETF was introduced in 2004 to help our subscribers with their IRAs and other investment portfolios.

Why ETFs?

Exchange Traded Funds (ETFs) are like mutual funds — baskets of securities that offer diversified exposure. But unlike mutual funds, ETFs can be bought and sold throughout the trading day like stocks. ETFs are designed to mirror the performance of a particular market index. Because ETFs are composed of multiple holdings, they offer an easy way to diversify with a single purchase. The major advantages of ETFs over mutual funds are improved liquidity, lower expenses and no trading restrictions.

Your Risk Quotient and The Portfolios

EZTrackerETF provides information on more than 300 Exchange Traded Funds. We have constructed ten model portfolios, eight of which trade commission-free, (two for each of the following, Schwab, Fidelity, Vanguard, AmeriTrade). Investors can also construct their own portfolios using our monthly performance and ranking data.

You should carefully assess your risk tolerance before making any investment decisions. For help thinking about your ability and comfort with risk, we suggest a free risk quiz developed by our friends at Friedenthal Financial:  Risk Tolerance Quiz.This is especially important for portfolios that represent a significant part of your total investments.

The ETF Aggressive model portfolios carry a high level of risk. The EZTracker Balanced model portfolios take a moderate investing approach and typically target a 60% equity/40% bond allocation. 

A large number of bond ETFs are available on a commission-free basis.  Data on these funds is included in the ETF newsletter. Information on credit quality, duration and composition are posted on our website: http://www.eztracker401k.com/etfbonds

 

How Does EZTracker ETF work?

EZTrackerETF works just like EZTracker 401k. Every month we update the ten ETF model portfolios, give you performance data on 300 ETFs, an overview of the current market, and timely investment information. As a subscriber you can follow one of the model portfolios or you can use our data to construct your own portfolio.

On the last Sunday of each month we’ll send you an e-mail announcing the new issue of EZTrackerETF. Download your copy and update your portfolio. It’s that easy. We provide simple instructions and a free Help Hotline (609-602-5071) to get you started -- and to keep you on track.

Our Philosophy

By evaluating the performance of 300 ETFs and upgrading every month EZTracker follows the market leadership. EZTracker‘s monthly updating is, in effect, another form of diversification and a method for moving assets incrementally. Our goal is to deliver long-term superior results by seeking out the best performance that reflects current market conditions.

Performance

EZTracker began publishing the EZTracker ETF newsletter in 2004.  Aggressive commission-free portfolios were added in 2011-12 when Ameritrade, Vanguard, Fidelity and Schwab began offering commission-free ETFs.  Balanced commission-free portfolios began January 1, 2017. 

Returns through September 24, 2017
EZTracker Model Portfolios 2017 YTD 1-Year 5-Year
Aggressive ETF Portfolio 13.29% 15.48% 66.81%
Moderate ETF Portfolio 10.13% 10.54% 47.68%
Ameritrade ETF Portfolio 12.25% 16.33%  64.66% 
Vanguard ETF Portfolio 14.08% 14.26% 64.17%
Fidelity ETF Portfolio 15.24% 18.73%  68.31% 
Schwab ETF Portfolio 11.99% 15.29% 60.87%

 

 Annual % Total Return

ETF Annual Returns.jpg
 

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