THE 2007 CD BUSTER
ETF's VERSUS THE CD
Last Updated: on 12/31/07
CD Buster is a
simulation portfolio
created
by
Pearson Capital, Inc.
for informational/educational purposes only.
| Stock Name |
Symbol |
Yield |
Shares |
Price/Share |
$ Invested |
Current Value |
YTD/Total-$ |
| US-High Yield |
DCS |
5.32% |
109 |
$22.98 |
$2,504.82 |
$15.80 |
$1,722.20 |
| US-Diversified |
DVY |
3.16% |
36 |
$70.73 |
$2,546.28 |
$64.49 |
$2,321.64 |
| Europe-Diversified |
EFA |
2.13% |
37 |
$73.22 |
$2,709.14 |
$78.50 |
$2,904.50 |
| Global-Value |
EFV |
1.69% |
34 |
$72.20 |
$2,454.80 |
$71.95 |
$2,446.30 |
| Australia-Diversified |
EWA |
2.92% |
106 |
$23.50 |
$2,491.00 |
$28.82 |
$3,054.92 |
| Singapore-Diversified |
EWS |
2.81% |
223 |
$11.20 |
$2,497.60 |
$13.79 |
$3,075.17 |
| China-Diversified |
FXI |
1.28% |
22 |
$111.45 |
$2,451.90 |
$170.45 |
$3,749.90 |
| India-Diversified |
IIF |
0.60% |
49 |
$50.82 |
$2,490.18 |
$54.89 |
$2,689.61 |
| Global-Financial |
IXG |
1.21% |
28 |
$90.55 |
$2,535.40 |
$79.81 |
$2,234.68 |
| US-Value |
VTV |
2.32% |
34 |
$68.23 |
$2,319.82 |
$66.39 |
$2,257.26 |
| Total: |
- |
AVG 2.34% |
- |
- |
$25,000.94 |
-- |
$26,456.18 |
A $25,000 CD returning 5% has a year ending value of $26,250.
The same $25,000.94 invested in our CD Buster January 1, 2007 would have
a value of $26,706.18 on December 31, 2007
Profit of +1,706.18 = +6.82%
Earned dividends are included
fees are included
The 2007 CD Buster portfolio was created for
demonstrational purpose from our "top ten" list ETF's.
The start up prices were taken from the market's closing price on December 29, 2006.
This diversified portfolio demonstrates how selected ETF's could outperform the regular bank CD yielding 5% annually.
This example does include
trading fees and
management fees as well as dividends earned.
Current performance does not indicate or guarantee future performance.
All client portfolios are customized differently, and include individual equities and ETF's to meet their individual growth objectives and goals.
There are no guarantees as to the profit of each - some may lose money.
Confirm all data with your broker or financial advisor before trading.
Pearson Capital's Terms & Conditions
DISCLAIMER:
Pearson Capital, Inc. makes no guarantee as to the accuracy or completeness of this data.
Information is provided for informational purposes only, and Pearson Capital, Inc. shall not be liable
for any errors or omissions, or for any actions taken in reliance thereon.
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