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Fidelity Independent Adviser
Sector Momentum Tracker
The Sector Momentum Tracker, published since 2004, provides a strategy that entails investing in exchange–traded funds (ETFs) and mutual funds using relative strength indicators. Each weekly newsletter provides advice on how to allocate your portfolio in the appropriate funds based on tested buy–and–sell signals and based on my future outlook on the marketplace, which is included in the newsletter.
The Sector Momentum Tracker is a real–time trading strategy that monitors and evaluates 42 Fidelity Select mutual funds, 95 sector and commodity ETFs and 60 international and currency ETFs at all times, and then determines which funds you should invest in. The model portfolios used are based on a quantitative, mechanical trading process that can be applied easily and systematically week after week, removing the emotion from your investment decisions.
The newsletter features an extensive explanation about how its information and rankings can be used to your advantage. In addition, there is an in–depth look at a featured ETF or Fidelity Select fund in every issue. The newsletter also includes a model ETF Sector portfolio, an ETF International portfolio and a Fidelity Select Portfolio, and gives buy and sell recommendations and performance figures in every issue. These can be used as a primary basis or source of information for your own investment decisions.
Please visit www.fidelityadviser.com to learn more or use the link below
ETF Report
In the ETF Report, published monthly since 2006, Don Dion applies his market outlook and pragmatic investing approaches to the new world of ETFs, creating diverse portfolios that are easy to follow. These all-ETF portfolios include: ETF Sector Portfolio, ETF Growth Portfolio, ETF Growth & Income Portfolio, ETF Retirement Income Portfolio, and the ETF International Portfolio.
It is our goal at Fidelity Independent Adviser to help you become well–informed before making financial decisions. That’s why the ETF Report prides itself on giving you the necessary information you need in order to further your financial profits.
The ETF Report is packed full of market commentary and unique portfolios so you can match our advice to your personal investment goals. The model portfolios alone will save you days of tedious and time-consuming research. Every newsletter contains detailed discussions portfolio activity, my Power Index and Power Trend ranking of ETFs, up–to–date information on new ETFs being launched, and interviews with investment professionals and ETF sponsors.
Please visit www.fidelityadviser.com to learn more or use the link below
Dynamic Global ETF Trading Service
NEW from Fidelity Independent Adviser — A fundamentally allocated momentum-based active trading strategy for ETF investors looking for exposure to all asset classes.
What is the Dynamic Global ETF Trading Service?
• Trading strategies across ALL asset classes — Sector, International, Commodity, Currency, Real Estate, and Fixed Income — so that you own the top funds in each asset class at all times.
• At least weekly we will electronically deliver you a PDF with our trading recommendations, along with an explanation of our trades and market commentary.
• Whenever our quantitative model detects actionable momentum from any sector or fund, you will get a recommendation from us — again, delivered electronically — to make a trade.
• In addition, email recommendations whenever we determine based on a fundamental analysis of our ETF universe that you should make a trade.
• Trading Strategies across ALL asset classes: Sector, International, Commodity, Currency and Real Estate. Both long and short positions taken.
• Minimum of 52 Weekly portfolio updates.
The Dynamic Global ETF Service is a two-step approach to trading and investing:
Step 1: A quantitative model selects ETFs with the greatest relative strength from a broad universe of funds that includes alternative and non–traditional asset classes such as commodities, currencies and real estate.
Step 2: Using his years of experience in the investment world, Don Dion uses fundamental, non-quantitative analysis to determine the optimal asset allocation for a Dynamic Global ETF portfolio.
Visit http://www.fidelityadviser.com »
The Sector Momentum Tracker, published since 2004, provides a strategy that entails investing in exchange–traded funds (ETFs) and mutual funds using relative strength indicators. Each weekly newsletter provides advice on how to allocate your portfolio in the appropriate funds based on tested buy–and–sell signals and based on my future outlook on the marketplace, which is included in the newsletter.
The Sector Momentum Tracker is a real–time trading strategy that monitors and evaluates 42 Fidelity Select mutual funds, 95 sector and commodity ETFs and 60 international and currency ETFs at all times, and then determines which funds you should invest in. The model portfolios used are based on a quantitative, mechanical trading process that can be applied easily and systematically week after week, removing the emotion from your investment decisions.
The newsletter features an extensive explanation about how its information and rankings can be used to your advantage. In addition, there is an in–depth look at a featured ETF or Fidelity Select fund in every issue. The newsletter also includes a model ETF Sector portfolio, an ETF International portfolio and a Fidelity Select Portfolio, and gives buy and sell recommendations and performance figures in every issue. These can be used as a primary basis or source of information for your own investment decisions.
Please visit www.fidelityadviser.com to learn more or use the link below
ETF Report
In the ETF Report, published monthly since 2006, Don Dion applies his market outlook and pragmatic investing approaches to the new world of ETFs, creating diverse portfolios that are easy to follow. These all-ETF portfolios include: ETF Sector Portfolio, ETF Growth Portfolio, ETF Growth & Income Portfolio, ETF Retirement Income Portfolio, and the ETF International Portfolio.
It is our goal at Fidelity Independent Adviser to help you become well–informed before making financial decisions. That’s why the ETF Report prides itself on giving you the necessary information you need in order to further your financial profits.
The ETF Report is packed full of market commentary and unique portfolios so you can match our advice to your personal investment goals. The model portfolios alone will save you days of tedious and time-consuming research. Every newsletter contains detailed discussions portfolio activity, my Power Index and Power Trend ranking of ETFs, up–to–date information on new ETFs being launched, and interviews with investment professionals and ETF sponsors.
Please visit www.fidelityadviser.com to learn more or use the link below
Dynamic Global ETF Trading Service
NEW from Fidelity Independent Adviser — A fundamentally allocated momentum-based active trading strategy for ETF investors looking for exposure to all asset classes.
What is the Dynamic Global ETF Trading Service?
• Trading strategies across ALL asset classes — Sector, International, Commodity, Currency, Real Estate, and Fixed Income — so that you own the top funds in each asset class at all times.
• At least weekly we will electronically deliver you a PDF with our trading recommendations, along with an explanation of our trades and market commentary.
• Whenever our quantitative model detects actionable momentum from any sector or fund, you will get a recommendation from us — again, delivered electronically — to make a trade.
• In addition, email recommendations whenever we determine based on a fundamental analysis of our ETF universe that you should make a trade.
• Trading Strategies across ALL asset classes: Sector, International, Commodity, Currency and Real Estate. Both long and short positions taken.
• Minimum of 52 Weekly portfolio updates.
The Dynamic Global ETF Service is a two-step approach to trading and investing:
Step 1: A quantitative model selects ETFs with the greatest relative strength from a broad universe of funds that includes alternative and non–traditional asset classes such as commodities, currencies and real estate.
Step 2: Using his years of experience in the investment world, Don Dion uses fundamental, non-quantitative analysis to determine the optimal asset allocation for a Dynamic Global ETF portfolio.
