ERI Tutorial
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ERI Tutorial

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A 5 minute tutorial on how to use the weekly updates provided on EasyRetirementInvesting.com

A 5 minute tutorial on how to use the weekly updates provided on EasyRetirementInvesting.com

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    ERI Tutorial ERI Tutorial Document Transcript

    • Easy Retirement Investing Tutorial
      How to use the ERI website
    • ERI invests in 15 Exchange Traded Funds or ETF’s
      The methodology used to generate buy/sell signals for ETFs is called Diversified Long-Term Timing or DLTT
    • Below each ETF symbol is a brief description.
      For more information, go to the ETF Info page and click on each symbol
    • The first 7 ETFs invest in U.S. stocks: large cap, small cap and sector
      The last 7 ETFs are single country funds from Europe, Asia and Latin America
      DBC is a global commodity ETF, investing in energy, grains and metals.
    • Each ETF’s historical return is ranked 1 (best) to 15 (worst)
      EWZ has the best historical return. Ranks are based on past performance and may not accurately predict future returns.
    • Percentage of time that an ETF has been on a buy signal (long position)
    • Average time period in years that an ETF remains on a buy signal (long position)
      Volatile ETFs like PIN and EWA tend to have shorter average time periods on a buy signal
    • If current status is “Buy”, we are holding a long position in the ETF
      “Sell” indicates no position in the ETF is held in the portfolio; a cash position is held until a buy signal occurs
      We do not recommend short positions in ETFs with a Sell status
    • The standard allocation to an ETF on a buy signal is 6.7% (rounded to 7%)
      When an ETF appreciates in value after a buy signal, the allocation grows as in this example (9%)
    • Buy price is the next weekly closing price following a buy signal
      Gain/Loss is the percent difference between the current price and buy price
    • If the Current Status equals the Next Wk Signal, then no action is required
      Buy/sell instructions for the next week are shown here
    • Trend strength is an indication of how likely a rising trend will continue
      The highest trend strengths are color coded green; the weakest trends are red
    • Compounded annual returns and year-to-data performance are shown here
      Year-to-date performance is real time; all other historical performance data is hypothetical, based on backtesting
    • Annual dividend adjusted returns from 2000 to present are shown here
      Blue bars represent the DLTT Portfolio and SPY Buy & Hold is in red; 2000-08 returns are based on backtesting
    • ETF holdings in the DLTT Portfolio are summarized here
      Cash: money on the sidelines waiting to be invested in ETFs on sell signals; can be invested in money market or short term bond funds
    • Thank you for your interest in EasyRetirementInvesting.com