About Eustis Investing Strategies
We provide unbiased and convenient U.S. Exchange Traded
Fund (ETF) analysis, information, and ratings. Our site is
supported by advertising supplied from third parties and subscription
fees. We do not
deal directly with our advertisers to prevent any perception that could
compromise our advice to
our customers, and we deliver our fund evaluations using the convenience of
the internet.
We focus on ETFs, because of their lower annual costs
compared with mutual funds. Our company President, Alex Eustis, was
quoted by the Wall Street Journal on April 10, 2006 comparing the
costs of ETFs to mutual funds in the article "Investors
Switch to Popular ETFs".
These funds provide diversified investments
with real-time trading that eliminates the trading abuse opportunities that
have plagued mutual funds. Fund types covered include HOLDRs, iShares,
Powershares, SPDR, streetTracks, Vanguard ETFs, and WisdomTree. We offer access to:
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A listing of all 300+ funds available for sale in
the USA |
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Funds organized into 28 easy to use categories |
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Three recommended portfolios for the aggressive,
conservative, and medium risk investor |
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Key information provided for each fund in a quick
comparison table |
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An outlook and rating (out-perform, above average,
average, under-perform, or significant under-perform) for each category |
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Comparison of the funds within a category selecting
the recommended best funds |
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Quick links to performance charts and additional
fund information
We offer two
services:
1) We offer our ETF model portfolios and
a forum to registered members.
Membership is free.
2) You can access
our ETF category analysis and fund evaluations
without a subscription.
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Recent Website Updates
 
18Mar07 -- Added new
funds to the Energy category.
25Feb07 -- Added the new
HealthShares funds to the Healthcare category
analysis.
11Feb07 -- Added new
Bond funds from iShares.
07Jan07 -- Calculated the Model
Portfolio returns through 2006 in the Membership Area.
We also provide the overall returns on the Model Portfolio Performance
below.
Exchange Traded Funds
ETF assets continued to grow by
31% in 2005 and ended the year just under $300 billion. Since the
first ETF was created in 1993, these funds have grown tremendously to over
300 funds in 2006.
ETFs generally have lower expenses compared
with mutual funds even low cost index funds. The average ETF has an
annual cost of 0.42% of assets compared with 1.41% for actively managed
mutual funds and 0.86% for index funds according to Morningstar Inc.
ETFs invest in indexes rather
than being actively managed like many mutual funds. But passive
indexes doesn't mean you accept poor performance. An index like the
Vanguard 500 Index has beaten 60% of all actively managed domestic stock
funds over the past ten years, and many other profitable investment
strategies are available using ETFs.
For more details, our ETF page provides a detailed
explanation on this investment type.
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Model Portfolio Performance
We provide three model portfolios to our registered members. Our
total returns through the 2005 year end compared to the S&P 500 index:
| ETF Portfolio |
2006 |
2005 |
2004 |
| Aggressive |
12.5% |
26.2% |
18.0% |
| Medium |
16.0% |
7.1% |
7.9% |
| Conservative |
13.3% |
4.7% |
12.0% |
| S&P 500 Index |
13.6% |
3.0% |
10.9% |
Register for free membership.
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Bulletin Board
We have a bulletin board for our registered members. They
can post questions and comments or just view previously posted notes.
This provides a forum for our members to share information.
You access this forum with your username and password.
Register for free membership |
