Welcome to ETFication
Money Education that Won't Cost You a Dime
We think that YOU, the mover/shaker, the do-er, the knower, the saver, the thinker, the investor, are the best shepherd of your own finances and investments.
Modernizing Portfolio Theory
Technology & financial innovation has increased exponentially over the last generation, and can have a meaningful impact in your investing.
1990s- Advent of the internet. ETFs launch (offering index replication and diversification). Personal investors can start to harness pillars of Modern Portfolio Theory which has driven Portfolio Management since the 1950s.
2001- WikiPedia & free dissemination of information
2007- iPhone & apps change user consumption patterns
2008- Market Crash / Perceptions of "Investing" & Wall st. rocked / Betterment & Robo industry
2013- Robinhood ushers in 0 fee trading
It's our goal to clearly present the most useful info, to empower you. It's about time we modernize portfolio theory.
Based on YOUR assets and investing preferences,
our Portfolio Shepherd will suggest an ETF-based portfolio based on MPT. We empower you to easily track multiple sample portfolios & rebalance rules, acting as a 'calculator' utilizing the same math as Robo-Advisors.
We Don't Take Your Money
Use the information that we will give you to invest your money wherever & however you find fit.
Become a Finance Expert
You don't need an advanced degrees, to take financial accounting courses, or to have years of experience to invest.
You are guaranteed worse off by the amount of any fees
The most important lessons, are the simplest
- Start Now (yesterday) | Compounding | Diversification | Control your emotions | Minimize Fees | Know your risks | Pre-Investing Checklist
- No one can predict the future (or guarantee returns)
- Even experts never reach the end of their learning
Whether you're a beginner or have been managing your finances a while, we'll further your knowledge with robust and digestible content.