BUILDING YOUR OWN MUTUAL FUND

Those of you familiar with my radio show, newsletters and investment advisory services already know what a big fan I am of the new investing tools that have come out in recent years. I am speaking here of my affinity for Exchange Traded Funds (ETFs). ETFs are "baskets of stocks" that are constructed to mirror the performance of either a major market index (Dow Industrials, S&P 500) or a market sector such as technology, healthcare or even the stock markets of foreign countries.

I love ETFs, and have used them extensively over the past few years in all my services. Why? Because compared to mutual funds, ETFs are less costly to own, much easier to trade, are transparent (i.e., you know exactly what you are buying) and are objectively managed, meaning you don’t have to rely on the "skill" of a mutual fund manager. I say "skill" because it is a sad fact that most mutual fund managers fail to beat their benchmarks indexes, and they deliver this underperformance at great cost to their shareholders. ETFs give you all of the benefits of mutual fund ownership without the downside of high costs, poor management and restrictive holding periods.

In a few days I will be speaking at The Annual World Money Show in Orlando, FL. At this show I will discuss strategies on how to build your own mutual fund using ETFs. I will demonstrate how ETFs can get you positioned to take advantage of the hottest market segments, without the risk associated with owning individual stocks. I will also show you how owning ETFs is much more cost and tax efficient than owning actively managed mutual funds.

Worried about a down market? You needn’t be. Armed with ETFs and other unique investment tools, you can still profit when the market is heading south. In my upcoming Money Show seminar, I will tell you how to use unique bear-market funds, international funds and ETFs to construct your own personal bear-market portfolio. With so many tools now available to the individual investor, there is no reason why, with a little information and guidance, you can’t take advantage of any market condition. If you are in or around the Florida area this weekend, please come by and tell me you read about this event in the Making Money Alert. I will be glad to chat with you personally about your financial situation, so come prepared with questions!

The World Money Show
Gaylord Palms Resort, Orlando, Florida

Thursday, February 1 through Saturday, February 4.

Doug Fabian will host two FREE discussions at the World Money Show in Orlando, Florida, Saturday, February 4.

8:00 a.m. – From Mutual Fund Mess to ETF Success

11:35 a.m. – Worry No More About a Down Stock Market

For more information on this event log on to http://www.moneyshow.com or call 800-970-4355, and ask about specially discounted room rates for World Money Show participants. Seating for Doug Fabian’s presentations is limited and will be available on a first come first serve basis.