AgileInvesting recommends and manages diversified portfolios using exchange traded funds (ETFs). An ETF is an index fund that trades on the stock market. Examples include ishares and SPDRs.
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How Agile Is Your Portfolio?

 

AgileInvesting is an investment advisory service that recommends diversified portfolios comprised principally of Exchange Traded Funds (ETFs), which are low-cost, tax-efficient investments that track the performance of specific market indexes. ETFs are ideal vehicles for implementing our asset allocation strategies.

AgileInvesting is targeted to investors seeking to:

  • Emphasize asset allocation - the key factor in portfolio performance
  • Diversify across a broader range of asset classes
  • Tactically adjust exposure based on the risk/return profile of each asset class
  • Avoid the risks and distractions of individual stocks and actively managed mutual funds
  • Defend capital during bear markets
  • Minimize investment costs and taxes
  • Remove emotion from the decision making process

AgileInvesting provides subscribers the following services:

  • Model portfolios for three distinct risk tolerance categories: conservative, moderate and aggressive
  • A Monthly Market Review, which provides quantitative and qualitative analysis of the key asset classes we include in our portfolios
  • Interim market comments, which are distributed mid-month and supplement our Monthly Market Review 

Subscribers implement our model portfolio recommendations in their own accounts.  

Alternatively, we offer portfolio management services through Agile Investments, a registered investment advisor.
 

AgileInvesting does not guarantee the accuracy or completeness of this report, nor does AgileInvesting assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only.  

The information contained in this report may not be published, broadcast, rewritten or otherwise distributed without prior written consent from AgileInvesting.

 © 2009, AgileInvesting. All rights reserved.