Sunday Musings: Index Funds Vs. Mutual Funds

Ulli Uncategorized Contact

Every so often a new study surfaces, which promotes the virtues of index investing vs. the use of “old fashioned” mutual funds. Here’s the latest titled “Cast your fortunes with index funds.” Let’s listen in: Investors who continue to send money to actively managed mutual funds in the hope that managers will be able to beat less-costly index funds are …

Active ETFs

Ulli Uncategorized Contact

The WSJ reports that actively managed ETFs are slowly making headway: Big-name fund firms are finally embracing actively managed exchange-traded funds, just not in the sweeping way many once envisioned. The past few weeks have seen a spate of active ETFs unveiled by some of the best-known ETF firms, including BlackRock’s iShares unit, Allianz’s Pacific Investment Management Co. and Vanguard …

No Load Fund/ETF Tracker updated through 12/10/2009

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpHugging the unchanged line was the mantra of the week, as the 1,100 level of the S&P; 500 still provided fierce resistance. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +6.80% keeping the current buy signal intact. The effective date …

Sell Stops And Ultra ETFs

Ulli Uncategorized Contact

In a follow up to yesterday’s post, reader Mark had this to say: When you use ultra funds or ETFs, what % trailing stop loss do you use to reduce the inevitable whipsaws? 12%, 14% or do you just stick with 7% despite the whipsaws?For me, it’s not much of a problem since I don’t use ultra funds at all …

Tough Overhead Resistance

Ulli Uncategorized Contact

It’s been almost a month that the S&P; 500 has hovered around the 1,100 mark, which has become a major point of resistance. Any attempts to clearly pierce through this level have been rebuffed so far. This resistance has coincided with our Domestic Trend Tracking Index (TTI) finally closing its gaps as I alluded to in “How High Can We …

Head Fake

Ulli Uncategorized Contact

Reader Pat had this recent experience: Look forward to your weekly e-mails. Question:Last Friday’s jobs report showed how sensitive the market is to fear that the Fed will raise rates. It is not an “if” issue, but “when.” Knowing that the rise is inexorable, what ETFs can be used to capitalize on the rise in rates? I bought TBT with …