About The ETF Strategist

The ETF Strategist was founded by David N. Frazier and Newsmax Media in June 2007, with the mission of providing unbiased investment advice to individual investors who are interested in investing in exchange-traded funds (ETFs). Our primary goal is to help investors preserve their capital during difficult economic environments and to generate substantial investment returns during all other situations.

A wealth of investment-related information is provided in every edition of our monthly newsletter, including statistics, charts, and data on worldwide economic, geopolitical, and demographical developments. In addition, Frazier regularly comments on investor sentiment and sector rotation factors that often affect the short-term (less than three months) direction of securities prices.

As a result of Frazier's in-depth analysis of the financial markets, persons that invest in securities other than ETFs, such as stocks, bonds, commodities, precious metals, and mutual funds, also can benefit from The ETF Strategist.

Although we don't expect Frazier's market forecasts to always be correct or his ETF recommendations to always generate profits, his forecasts have been very accurate over the past 10 years and his past investment recommendations have been quite profitable.

For example, when stocks were still in the midst of a severe bear market during late 2002, Frazier correctly forecast that stock prices would trend higher during 2003. When most of the so-called investment "experts" were telling their clients to add to their equity portfolios during late 2007 because the U.S. economy would continue to grow at a healthy rate, Frazier advised subscribers to The ETF Strategist to sell stocks short because his models indicated that the economy would weaken and stocks would fall during the ensuing months.

While working as an equity analyst at a private investment banking firm during 2003 to 2004, Frazier's stock recommendations generated a 45.7 percent average annual return. In comparison, the S&P 500 Index returned only 24.4 percent (including dividends) during that same period.

While working for a New York-based money management firm and investment newsletter publisher from 2006 to 2007, Frazier's stock recommendations continued to generate market-beating results, 80 percent of Frazier's stock recommendations for the two newsletters that he wrote for that firm generated profitable returns. Four of his 15 recommendations appreciated more than 40 percent, while one advanced more than 80 percent, from Aug. 2006 through May 31, 2007.

When the vast majority of equity mutual funds lost more than 30 percent of their value during 2008, Frazier's conservative investment recommendations for The ETF Strategist fell only 10.6 percent, on average, while his aggressive recommendations declined a mere 3.2 percent. Meanwhile, his Conservative Portfolio outperformed all but 76 of the 5,218 equity mutual funds tracked by Morningstar Investment Services in 2008 while his Aggressive Portfolio outperformed all but 15 of those funds. In other words, The ETF Strategist's Conservative Portfolio outperformed 98.5 percent of all equity mutual funds during the year ended Dec. 31, 2008, while its Aggressive Portfolio outperformed 99.7 percent of those funds.

Since the inception of The ETF Strategist on Sept. 18, 2007, through Dec. 31, 2008, The ETF Strategist's Aggressive Portfolio recommendations actually appreciated 5.6 percent, while the S&P 500 Index fell a whopping 37 percent.

Click here to learn about Frazier's investment selection process and the models that he uses to generate market-beating investment results.

David Frazier has a diverse background in the investment securities industry and has invested in the financial markets for more than 25 years.

After completing his undergraduate studies in Economics, Finance, and Accounting, he joined The Dun & Bradstreet Corporation in 1987 as a Business Analyst, with the goal of improving his understanding of the ways in which companies can profitably employ different financial and operating strategies.

From 1989 to 1991, Frazier worked in sales and marketing for a boutique financial planning firm. He then joined Waterhouse Securities, Inc. (now TD Ameritrade Holding Corporation) in 1992 as a Series 7 investment representative. While at Waterhouse, Frazier began to recognize that individual investors often react emotionally and in counterproductive ways to the vagaries of the stock market, rather than analyzing the reasons that they make or lose money on a particular investment.

In 1993, Frazier became a sales representative (and later, the National Sales Manager) for a stock mutual fund managed by William O'Neil and Company — the publishers of Investors Business Daily. While working under the direction of Bill O'Neil — the fund's chairman who's made millions of dollars investing in the stock market since the early 1960s, Frazier learned how to better select profitable investments in stocks of fast-growing companies that are often overlooked by the major Wall Street investment brokerage firms.

From July 1996 to March 1998, he served as an investment research analyst at an investment consulting firm that provided advice to affluent individual investors. From April 1998 to March 2000, he was a merchant banking analyst and Director of Financial Publications at Magnum Financial Group, a corporate financial advisory and consulting firm that provided investment banking, business consulting, and merger and acquisition advisory services to both start-up and small publicly traded companies.

From April 2000 to March 2004, Frazier served as an equity research and investment banking analyst at a private investment banking and corporate finance firm headquartered in Los Angeles.

Before founding The ETF Strategist with Newsmax Media in June 2007, Frazier provided investment research and analytical writing services to several money management firms and investment publications, including Dan Sullivan's The Chartist; Stephen Leeb's The Complete Investor, Emerging Investments and Leeb's IPO Insight; and The Flex-Funds Family of Mutual Funds.

Frazier has passed the National Association of Securities Dealers ("NASD") Series 7, 63, and 65 exams. He received his BS Degree in Business Administration & Management from Virginia Commonwealth University with a major in Finance and a minor in Economics, and he has taken numerous graduate courses in Finance and Accounting at Harvard University and the University of California at Los Angeles.

Monthly Newsletter

By subscribing to The ETF Strategist, you'll get a monthly newsletter that highlights the asset classes, economic sectors, and industries that are poised to perform best during any given situation, as well as key information on the specific ETFs that Frazier's investment models indicate will generate the biggest investment returns during those times.

Of utmost importance, you'll get a comprehensive analysis of the ETFs that compose Frazier's two model portfolios, along with the reasons that he's recommending those ETFs. One of those portfolios is designed for conservative investors, while the other one is structured for aggressive investors.

Frazier's Conservative Portfolio recommendations are meant for investors that are more interested in preserving their capital than in realizing the largest potential investment returns. This portfolio seeks to outperform the S&P 500 whether stock prices are rising or declining while protecting investors against substantial losses.

Frazier's Aggressive Portfolio recommendations are meant for investors that are willing to accept short-term volatility in the value of their investments in an effort to substantially outperform a broadly diversified investment portfolio over longer periods of time (12 months or more).

In every issue of The ETF Strategist, he reviews all of his past investment recommendations and tells subscribers whether they should continue holding his previously recommended ETFs, sell them, or add to them. (Click here to review a full-length sample of our monthly newsletter).

Weekly Updates

As a subscriber to The ETF Strategist, you'll also get Weekly Updates, where Frazier discusses the most recent economic, geopolitical and financial developments, as well as the likely effect of those developments on The ETF Strategist's recommended ETFs. (Click here to review a sample Weekly Update).

Alerts

You'll also get timely buy and sell Alerts, in which Frazier will notify you (via e-mail) of his recommendations to purchase newly recommended ETFs and to sell previously recommended ETFs. (Click here to review a sample Alert).

We're confident that a subscription to The ETF Strategist will help you to protect your capital during difficult economic environments and that Frazier's investment recommendations will help you to generate substantial profits during all other environments. However, if you're ever become dissatisfied with The ETF Strategist, will reimburse you for any unused portion of your subscription.