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Beth A. Botti, CFP®, ChFC, CLU, CDFA™
Financial Consultant
California Insurance License #0G24537
612 Wheelers Farms Road, Milford, CT 06460
Phone: 203-877-6556 Ext. 169
Fax: 203-301-0736
Email: beth.botti@equitable.com
July/August 2024
ETFs May Have a Place in Your Portfolio
Exchange Traded Funds (ETFs) consist of a “basket” of securities that track an index, sector, commodity, or other assets. They can even be structured to track specific investment strategies. ETFs are marketed on a stock exchange just as individual stocks are. They may focus on a single investment type or be a mixture based on an objective, including stocks, commodities, bonds, or currency. Some ETFs offer U.S.- only holdings, while others can be strictly international investments. ETFs usually offer low expense ratios and are generally less costly than buying the stocks individually.*
Using ETFs
ETFs have become a popular diversification tool.** By using ETFs to cover the major market sectors, you can quickly and easily assemble a low-cost, diversified portfolio covering both stock and fixed-income markets. Then, you can simply stick to a buy-and-hold strategy, as you would with any other index product, and your portfolio will move in tandem with its benchmark.You and your advisor could alternatively choose an active management strategy. While ETFs themselves are index funds (no active management on the part of the fund manager), this doesn’t stop you from actively managing your holdings. If you think short-term bonds are set to rise, you could, for example, sell positions in the broader bond market and buy an ETF specializing in short-term issues. You could do likewise for your expectations for equities.
Much More
These are only the basics. ETFs offer more advantages and uses that might benefit your investment program. Your trusted financial professional can tell you more and advise you on how ETFs may fit your financial goals.*Before making any investment, know your financial objectives and understand the objectives, charges and risks of the exact type of product you’re considering.
**Diversification cannot eliminate the risk of investment losses. Past performance won’t won’t guarantee future results. An investment in ETFs can result in a loss of principal.
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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA,SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer - M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this website does not necessarily indicate that the sender is able to transact business in your state. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
GE-6572038.1 (4/24)(Exp. 4/26)
CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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