I found a very interesting article that was written almost exactly one year ago. The main focus is on a chart, see below, which shows the range of emotions investors go through when holding a fully invested portfolio through a bear market. It covers the entire spectrum of extremes from the “Point of Maximum Financial Risk” all the way to …
From The Archives: The Pros And Cons Of ETFs?
Judging by a number of e-mails I received last week, some readers are still confused about how ETFs work and what their pros and cons are. While many articles have been written on the subject, including one I wrote a few years ago, here’s one I found that may help increase your knowledge. Among other things, it also talks about …
ETF/No Load Fund Investing: All REITs Are Not Created Equal
A question came up in my advisor practice as to whether REITs are still a good investment given the current market climate. If you look at the sector section of my latest StatSheet, you’ll notice that all domestic Specialty Real Estate ETFs are listed at the bottom based on their 4-wk performance figures as shown below (double click to enlarge): …
In Case You Missed It: Warren Buffet’s View On ETFs
ETFs are not for everybody. I remember an experience from last year when I set up a retired client’s portfolio with several ETF positions along with no load mutual funds. Even though his holdings were in accordance with our long-term investment approach via trend tacking, the client couldn’t help but watch the minute-by-minute ETF price changes on his favorite financial …
No Load Fund/ETF Tracker updated through 5/18/2007
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpAnother notch in the bedpost for the bulls. Our Trend Tracking Index (TTI) for domestic funds/ETFs now sits +5.57% above its long-term trend line (red) as the chart below shows:The international index has now moved to +10.03% above its own trend line, as you can see below: For more details, and …
From the ETF/No Load Fund Files: Active vs. Passive Investing
I came across another article (thanks to reader Nitin) in the NYT called “In Investing, Passive Beats Active.”It’s the same old story, which makes the case for lower cost index funds beating actively managed mutual funds—most of the time. Sure, all things being equal, if I were a Buy-and-Hold investor, it would make sense to use a less expensive ETF …