No Load Fund/ETF Tracker updated through 9/17/2009

Ulli Uncategorized 2 Comments

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpAnother up week pushed all major indexes higher with the Dow now only needing 200 points to reach the 10,000 level. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +8.41% keeping the current buy signal intact. The effective date was …

Whipsawed? Now What?

Ulli Uncategorized 12 Comments

In the last couple of posts, I talked about the implementation of the trailing sell stop strategy and how to handle distributions. A sell stop is a vital part of protecting the bulk of your portfolio in case of sudden trend changes. Of course, the other side of the coin is that you may get stopped out, the trend reverses …

Distributions And Sell Stops

Ulli Uncategorized Contact

Reader Tad made an important comment in regards to yesterday’s post. Here’s what he said: I think you should make your readers aware of what happens to the NAV price when dividends and/or capital gains are paid out of a fund, as this might trigger an unwarranted trailing stop loss sale. That is correct. When mutual funds/ETFs declare distributions, you …

Revisiting Sell Stops Again

Ulli Uncategorized 7 Comments

Implementing the trailing sell stop strategy is imperative to your portfolio surviving treacherous times as this century has shown. Even though it has been discussed before, new readers may bring up old questions, but they are nevertheless important to be reviewed again. Here’s the latest one: Sorry for a potentially dumb question, but do you know if trailing stops are …

Reader Help Requested

Ulli Uncategorized Contact

Reader Ken pointed to an article titled “Tax Traps for IRA investors in Short ETFs.” While it was written the beginning of this year, when the markets tanked, the issue, however, is still important. Here are some highlights: With the market down about 9% year-to-date, everyone is looking at making money shorting the market. It’s not easy: the downside potential …