While my main day-to-day focus is on the use of a disciplined investment strategy via trend tracking, it pays to look at the big picture every so often to see where we stand economically and to assess the effects of the financial bailouts. Other bloggers are more qualified to talk on that subject, and I like to reference articles that …
Buyer Beware Of Risk Control
With the mother of all bears having mauled most portfolios in 2008, mutual fund companies are scrambling to come up with solutions to alleviate investor fear that nothing has been done to avoid a repeat performance. American Century believes that their attention to risk control has been paying off: About one-third of American Century’s 79 funds are in the top …
No Load Fund/ETF Tracker updated through 5/14/2009
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpA long overdue pullback handed the bulls the first loss in six weeks. Our Trend Tracking Index (TTI) for domestic funds/ETFs remains below its trend line (red) by -1.10% thereby confirming the current bear market trend. The international index has now broken above its long-term trend line by +1.94%, which triggered …
The Cost Of Survival
Reader Frank had this comment regarding the need to set up stop losses: I have been reading your column and understand the need for the trailing stops; however, the cost to transact at brokerage houses or the redemption time period at mutual fund firms are additional costs that must be considered and could become prohibitive in some cases. Do you …
Hanging in There
Monday’s moderate sell off spilled over into Tuesday, until late buying set in—but only the Dow ended up recouping all intraday losses by closing in positive territory. It was a day that could have ended up really ugly as a menu of negative news ranging from weakness in housing, the selling of financial and technology stocks along with higher oil …
Finding Your Comfort Level
In case you missed, it Reader BD commented on yesterday’s post about “Investment Insurance” as follows: Today was a good example as to what happens when one buys and sells only on the crossing above or below a moving average line. My own understanding is that one should see that moving average line turn up or down before buying or …