Screened ETF List
Source: http://www.qvmgroup.com/invest/archives/512Posted on Thursday, May 15th, 2008 | In Current Market News, Stocks to Watch
This screened ETF list is based on a combination of features that are often requested by more cautious equity investors:
- funds with history and reasonable liquidity
- acceptable expense ratios for the type of portfolio
- not too much volatility for the return
- some current yield
- better total returns than bonds
The funds in the list are not recommendations. They are simply idea possibilities for do-it-yourself investors who may find the particular screening criteria useful.
The funds do not represent a full spread of the asset classes which we believe should be in a well designed portfolio.
The universe from which they were filtered is the entire database of hundreds of ETFs at www.IndexUniverse.com.
Important Note:
The fact that cautious investors ask the kinds of questions on which the filter is based, does not mean the funds that make it through the filter are conservative or necessarily good investments. In fact, some of them are aggressive, and some may be poor investments.
It is a raw filtered list of ETFs for further evaluation. Our intent is to save the “do-it-yourself ” investor time and effort by eliminating the hundreds of funds that don’t meet the criteria of the filter.
“Seasoning”:
A much longer list of funds would be generated if the three-year data requirement were modified to include index funds tracking indices that themselves have three-years of data. We believe that three years of “seasoning” is an important selection factor in a world with so many choices, but a new index fund following an established index with its own published history of three years or more can reasonably be seen as “seasoned” for three years.
Richard Shaw
QVM Group LLC
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 About Richard Shaw (http://www.QVMgroup.com)
Richard is a principal of QVM Group LLC, a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make their own decisions. His investment approach is based on value, asset allocation, benchmarking, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and performance. The QVM Group team also provides municipal refinance services, strategic business planning and financial analysis service for new ventures, private acquisition analysis, and custom investment research. Richard's extensive experience, includes serving on the Board of Directors of Aberdeen Asset Management PLC (London Stock Exchange: ADN), membership on the Board of Directors of Phoenix Investment Counsel (renamed Virtus Investment Advisors), a U.S. pension manager and investment advisor to the Phoenix Funds (renamed Virtus Funds), as well as serving as Managing Director of a series of offshore investment funds based in Luxembourg. He has led institutional asset management sales and had overall responsibility for management of a U.S. mutual funds broker-dealer. He was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree prior to its IPO. He is a graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website http://www.qvmgroup.com/QVMinvest/ |
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