200 Exchange Traded Funds

200 Exchange Traded Funds

Finance & Business | Registration opens 4/15/25 9:00 AM EDT

701 Briarcliff Avenue Oak Ridge, TN 37830 United States
On-line Format
Wednesday, June 4, 2025-Wednesday, July 9, 2025
4:00 PM-5:10 PM EDT on Wed
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200 Exchange Traded Funds

Finance & Business | Registration opens 4/15/25 9:00 AM EDT

This class will center on Exchange Traded Funds commonly abbreviated as ETFs.

 

The class will illustrate the differences between ETFs and individual stocks.  ETFs will be explained as to what they are and illustrate short-term and long-term usage and advantages/disadvantages of ETFs. The class will use various tools, information, and examples to help understand ETFs.

 

Goals of the class are to:

Illustrate how to identify high quality ETFs.

How to analyze ETF investments to find good values.

How to develop and manage a long-term portfolio of ETFs.

This will be a “hands-on” class with background and theory.  We will learn some of the

characteristics of the underlying stocks in each of these sectors.  

 

The class will emphasize:

Long-term investing – not short-term trading

This is a class on investing in ETFs – not stocks, options, mutual funds, bonds,

commodities, or real estate.

Phillip Barnette

Philip Barnette has been an active investor for over 20 years.  He has worked in public accounting as a CPA, financial controller, treasurer, and chief financial officer for diversified businesses.  He has a BS in mathematics.  He has participated and led various investor groups for over 10 years.

Steven Earhart

Steven Earhart is a private investor who manages his own portfolio. He belongs to an investing group and has shared his successful strategies with them and now wants to share them with ORICL members. Steven is not a financial advisor or employed with a brokerage or investing company but has learned strategies that have been successful in his own investing. He has a BS in Business Administration and a BS in engineering technology from ETSU and a MA in business administration from Elon College.