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Don Dion's  Instablog

Don Dion is the publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provides to a broad range of investors Don’s commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than... More
My business:
Fidelity Independent Adviser
My blog:
Dion Money Management
My book:
Market Outlook 2010
  • ETFs for Rich Draw Little Interest 0 comments
    Oct 26, 2009 03:35 PM | about stocks: BCS, BAC, JPM, DENT, GVT, RPQ, VTV
    While Barclays' (BCS) new Wealth ETF Tactical Allocation BETA Portfolios are a unique step forward for the much-anticipated active ETF industry, these asset allocation strategies eschew many of the basic characteristics of ETFs that have made the funds so popular.

    The eight new portfolios are geared toward wealthy investors, with at least $10 million in assets, who are looking to open small, actively managed accounts. These strategies are intended to be applied to…READ MORE

    To access my special Market Outlook for 2010 report, click here

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