The Real Estate Confusion

Ulli Uncategorized 4 Comments

Lately, a frequently asked question in my advisor practice has been related to real estate. Last week, the government reported that new homes sales fell 17% last year — the worst decline in 16 years. However, sector real estate funds/ETfs gained on the day. In fact, the leader of the sector listings in my newsletter, based on a 4wk sorting, …

No Load Fund/ETF Tracker updated through 1/25/2007

Ulli Uncategorized Leave a Comment

The latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe tug-of-war between bulls and bears continued this week. Our Trend Tracking Index (TTI) for domestic funds remains +4.06% above its long-term trend line (red) as the chart below shows: The international index still remains stronger and currently sits +8.30% above its own trend line, as you can see below: For …

The Ignorance Game: Index Funds vs. Mutual Funds

Ulli Uncategorized 3 Comments

The year 2006 has barely come to an end and the battle goes on. Which one has been the better investment? Index funds or actively managed mutual funds? Standard and Poor’s reported that the S + P 500 index outperformed 69% of actively managed large-cap mutual funds in 2006. Additionally, the S + P SmallCap 600 outperformed almost 64% of …

No Load Fund/ETF Tracker updated through 1/19/2007

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My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpDespite sloppy sideways action in the market the upward bias remains. Our Trend Tracking Index (TTI) for domestic funds remains +4.91% above its long-term trend line (red) as the chart below shows: The international index still remains stronger and currently sits +9.24% above its own trend line, as you can see …

When (NOT) to Buy ETFs

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With new ETFs being offered to the public as quickly as sponsors can get regulatory approval, it’s no surprise to see investors jumping at any new offering that comes their way. Is that really a good idea? I don’t think so. While there is a need to have as many ETF choices as possible, it doesn’t mean you should buy …

How to use Trend Tracking for your 401k

Ulli Uncategorized 1 Comment

Recently, I received some e-mails from several investors who have run into problems with their 401k plan providers with early redemption charges and frequent trading accusations when following my Trend Tracking methodology. I have several clients, whose 401k/annuity accounts I personally manage, that are housed at Fidelity and Vanguard, two companies known for their restrictive policies. I have not run …