No Load Fund/ETF Tracker updated through 6/4/2009

Ulli Uncategorized 7 Comments

My latest No Load Fund/ETF Tracker has been posted at:

http://www.successful-investment.com/newsletter-archive.php

Increased unemployment figures today did not derail the gains made earlier in the week.

Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +0.80%% keeping this week’s buy signal intact.



The international index has now broken above its long-term trend line by +9.47%. A Buy signal was triggered effective May 11, 2009. We are holding our positions subject to a trailing stop loss.

[Click on charts to enlarge]
For more details, and the latest market commentary, as well as the updated No load Fund/ETF StatSheet, please see the above link.
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Comments 7

  1. Ulli,

    As of today, our Trend Tracking Index (TTI—green line in above chart) has broken below its long term trend line (red) by +0.87%.

    This statement confuses me. I thought when the green line was below the red that was a sell or out of mkt (yur 7% notwith standing.) So if one has not gotten into the mkt wud yu recommend them waiting until it crossed above the red again.

  2. For help with a trailing stop loss, there are inexpensive websites:
    tradestops.com
    exitpoint.com
    The cost is small compared to a loss due to not selling when you should have.

    Another method to setting and monitoring a stop loss is at smartstops.net.

    All have good information worth reading. The alerts provided by these sites make monitoring stops simple. Using a website vs a local program is helpful when traveling. It is easy to monitor and update.

    There are advantages to monitoring vs setting a sell stop order with a broker. Both have their place depending on what you are trying to accomplish.

    In this market, I use 1/5 vs 1/3 as a guide on how much to invest at a time and a 5% gain before allocating more to a position. Asset allocation is a bit more challenging.

    Another good site to check out is finviz.com. I have several watch portfolios to monitor ETF's in different areas (sector, index, global, commodities, etc). With this and Ulli's tracker, I can find ideas to help with asset allocation.

    From Ulli's commentary:
    – We made our investments (acted on the signal)
    – We have established our exit points (set trailing stops)
    – We will fine tune based on the market (monitor and adjust)

  3. Ulli: I am looking at the ETF GUR covering the eastern europe market. It is abve the 200 day MA? Can I invest 10% of my portfolio in this, subject to the 8% sell stop rule? Thanks for your guidance.

  4. Ulli,

    The first message above by a dude named Anonymous must not be able to read here is what was said: Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +0.80%% keeping this week’s buy signal intact. Anon said you said it went below the line. Hummmmmmmm!

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