Announcing the ETF Portfolio Builder Tool
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We're proud to announce the launch of the Portfolio Builder tool, a significant enhancement to the resources available on the ETF Research Center. This is the piece that completes the puzzle, allowing investors to screen, research, and now build ETF portfolios based on forward-looking investment merit, not just past performance!
 Create, name & monitor up to 20 model portfolios- Add funds in the weights you desire
- Create custom benchmarks of one or more ETFs
- Export holdings to Excel
- Store online and return anytime for instantly updated analysis
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Top-down view of portfolio composition
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 - See ratings, prices, number of holdings and shares required for each fund in your portfolio
- Estimate expenses for the portfolio as a whole
- Understand
how your choices affect sector and geographic allocation of the
portfolio overall, and how these compare to your benchmark
- Compare the performance records of each fund in the portfolio side-by-side
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Detailed, fundamental analysis
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 - Easy-to-read graphical displays show you how your portfolio measures up
- Quickly analyze important fundamental data on the basket of stocks underlying your ETF portfolio
- See current expectations and how they are changing
- View critical valuation metrics and how they compare to the benchmarks so you can reach an informed investment decision
- Modify holdings/weights until you're satisfied with the portfolio's fundamental characteristics
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Sign up for your FREE TRIAL today!
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Portfolio Builder is part of the PROFESSIONAL level subscription to the ETF Research Center. Like all our subscriptions, it comes with a free one-month trial so you can test drive the tools and make sure they are right for you. (Subscribers wishing to upgrade a BASIC or PREMIUM membership please contact us.) |
