Learning From Past Mistakes

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I have had some interesting email exchanges with reader Tad, who was kind enough to share some of his experiences: Yeah, I understand, “analysis paralysis” we used to say. I am a math nut, what can I say…. sorry…. I have managed my own money since 1984 and had done extremely well, until last year. Can’t do anything about the …

Trend Tracking And Dollar Cost Averaging (DCA)

Ulli Uncategorized 4 Comments

One reader had these thoughts to see if he could combine DCA with trend tracking: What are your thoughts on dollar cost averaging (DCA)? The traditional concept, such as contributing to an IRA monthly or quarterly, or regularly to a 401K at work, is a good way to save/invest. To get the most benefit of DCA, the most volatile fund …

Sunday Musings: Difficult People

Ulli Uncategorized 7 Comments

I am currently reading “Dear Mr. Buffett: What An Investor Learns 1,269 miles From Wall Street.” The author is Janet Tavakoli, a well known structured finance and derivatives consultant. She writes about her “meeting with Warren Buffett on the eve of the greatest market meltdown in history” and how meeting him changed the way she looks at global financial markets. …

An Overvalued Market

Ulli Uncategorized 4 Comments

As Trend Followers, our main focus is always on the direction of the major trend (along with our sell stop points) and not on the fundamentals, although from time to time I have voiced my opinion about the current economic recovery, or the lack thereof. In a recent interview on CNBC, Meredith Whitney, who does not mince words, commented on …

No Load Fund/ETF Tracker updated through 11/19/2009

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpA tug of war between bulls and bears left the major indexes with not much to show for this week. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +8.16% keeping the current buy signal intact. The effective date was June …

Clarifying Basic Trading Issues

Ulli Uncategorized 7 Comments

Most investors are settled into an investment routine using ETFs.However, if you have a portion of your portfolio in both, mutual funds and ETFs, and plan on making some adjustments, you need to be aware of the different settlement dates for your trades. Reader Denny was asking for clarification on this issue: Regarding brokerages / buying and selling holding periods …