Investment Help

If you are seeking investment help, look at the video here on my services. If you are seeking a different approach to managing your assets, you have landed at the right spot. I am a fee-only advisor registered in the State of Maryland, charge less than half the going rate for investment management, and seek to teach individuals how to manage their own assets using low-cost indexed exchange traded funds. Please call or email me if interested in further details. My website is at If you are new to investing, take a look at the "DIY Investor Newbie" posts here by typing "newbie" in the search box above to the left. These take you through the basics of what you need to know in getting started on doing your own investing.

Sunday, November 21, 2010

Need An Intermediate Bond ETF?

An exceptional resource for DIY investors seeking to do exchange traded fund analysis is at ETF Data Base (ETFdb). This is the list of intermediate bond portfolios from their site.


This list was actually obtained by using the ETFdb screener tool. Using the various links and puttering around a bit, you will find it easy to compare fees, examine comparative performance, and see fund holdings. Furthermore, links take you back to the issuer's website.

As always, the DIY investor should take into account location of investments and tax consequences if it is a taxable account. Typically, an intermediate bond fund is most appropriate in a qualified account like a 401k, IRA, 403(b) etc. where Uncle Sam isn't grabbing a big chunk of the interest earnings - at least until it is drawn out in retirement.

Disclosure: this post is purely for informational purposes. I own some of the ETFs listed.

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