ETF Investing In October: Bulls vs. Bears

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Jeff Hirsch of Stock Trader’s Almanac had a commentary in MarketWatch titled “Bear killer meets Presidential bull.” It highlights the historical ups and downs that October is known for. While many rallies have started during this month, some of the greatest crashes such as in 1929, 1987, back-to-back massacres in 1978 and 1979 and on Friday the 13th back in …

No Load Fund/ETF Tracker updated through 10/04/2007

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My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpPositive employment figures provided the fuel to close out this week on a positive note. Our Trend Tracking Index (TTI) for domestic funds/ETFs has moved to +6.39% above its long-term trend line (red) as the chart below shows: The international index moved sharply higher to +5.32% above its own trend line, …

ETF Investing: Resisting Sell Offs

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Whenever markets pull back, as they did yesterday, I look at my data base to see which no load funds/ETFs go against the grain by staying even or actually going up. In the name of diversification, I always like to own positions that are following an uptrend strongly, yet have the ability to resist sell offs. Sure, it’s what every …

ETF Master List – Mid-Week Update As Of 10/2/2007

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With Monday’s great up move to start the final quarter of 2007, I have updated the ETF Master list with yesterday’s closing prices to give you more recent data to work with. You can download the file at:http://www.successful-investment.com/SSTables/ETFMaster100207.pdfDespite the modest pullback yesterday, the uptrend remains intact with our domestic Trend Tracking Index (TTI) now having advanced to +6.46% above its …

The Mutual Fund Rating Game: Morningstar’s Stewardship

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Morningstar re-launched its Stewardship Grades for Mutual Funds a few days ago designed to reward the industry’s best stewardship practices. So far, it has shown Clipper funds (CFIMX) to be a standard bearer for corporate governance. OK, I am all for improvements in this area, but I don’t select a fund just based on these new criteria. Take a look …

Quantitative Investment Strategies: How To Lose 30% In A Week

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Motley Fool featured an article titled “Beat the Eggheads at Goldman Sachs,” which shed some light on how the quantitative approach to investing works. It’s entertaining reading especially once you realize that top pros in the business were getting slaughtered in August. Yes, August was a difficult month with the markets pulling back, but the main reason things went so …