Every so often you find a reporter’s story analyzing a fund manager’s portfolio or coming up with his own (in theory, of course) group of mutual fund/ETF holdings allegedly suited for all seasons. You can recognize this by psychologically appealing names such as “The Lazy Man’s Way,” “Gone Fishing,” or other esoteric ones indicating that this certain portfolio combination is …
How to get Investment Tax Advice — FREE!
I am sure that during your investing endeavors, you will come across a situation where some qualified input from a tax professional might be of tremendous help. Or, maybe you just like a second opinion?One of my newsletter readers, a former corporate CPA, has offered to answer any questions you may have in that area. His blog contains a wealth …
The most commonly asked Mutual Fund/ETF Investment Questions
Over the years, I have received hundreds of investment related questions from my newsletter readers. These questions, and my answers, represent a wealth of knowledge, which has been archived and is readily available to you. The archive dates back to May 2003 and contains over 200 Reader Q & A’s. You can view it at:http://www.successful-investment.com/q&a.php;Whether you are new to investing, …
No Load Fund/ETF Tracker updated through 1/5/2007
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter.php?recordID=137Despite this week’s sell off, our Trend Tracking Index (TTI) for domestic funds remains in a Buy mode as the chart below shows: As of today, the TTI has come off its high, but still hovers +4.66% above its long term trend line. For more details, please see the above link.
Mutual Fund/ETF Investing: How to Track your Stop Loss Points
If you follow a methodical way to investing in no load mutual funds/ETFs, as I do, you most certainly will have learned the use of trailing sell stops to either lock in profits or limit any potential losses. Putting money into the market without them is gambling and not investing. Despite the fact that you can’t place a stop loss …
Mutual Fund Companies: Talking out of Both Sides of their Mouths
When you have been dealing with No Load Mutual funds as long as I have, there is bound to be a run-in with a fund manager regarding investment philosophy. This happened a couple of times over the past 2 years with the end result that my advisory firm was banned from placing trades with that particular fund family — forever, …