ETF Selection: Choosing the Right Players for Portfolios

byBob Simpson, Synchronicity Performance Consultants

March 1, 2016

2 minute read

ETF Selection: Choosing the Right Players for Portfolios

by Bob Simpson, Synchronicity Performance Consultants

February 29, 2016 - Today, we took a light-hearted approach to comparing ETFs to help choose the right selection for a portfolio. As today is the National Hockey League trade deadline, we took the approach that an NHL general manager would take in choosing a player to help him add a final piece for a run for the Cup.

https://player.vimeo.com/video/157173624

February 22, 2016 - Are we being spooked out of high quality stocks with strong earnings trends by watching the activity of market indices, such as the S&P 500? Indices provide investors with broad exposure which is a good and a bad thing. The good is that it better diversifies, which reduces risk. The bad is that it exposes us to market sectors that are trending lower (earnings and price). The S&P 500 earnings, without energy exposure, have increased at a moderate rate over the past year, but with energy, earnings have declined by over 12%. Should we be letting energy stocks negatively influence our decision to buy stocks that have no energy exposure or that could benefit from lower energy prices?

https://player.vimeo.com/video/156444398

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The Huddle is a 30 minute virtual session facilitated by Bob Simpson of Synchronicity Performance Consultants, each Friday at Noon Eastern time. During these insightful sessions, a broad range of topics are discussed, ranging from financial markets, investment strategies, business development and how to use stock screening tools, like YCharts.

Synchroncity has been conducting these sessions each week since 2013 and recorded and posted them on their site. To date, they have conducted over 100 sessions with participation from a broad range of advisors across North America.

If you would like to attend live sessions, contact Bob Simpson at 905-502-0100, or via email at info@synchroncity.ca

Author

Bob Simpson, Synchronicity Performance Consultants

Bob Simpson, president and founder of Synchronicity has been involved, directly or indirectly in the industry since 1981. He has been a very successful financial advisor with Nesbitt Thomson Inc., a major Canadian financial institution. Between 1981 and 1989, he built a business with more than $120 million in assets under management and was one of the first Canadian advisors to transition from a solo to an ensemble model. From 1989 to 1993, he was Vice President Development and portfolio manager for a publicly traded insurance company and president of an investment counseling firm. From 1993 to 1998, he held several positions including fixed income strategist, manager of training and development, branch manager and Senior Vice President National Sales for Midland Walwyn Capital Inc., Canada’s largest independent financial services firm, which was sold to Merrill Lynch in 1998. In 1998, he founded Synchronicity Business Coaching Inc. In 1999, he was trained and certified by Michael Gerber, author of the best-selling business book, The E-Myth Revisited and his firm E-Myth Worldwide. He has subsequently adapted many of Gerber’s concepts in the development of Sustainable Growth, a program for financial services entrepreneurs.