Episode 11 — Exploring ETFs: Part 2



So the popularity of exchange-traded funds (ETFs) is on the rise. But how do investment pros like those at Sungarden incorporate them into their portfolios?

Today, Vince Esposito and Rob Isbitts are back with part two of their mini-series to discuss their unique way of using ETFs and what they look for when choosing them.

In this episode, you’ll learn:

  • How Sungarden uses ETFs as ingredients in their portfolios
  • What’s unique about the way Sungarden builds ETF portfolios
  • Why ETFs can be better than individual stocks
  • What it means for a company to have a wide moat — and why this matters to Sungarden
  • And more!

Join Vince and Rob now to learn more about Sungarden’s ETF investment strategy!

Resources:  Sungarden Investment Research | The Street Investing Climate Reports | Episode 10: Exploring ETFs: Part 1

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Investing involves risk including possible loss of principal.  

Vince Esposito and Rob Isbitts are an Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. The material in the podcast has been distributed for informational purposes only.  The material contained in this podcast is not a solicitation to purchase or sell any security or offer of investment advice. No part of this podcast may be reproduced in any form, or referred to in any other publication, without express written permission.

Vince Esposito and Rob Isbitts are also the sub advisors of the Dunham Alternative Dividend Fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunnam Alternative Dividend Fund carefully before investing. This and other important information is contained within the fund’s prospectus which may be obtained by contacting your financial adviser or by calling toll free 800-442-4358. Please read prospectus materials carefully before investing.

 


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