Eustis Investing Strategies

Added new funds to the Energy category analysis.

Sun, 18 Mar 2007 23:23:41 -0400

Added new funds to the Energy category analysis and reduced the category rating.

Added new Claymore funds to the category analysis.

Tue, 6 Mar 2007 23:34:34 -0400

Added new Claymore funds to the Dividend, Emerging Markets, International, and Unclassified categories.

Updated the Healthcare category analysis.

Sun, 25 Feb 2007 21:51:49 -0400

Added the new HealthShares funds to the Healthcare category analysis.

Removed Medium Portfolio

Mon, 19 Feb 2007 12:25:51 -0400

Removed the Medium ETF Portfolio from our Member's Only area.

New Bond funds

Sun, 11 Feb 2007 20:21:29 -0400

Added new funds from iShares to the Bond category

Calculated the Model Portfolio returns through 2006 in the Membership Area

Sun, 7 Jan 2007 17:04:06 -0400

Calculated the Model Portfolio returns through 2006 for the Aggressive, Medium and Conservative ETF portfolios. Login to the Membership Area for detailed performance for the each holding.

Added more funds to our category analysis.

Fri, 22 Dec 2006 23:22:40 -0400

Added new funds from Rydex and WisdomTree to the Small Cap Growth & Value, Technology, and Telecommunications category analysis.

Added a new Unclassified category as well as updating the Total Market and Utility analysis.

Thu, 30 Nov 2006 23:43:35 -0400

EIS added a new Unclassified category as well as updating the Total Market and Utility analysis to the free website.

Added articles from recent newsletters.

Sun, 26 Nov 2006 20:48:40 -0400

EIS added two articles from the September and October newsletters to the free website.

Updated Bonds, Consumer Staples, and Country ETF categories

Mon, 6 Nov 2006 21:28:11 -0400

We updated the Bonds, Consumer Staples, and Country ETF category analysis. We lowered our rating for the Consumer Staples category.

Updated the Model Portfolio returns for year to date through Sept. 30. and changed our Aggressive Portfolio.

Sun, 29 Oct 2006 21:08:27 -0400

We updated our returns for year to date through Sept. 30 for the Conservative, Medium, and Aggressive Model Portfolios. We also sold one holding to purchase a different fund.

Updated Currencies, Discretionary, and Dividends ETF categories

Mon, 23 Oct 2006 07:21:07 -0400

We updated the Currencies, Discretionary, and Dividends ETF category analysis.

Updated Emerging Markets, Energy, and Europe ETF category analysis

Sun, 8 Oct 2006 21:38:40 -0400

We updated the Emerging Markets, Energy, and Europe ETF category analysis and changed our ratings for several categories.

Updated the Financials ETF category analysis and changed our rating for the category.

Thu, 5 Oct 2006 07:08:31 -0400

We updated the Financials ETF category analysis and changed our ratings for the category.

Updated the Industrials and International ETF category analysis. We changed our ratings for both categories.

Fri, 15 Sep 2006 17:57:10 -0400

We updated the Industrials and International ETF category analysis and changed our ratings for both categories. We also added more new funds ProShares and WisdomTree to the International category.

Updated the Internet, Large Cap, and Large Cap Growth & Value ETF category analysis. We also changed our Aggressive fund recommendations.

Thu, 7 Sep 2006 21:03:34 -0400

We updated the Internet, Large Cap, and Large Cap Growth & Value ETF category analysis and also changed our Aggressive fund recommendations. We also added more new funds from First Trust, ProShares, and WisdomTree.

Updated the Materials, MidCap Growth & Value, and Nasdaq ETF categories and added many new funds.

Thu, 31 Aug 2006 21:06:54 -0400

EIS updated the analysis and information for the Materials, MidCap Growth & Value, and Nasdaq ETF category. We added new funds from First Trust, ProShares, and WisdomTree.

Updated the Real Estate ETF category analysis.

Fri, 4 Aug 2006 06:00:11 -0400

EIS updated the analysis and information for the Real Estate ETF category.

Updated the Regional and Small Cap ETF category analysis.

Thu, 3 Aug 2006 06:24:42 -0400

EIS updated the analysis and information for the Regional and Small Cap ETF categories and lowered the Small Cap rating for this sector.

Updated the Small Cap Growth & Value ETF category analysis.

Sun, 23 Jul 2006 20:40:41 -0400

EIS updated the analysis and information for the Small Cap Growth & Value ETF category and lowered the category rating for this sector.

Updated the Technology ETF category analysis and created a new Currencies ETF category.

Fri, 21 Jul 2006 07:06:15 -0400

EIS updated the analysis and information for the Technology ETF category. We also added a new Currencies ETF category for the new CurrencyShares funds launched last month.

Added a new newsletter service and updated the Model Portfolio performance for the first half of this year.

Wed, 12 Jul 2006 00:05:32 -0400

We added a new service. Subscribers will receive a monthly newsletter via email with updates on our model portfolios, category updates, news, and general ETF information. Expect delivery of the newsletter at the beginning of every month for $5 per month or $50 for the year. Payments are processed securely using Paypal.

Updated the Model Performance for the first half this year, and changed the Medium ETF Portfolio holdings.

Updated the Telecommunications and Total Market ETF categories.

Mon, 26 Jun 2006 07:42:10 -0400

EIS updated the analysis and information for the Telecommunications and Total Market ETF categories. We changed the Telecommunications category rating.

Updated the Bonds and Utilities ETF categories.

Mon, 19 Jun 2006 09:43:05 -0400

EIS updated the analysis and information for the Bond and Utilities ETF categories.

Updated the Consumer Staples and Country ETF categories.

Mon, 12 Jun 2006 06:52:26 -0400

EIS updated the analysis and information for the Consumer Staples and Country ETF categories and raised the rating for the Consumer Staples category.

Updated the Discretionary and Dividend ETF categories.

Mon, 5 Jun 2006 05:40:38 -0400

EIS updated the analysis and information for the Discretionary and Dividend ETF categories.

Updated the Emerging Markets and Energy ETF categories.

Tue, 30 May 2006 06:48:03 -0400

EIS updated the analysis and information for the Emerging Markets and Energy ETF categories.

ETF Selection Contest begins

Mon, 22 May 2006 05:55:07 -0400

Enter your ETF picks into our contest to select the highest returning funds.

Updated the European and Financials ETF categories.

Sun, 7 May 2006 16:41:08 -0400

EIS updated the analysis and information for the European and Financials ETF categories.

Updated the Healthcare and Industrials ETF categories.

Tue, 2 May 2006 05:49:57 -0400

EIS updated the analysis and information for the Healthcare and Industrials ETF categories.

Updated the International and Internet ETF categories.

Tue, 25 Apr 2006 06:21:30 -0400

EIS updated the analysis and information for the International and Internet ETF categories. We changed the rating for the Internet based upon our revised outlook.

Added the mutual fund to ETF conversion examples used by the WSJ. Updated the Large Cap and Large Cap Growth & Value categories.

Tue, 18 Apr 2006 06:48:22 -0400

Added the mutual fund to ETF conversion examples provided to the Wall Street Journal article titled "Investors Switch to Popular ETFs to Save Money" which quoted EIS President, Alex Eustis.

EIS updated the analysis and information for the Large Cap and Large Cap Growth & Value ETF categories.

Added first quarter returns to our model portfolios in the Member's Area.

Mon, 10 Apr 2006 06:43:36 -0400

EIS added total returns to our model portfolios for the first quarter. Log on to the Member's Area and select the model portfolios.

Updated the Materials and Mid Cap. Growth and Value ETF categories.

Wed, 5 Apr 2006 06:23:49 -0400

EIS updated the analysis and information for the Materials and Mid Cap Growth and Value ETF categories. We changed the rating for the Mid Cap Growth and Value based upon our revised outlook.

Updated the Nasdaq and Real Estate ETF categories.

Mon, 27 Mar 2006 06:03:00 -0400

EIS updated the analysis and information for the Nasdaq and Real Estate ETF categories. Both category ratings were changed.

Updated the Regional and Small Cap ETF categories.

Tue, 21 Mar 2006 06:43:17 -0400

EIS updated the analysis and information for the Regional and Small Cap ETF categories.

Updated the Small Cap Growth and Value and Technology ETF categories.

Wed, 8 Mar 2006 06:23:32 -0400

EIS updated the analysis and information for the Small Cap Growth and Value and Technology ETF categories.

Updated the Telecommunications and Total Market ETF categories.

Wed, 1 Mar 2006 18:17:31 -0400

EIS updated the analysis and information for the Telecommunications and Total Market ETF categories.

Updated the Bonds and Utilities ETF categories.

Wed, 22 Feb 2006 07:54:15 -0400

EIS updated the analysis and information for the Bonds and Utilities ETF categories. As a result, we changed our holdings for the Conservative Model Portfolio.

Updated the Consumer Staples and Countries ETF categories.

Tue, 14 Feb 2006 20:12:20 -0400

EIS updated the analysis and information for the Consumer Staples and Countries ETF categories. The Consumer Staples category rating was changed.

Updated the Energy and European ETF categories.

Tue, 31 Jan 2006 06:16:06 -0400

EIS updated the analysis and information for the Energy and European ETF categories. The Energy category rating was changed.

Created a new Dividend category and updated the Financials ETF category.

Mon, 23 Jan 2006 06:34:19 -0400

EIS created a new Dividend category with funds that invest in U.S. companies that pay a high yielding dividend. We also updated the analysis and information for the Financial ETF category.

Updated the Healthcare and Industrials ETF categories.

Mon, 16 Jan 2006 21:56:07 -0400

EIS updated the analysis and information for the Healthcare and Industrials ETF categories.

Revised the Aggressive Portfolio and updated the Internet and International ETF categories.

Tue, 10 Jan 2006 08:29:23 -0400

EIS revised the Aggressive Portfolio to add a new holding and rebalance the target allocations. EIS updated the analysis and information for the Internet and International ETF categories.

Revised the model portfolio's performance through 2005. The Aggressive Portfolio earns an impressive 26.2% for the year. Updated the Large Cap and Large Cap Growth and Value ETF categories.

Tue, 3 Jan 2006 08:30:02 -0400

EIS revised the model portfolio's performance through 2005. The Aggressive Portfolio earns an impressive 26.2% for the year, and the Conservative and Medium Portfolios also beat the overall U.S. market averages. EIS updated the analysis and information for the Large Cap and Large Cap Growth and Value ETF categories.

Updated the Materials and Mid Cap Growth and Value ETF categories.

Tue, 29 Nov 2005 06:38:24 -0400

EIS updated the analysis and information for the Materials and Mid Cap Growth and Value ETF categories.

Updated the Nasdaq and Real Estate ETF categories.

Tue, 29 Nov 2005 06:38:24 -0400

EIS updated the analysis and information for the Nasdaq and Real Estate ETF categories.

Updated the Small Cap Growth & Value and Technology ETF categories.

Tue, 29 Nov 2005 06:38:24 -0400

EIS updated the analysis and information for the Small Cap Growth & Value and Technology ETF categories.

Updated the Telecommunications and Total Market ETF categories.

EIS updated the analysis and information for the Telecommunications and Total Market ETF categories.

Updated the Bond and Utilities ETF categories.