Welcome to ETFication
Money Education that won't cost you money 

We aim to educate, inform, and empower you to harness advances in financial instruments and technology, to help you become the best shepherd for your own portfolio - no matter what type of 'investor' you are!

P. Shepherd

Modernizing Portfolio Theory

Technology & financial innovation have increased  exponentially over the last generation and can have a meaningful impact in your investing... a brief history...

1990s- Hello to the internet! (Hi Interweb) & ETFs launch (offering index replication and diversification).  Personal investors can now harness pillars of ModernPortfolioTheory 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 help empower you.  Let's modernize portfolio theory!

Technological Innovation

Based on YOUR assets and investing preferences,
our Portfolio Shepherd tool will suggest an ETF-based portfolio based on MPT.  It'll allow you to easily track multiple sample portfolios & rebalance rules, acting as an 'investing c
alculator' utilizing the same math as Robo-Advisors.

We Don't Take Your Money

We don't take & manage your money (or any info you don't want to give) - so we don't charge based on how much money you have. 

 

The math our Portfolio Shepherd tool uses is transparent, and based on the same principles of MPT that professionals and Robo-Advisors use.  Just FYI, because knowledge is power.

Articles and content on this site are 100% free!  There is soo much stuff out there you can crosscheck ours against, it's a commodity.  We just think ours is better.

Become a Finance Expert

You don't need an advanced degree, to have taken financial accounting courses, or to have years of experience to invest.  Remember:
 

  • The most important lessons are the simplest

  • You are worse off by the amount of any fees, a little action here can make you tens of thousands richer

  • Even experts never finish learning - and none of them can guarantee performance
Have a look around

Thanks for checking out our site, let us know what you found useful (or not-so-much), or would want to see more of / learn about! 

We're a group of information/enthusiast, finance professionals, CFA Charterholders, and personal investors ourselves.

The learning paths start at unique areas across a fundamental spectrum, from Hard Core Quant (but delivered in an easy to consume way), to topics like Economics and Behaviorism, making stops like Asset Classes, Risk, Portfolio Theory &more along the way! 

The Blogs section is an easy way to search everything. And Portfolio Shepherd is the tool we have (learn more about that in the Quant section of blogs and learning paths).

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© 2020 by ETFication