Actively managed ETFs seem to make the headlines now on a daily basis with more major players attempting to jump in the game. MarketWatch had this to say in “Pimco’s Active ETFs:” Pimco has actively-managed mutual funds that seek to outperform a given index or benchmark by either having higher returns or by obtaining similar returns at lower risk. Now, …
The Dominator: Sell Stop Or Trend Line?
In regards to last Tuesday’s post “You Don’t Need A New High,” reader Fred was looking for more clarification: Since you were on the subject of sell stops today, I have two questions related to it. Do you recommend a single one size fits all sell stop percentage for all sectors, or do you use different percentages for different sectors? …
Sunday Musings: A Sovereign Debt Crisis
Forbes featured an interesting story by Nouriel Roubini titled “The Coming Sovereign Debt Crisis.” Here are some highlights: In 2009, downgrades and debt auction failures in countries like the UK, Greece, Ireland and Spain were a stark reminder that unless advanced economies begin to put their fiscal houses in order, investors and rating agencies will likely turn from friends to …
More On Actively Managed ETFs
I am reading “Actively managed ETFs pique interest of big fund companies:” The actively managed exchange-traded-fund market is expected to explode as top mutual fund companies, including Putnam Investments, John Hancock Funds LLC, T. Rowe Price Group Inc. and Pacific Investment Management Co. LLC, consider entering the business or expand their lineups. The number of actively managed ETFs is likely …
No Load Fund/ETF Tracker updated through 1/14/2010
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpDisappointment over JP Morgan’s earnings pulled the major indexes into negative territory for the week. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +6.11% keeping the current buy signal intact. The effective date was June 3, 2009. The international index …
Don’t Get Stuck In A Range
Recently, I had an email exchange with a reader, who misunderstood the exact recommended sell stop figures and used 7.5% for broadly diversified equity mutual funds/ETFs and a range of 10-12% for sector and country ETFs. There is nothing wrong with using a sell stop percentage that you are comfortable with, such as 7.5%. I know of advisory firms that …