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The power of the Exchange
Traded
Fund
B-2e.com home
page |
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Free
membership gives you access to all sites Monthly market view,
all portfolio details, past and present ETF holding lists as well as
other ETF listed
options and information links located on the members only page. |
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The Strategy of
HighYieldETF hinges on
two basic elements: High Yield Dividend paying Closed-End Exchange Traded Funds (ETF's)
and Risk reduction through a buy and hold strategy involving
bond holdings.
In the view of B-2 Enterprises a portfolio consisting of a
selection of ETF's, implemented considering the two elements
listed above combined with the Portfolio Implementation Procedure listed
below you can exceed all of your high yielding investment
objectives. More information on
Library Page. |
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THE CLOSED END
ETF |
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The Closed
End ETF is a
single instrument that trades intra day with
the ease of a single stock. Purchased and sold through any broker. ETF
expense ratios are less and have less restrictions then
mutual funds. All ETF's selected also posses high Dividend
yields. |
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RISK MANAGEMENT |
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The exchange traded fund (ETF's)
offers excellent risk reducing diversification; often into
hundreds of individual holdings per each ETF.
HighYieldETF
ranks each ETF holding and portfolio with a risk ranking scored
1 through 10 based on historical price volatility in order to
assess and manage your desired risk level. Price volatility has
historically proven to be one of the most accurate measurements
of a given investments risk. Each closed-end ETF considered must
have in excess of 500 million
dollars under management, in order to provide you with good
trade entry liquidity.
The current premium/discount of a given individual ETF position
is a key consideration when I consider a ETF for purchase or
sale a holding in the frequently traded portfolio.
The individual ETF 's annual premium/discount fluctuation range
is also considered in this equation.
Note: High yield Closed End ETF's often posses
volatility that can cause particular ETF's or groups of closed
end ETF's to temporarily trade into down trends or up trends
causing a rapid price move that will not be a reason to sell or
buy. How ever many downtrends can result in higher discount
pricing, resulting in a buying opportunity. This price change
volatility is best shown with previous historical chart analysis
over a one to three year period. When checking a 1-3 year chart
of the typical closed-end-ETF you will notice they have a strong
propensity to cycle within a defined trading range. This strong
channeling tendency should be considered by the
prospective buyer/seller of any closed-end-ETF. |
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HighYieldETF
PORTFOLIO IMPLEMENTATION PROCEDURE |
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Buy, hold or exchange
all of
HighYieldETF
selections always using a
Limit Order
(Some ETF's have poor pricing issues due to volatility, caused by
low daily trading volume) if a purchase or sale is
required; to match all of the holdings in your chosen
HighYieldETF
Portfolio. This should be done as soon as possible upon receiving
the Monthly revision or the sign up of a new
HighYieldETF
membership.
You will receive a monthly e-mailed market and
portfolio update received in the first week of the month. There will
only be one update a month. I have determined
that providing new information and updates is best done on a
monthly basis in order to minimize premature false moves and
undesirable performance due to portfolio churn or excessive
trade. At the original
Portfolio setup you should equal weight all four
HighYieldETF positions at 25% per each holding in your
personal Portfolio.
When
rotating out of one investment into another during a portfolio
change; exchange the entire position or positions into the new
holding or holdings. If a portfolio requires
re-balancing we recommend only doing so on an annual basis,
as to prevent excessive trade or churn problems of trade commission
expenses and overall hassle. |
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Please read this disclosure/disclaimer
B-2
Enterprises all rights reserved |
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