If you are following my trend tracking approach to investing in no load funds and ETfs, you know that I’m a strong advocate of using sell stops. Obviously, you can’t place sell stops for mutual funds. You need to track them yourself and place the order after your point has been triggered. What about ETFs? Should you place your sell …
The “Las Vegas” Effect of ETFs
ETFs have been one of the great additions to the investment arena over the past few years. In my advisor practice, I use them along with no load mutual funds to construct our trend tracking portfolios. However, new ETFs are being introduced at an alarming rate. This year, almost 100 new ones have been brought to the market. It’s getting …
No Load Fund/ETF Investing: Conquering 5 IRA Myths
While IRAs are important financial instruments to save and invest on a tax-deferred basis in order to grow your retirement dollars, there are many intricacies that you may not be aware of. While most of them may not be crucial to you at this time, there are 5 myths that might help you as you travel the road to retirement. …
Good Economic News: Can They Be Bad For Your Portfolio?
After the economy has been given the death sentence on several occasions, out come Friday’s jobs numbers. While they are only one set of figures in the big puzzle, they were strong nevertheless. The Labor Department said that some 180,000 jobs were added in March (168,000 were expected) and the jobless rate fell from 4.5% to 4.4%. The bad news …
No Load Fund/ETF Tracker updated through 4/6/2007
My latest No Load Fund/ETF Tracker has been posted at: http://www.successful-investment.com/newsletter-archive.phpUpward momentum pushed all major market indexes higher. Our Trend Tracking Index (TTI) for domestic funds moved higher as well and now sits +4.58% above its long-term trend line (red) as the chart below shows: The international index rallied as well and has now moved to +9.10% above its own …
How Many No Load Funds/ETFs Should You Have In Your Portfolio?
Recently, I was asked by a reader of my newsletter about my opinion on a variety of no load funds and ETFs he was considering for his portfolio. It turned out that, as a beginning investor, he had a fairly small IRA (around $20k). He had planned on investing this money in some 10-12 no load funds and ETFs. Whoa! …