Skip to main content

The Power of Technology

Technology has been nice to investors. However, looking for a little pull-back in the markets sometimes this week or early next week of about 3-4%. But, I could be wrong. The anxiety meter is high this week. Here are three technology funds that are comparable in return, size, holdings, etc.

However, one fund stands out from among the rest with a whopping 3 month return of 61.18%. Since the ProShares fund returns 2X the index, you really get a nice return on your money. However, there are many risks to consider when investing in these types of funds at this stage in the game.

If you are unsure on where and how to reposition your assets to prevent further losses? We can help you. Our financial planning methods using Exchange-traded funds and careful asset allocation modeling can help you fix or build a financial portfolio that will weather any financial storm and secure your dreams.

Get investment advice tailored to your retirement needs from a trusted source. Our asset management services for businesses includes financial analysis, asset selection, stock selection, plan implementation and ongoing monitoring of investments with you remaining in control of how and when to implement your plan.

We bring you diversified investment strategies in any way that you want: Equity Investments, Asset Allocation & Fixed Income, Cash Management, Alternatives, Mutual Funds, Exchange-Traded Funds (ETFs), Retirement Plans, and Separately Managed Accounts. Call for a free no cost financial planning consultation now 770-572-2715.

7/22/2009 5:25 PM

Comments

Popular posts from this blog

Morning Update

By Rick Walter Still working on putting together a strong biotech portfolio. Here is a good general article on the state of the biotech industry that was posted yesterday on the online Wall Street Journal's site- Biotech Stocks Hot Right Now, Ho-Hum in the Long Run.

Portfolio Update

By Rick Walter I have posted a new Biotechnology portfolio . It's total return as of November 25, 2009 is 3.4%. However, to download and use it you will have to subscribe to the portfolio, of course. On an important note, I consider each portfolio to be well diversified in its particular sector but I've recently decided to add stock futures and options positions to each portfolio which will increase each portfolio's return but lower the risks going forward.

New Podcast Series

By Rick Walter Hi everyone! Tune-in to our new financial commentary podcast(audio) series . The goal of our podcast is to help you cut through the clutter of web misinformation by focusing in on specific articles that can help you make timely decision on companies that you may own as investments. The ongoing series will also provide independent analysis on specific industries, and cover important topics that unfold daily with input from heads of local and regional companies that are private and publicly traded. Tune in daily at http://www.ucsinv1.podomatic.com/ .