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"The Fidelity Independent Adviser features easy-to-follow models for both aggressive and conservative investors, including portfolios optimized for growth, growth and income, retirement income, international investments, and tax-efficient funds."
–Donald R Dion,
President and Chief Investment Strategist



Click here to view the May 29, 2008 video conference, where Don Dion unveiled his new Dynamic Global ETF Service

NEW from Don Dion - A fundamentally allocated momentum-based active trading strategy for ETF investors looking for exposure to all asset classes.

What is the Dynamic Global ETF Trading Service?

  1. Trading strategies across ALL asset classes — Sector, International, Commodity, Currency, Real Estate, and Fixed Income — so that you own the top funds in each asset class at all times.
  2. At least weekly we will electronically deliver you a PDF with our trading recommendations, along with an explanation of our trades and market commentary.
  3. Whenever our quantitative model detects actionable momentum from any sector or fund, you will get a recommendation from us — again, delivered electronically — to make a trade.
  4. In addition, email recommendations whenever we determine based on a fundamental analysis of our ETF universe that you should make a trade.
  5. Trading Strategies across ALL asset classes: Sector, International, Commodity, Currency and Real Estate.
  6. Minimum of 52 Weekly portfolio updates.

The Dynamic Global ETF Service is a two-step approach to trading and investing:

Step 1: A quantitative model selects ETFs with the greatest relative strength from a broad universe of funds that includes alternative and non–traditional asset classes like commodities, currencies and foreign real estate.

Step 2: Using his years of experience in the investment world, Don Dion uses fundamental, non-quantitative analysis to determine the optimal asset allocation for a Dynamic Global ETF portfolio.

For further information or to order the Fidelity Independent Adviser’s Dynamic Global ETF service CLICK HERE or call
1-800-548-3797

The ART and SCIENCE of Investing
There is both an art and a science to investing, and what we have done with the Dynamic Global ETF Service is combine the two into a system that anyone with an email account can follow. It’s a system designed for aggressive investors who are looking to outperform the market over the long term.

Our algorithm selects the ETFs with the greatest relative strength, and then we use fundamental analysis to tell you how to allocate your assets among those various funds.

WHY ETFs?
The unique qualities of ETFs are what make them perfect for an active trading strategy like the Dynamic Global ETF Service. First of all, ETFs trade throughout the day on the secondary market, just like a stock, whereas a mutual fund trades just once, at the end of the day. Because of this, ETFs are better suited to the active investor.

ETFs generally carry lower expense ratios than actively–managed mutual funds. For long-term investors, there may also be some tax advantages to holding an ETF instead of a mutual fund, since the capital gains distributions from ETFs tend to be lower than mutual funds. Since the Dynamic Global ETF Service is an active trading strategy, however, these features of ETFs are less important for subscribers to our service.

The principal difference, however, is that most ETFs are passively managed. In other words, ETFs are designed to track the performance of an underlying index. With a mutual fund, by contrast, you actually have a person at the helm making the day–to–day investment decisions for the fund.

For further information or to order the Fidelity Independent Adviser’s Dynamic Global ETF service CLICK HERE or call
1-800-548-3797

Message from Don Dion
One of the best parts of the work I do is helping people achieve their financial objectives, whether that’s allowing someone to retire securely, pay for a child’s or grandchild’s college education, or leave a legacy for their family. Financial security is something we all spend so much of our lives working towards. I have been fortunate enough to help many of my clients and subscribers get there.

The growth in the ETF universe really presented us with a new opportunity to do something we had never been able to do before. ETFs are easy to trade and give you the instant diversity of a mutual fund. In addition — and I think this is key — they provide easy access to those alternative and nontraditional asset classes that retail investors have had difficulty accessing before.

I’ve been managing money for 10 years using both a fundamental approach and momentum research to inform my decisions. More recently, I’ve offered my newsletter subscribers a pure momentum strategy in my newsletter, Sector Momentum Tracker. This is the first time I’ve truly merged the two. Our momentum algorithm will determine the funds to invest in, but I will devise what I believe is the right overall allocation mix. We think it’s going to be such an effective approach to investing that I wanted to make it available as a disciplined, consistent system that others can follow. We think this is really the best of both worlds.

For further information or to order the Fidelity Independent Adviser’s Dynamic Global ETF service CLICK HERE or call
1-800-548-3797

Refund Policy — 30 Day, 100%. If you are not satisfied with the Dynamic Global ETF Service within the first 30 days simply calls us at 1-800-548-3797 for a 100% refund of your subscription cost.

The Fidelity Independent Adviser is completely independent of, and not affiliated with, Fidelity Investments.
The Fidelity Independent Adviser takes your privacy seriously. Our privacy policy can be found here.

No representation is made that any account will or is likely to achieve profits or losses similar to those shown, and there are frequently significant differences between hypothetical performance results subsequently achieved by following a particular strategy. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. All investments involve risk including loss of principal.