Wednesday, January 9, 2013

In case you missed our December 21 post in the midst of your holiday planning, ETF Global is that rare firm that actually monitors and reports on the performance of our ratings.  One of the reasons is that when your top rated funds perform as well as ours have, you want to shout it from the rooftops.  The performance reports on our Quant model and our Green Diamond Reward Ratings are on the publicly available part of our website and they will be there every month, even if it doesn’t look as good as it does now.

The numbers are good indeed.  Depending on how you want to measure us, we more than double the performance of the S&P 500 on a rolling return basis.  On the Quant side we segregate the top rankers from the top 10 to the top 100. Our top 10 rated funds each day have a average rolling 1 month return of 2.31% since we launched on July 2 compared to the S&P 500 which has an average of 0.95%, for 3 months those averages are 3.67% compared to 1.36%.  If ten names is too small a universe, you will find that our top 25, 50 and 100 funds also beat the market consistently. While Quant is primarily an institutional product, advisers and self directed investors are finding our Green Diamond Reward Ratings have similarly stellar performance.  Each day, one fund gets all 10 Green Diamonds and that fund has an average rolling 1 month return of 2.49% since July 2 compared to the S&P 500’s 0.95%.  We also break out the numbers by all 9, 8 and 7 Diamond funds and even the 7s beat the market.  You can see their 1 month average is 1.56% and the three month beats even more handily at 3.32% compared to 1.97% for the S&P 500.  Our Red Diamond Risk Ratings are not predictive so we do not calculate how they perform.

Quantitative models are becoming more important to the investment process and ETF Global has revolutionized the investment decision support industry by bringing such tools to you.  Our models are good enough to make you think it’s OK to take on 30 times leverage but of course we don’t recommend that.  We remind you that the models predict relative performance not absolute return, so if the market drops you should expect our top rated funds to also drop, hopefully by a lesser amount.  As you know, past performance is not necessarily indicative of future returns but more managers are finding that ETF Global gives them the edge they need in today’s difficult investing environment.  So if you haven’t yet, sign up for a trial subscription and send us an email to, we’ll be happy to call you for a personal walk through the site.  Today’s Quant output is available under the ETFG Quant button, basic materials and energy are still scoring well and some small caps bumped back up in the rankings.  We will cover the ranks more fully tomorrow, thanks for reading today and please take a look at our performance reports.

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