Closed End Funds: Are 9% Yields Worth It?

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Recently, I read a story in TheStreet.com called “Hot Yields Drive Rebirth of Closed-End Funds.” It did a good job describing the reasons for the renewed interest in CEFs. As baby boomers are aging and moving into retirement, the goal seems to be to generate as much income as possible. While 5% bond yields are common and boring to some, …

No Load Fund/ETF Tracker updated through 6/28/2007

Ulli Uncategorized 2 Comments

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpDespite higher oil prices, a pre-Fed announcement rally pushed the major indexes slightly higher Our Trend Tracking Index (TTI) for domestic funds/ETFs is now positioned +3.30% above its long-term trend line (red) as the chart below shows: The international index has now moved to +6.69% above its own trend line, as …

ETF Investing: Individual Country ETFs vs. BRIC

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Selecting individual country funds for your portfolio can be a challenge due to the above average volatility. Additionally, you’ll never know when one country’s bull market run suddenly peters out while another one continues to scale to new highs. A better and more conservative way is to use an ETF which covers an entire region such as emerging markets (EEM). …

Investment Management: Whose Money Is It Anyway?

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A couple of days ago, I posted about a reader’s question regarding SMAs (Separately Managed Accounts). You may recall that the reader also said that “Last time I had a SMA with that broker they made it so difficult to close it. I am now afraid of opening another one with them.”Huh? Unfortunately, this is nothing I haven’t heard before …