Value of $10,000 invested in ETFalpha U.S. Portfolio versus the Market ("SPY")
Risk of ETFalpha Portfolio versus Market Risk ("SPY")
WORKING ASSUMPTIONS FOR COMPILING PERFORMANCE DATA
The ETFalpha All-6 Portfolio performance calculation assumes that equal dollar amounts are invested in each of the six ETFs comprising the ETFalpha portfolio according to ETFalpha signals. SPY is the symbol for the SPDR S&P 500 ETF Trust which is here used as proxy for the US stock market. SPY performance is based on closing prices and assumes a buy and hold strategy throughout the period. Account is taken of dividends but not of taxation since the latter varies widely depending on individual circumstances. No account is taken of commissions paid nor of interest earned on cash balances when funds are not invested. The ETFalpha performance figures prior to May 1st, 2011, when ETF-Online-Investing.com, the previous name of the service, went online, are based on backtesting and after that date on trading signals and quoted closing prices on the first trading day following the signal. If one had actually traded the ETFalpha signals and SPY, his/her actual transaction prices may have been different from closing prices, thus leading to a different level of performance. Standard deviation is taken as a proxy for risk which is the normal financial meaning of volatility.
A Note on Online Investing:
Online investing in ETFs brings ETF investing into your home!
The internet has made it possible for you to easily seek knowledge and guidance on a wide range of investment products, from stocks, to bonds, to ETFs, to futures and options, to commodities. Indeed, one sometimes feels overwhelmed by all this information.
Reading and learning all this knowledge requires more than one lifetime. Our aim at ETFalpha is to help, simplify, and guide you through this complex subject and at the same time let you be in control.
We achieve this guidance of online investing in ETFs in various ways.
We focus on only six ETFs. These six ETFs, however, cover all the most important investible assets: US Stocks, Real Estate, US Bonds, Developed Countries (Europe, Asia and the Far East), Emerging Markets, and Commodities. Online investing in ETFs via ETFalpha, therefore, achieves wide diversification and exposure to the main investing assets.
We also have a detailed guide for Members which explains in detail how to open an online or other stockbroking account, if you do not already have one, and how to follow our guidelines. It is very simple and straightforward.
We do not equivocate and leave you wondering! Our guidance is clear and at the top of our newsletter.
All we ask of you is to follow our guidance precisely and constantly. Please read the Disclaimer and Terms of Service which deal with your level of knowledge, seeking professional advice if required, and other important matters.
We have tried to make online investing in ETFs as stress free, enjoyable, and effective as possible.