Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning

Excellent food for thought

I thought we were going to talking about a Fixed Income strategy but the discussion about "equal- weight" presented a contrast to Wisdomtree's belief that "dividend-weight" is more effective than both Equally Weigh and Cap Weight.

There is no reason for Rydex to charge 42bps for an equal weight ETF. Anthony made a very compelling argument but he should have shown the effect of the higher expernse ratio.

Very interesting - especially coming from (me) a long-time DFA advisor. Intriging way to capture higher diversified yield with their MLP type ETF approach.

I enjoyed the statistical analysis regarding his equal weighting on portfolio holdings.