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Build Portfolios That Beat Robo Performance: How to Use ETFs to Build a Sector-Based Portfolio

Tuesday, May 9, 2017 | 2:00 p.m. ET / 11:00 a.m. PT You’ll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market.

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.

With the diversification benefits of a mutual fund and the trading agility of a stock, the popularity of ETFs has grown to over $2 trillion in value. 

Marc Chaikin, creator of Chaikin Money Flow, and Carlton Neel demonstrate how to find trends in equity sectors—and use ETFs to construct strong client portfolios. 

You’ll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. You’ll also learn the new technologies and tools for smarter ETF investing—and to help your clients better understand the market and their portfolios. Discover why one wealth manager shared with Marc that his client was impressed enough to invest an additional $500,000.  Plus:

• How to avoid over-hyped stocks and other landmines that can destroy portfolios

• How to anticipate whether a stock is likely to beat or miss earnings estimates

• The indicators that predict a stock’s “personality change” ahead of big price movements

Marc Chaikin
Founder & CEO
Chaikin Analytics LLC

Carlton Neel
COO
Chaikin Investments LLC

Continuing Education (CE) Credits are available to participants attending the LIVE presentation only. The presentation will be recorded, but credits will not be available for playback viewing.

 

 

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