Paul Merriman, founder and president of The Merriman Financial Education Foundation), Chris Pedersen, director of research, and Daryl Bahls, director of analytics, discuss the 2021 Best-in-Class ETFs) Paul starts the discussion with a short history of his commitment to providing mutual fund recommendations) He makes it clear that they are not CFPs, CFAs or registered investment advisors, and he notes that selecting the “best" ETFs has its limitations and is not a science. Chris then discusses the steps he takes to identify the final choice in each equity asset class, and why he chose several new ETFs, including his expectation for additional return.
Chris, Daryl and Paul answer related questions including:
Should I immediately switch old positions into the new recommendations?
Should I hold the old positions and start a new portfolio at M1 Finance)?
Having started an account for a one-year-old child with a small-cap value fund, should I buy more small-cap value or put the next investment into another asset class?
Why are you suggesting ETFs with higher expenses?
Why have you eliminated the more risky emerging markets ETFs?
To see the Powerpoint slides, click here).
To watch the video click here).
