Thoughts On Utility Funds

Ulli Uncategorized Contact

Many investors prefer utility funds/ETFs when it comes to the generation of income but, as the past years have shown, they are anything but the perceived place of safety where money can be parked without worry. The WSJ featured an article on the subject titled “A Classic Dividend Play.” Let’s listen in: Utility stocks didn’t fully participate in last year’s …

You Don’t Need A New High

Ulli Uncategorized Contact

Reader Bill was looking for clarification with setting his sell stops as we moved into the New Year. Here’s what he said: I have all the formulas (for my sell stops) on my spreadsheet so the NOW part updates itself everyday giving me a new GET OUT @ number. My question and I think I already know the answer is: …

Which ETFs Will Lead—On The Way Down?

Ulli Uncategorized Contact

One reader is concerned about the effects of a correction on his portfolio. This was his recent comment: If the markets, both domestic and international should have a considerable correction, any thoughts on what asset class might have the largest drawdown? Generally, I think it’s those up the most. At this time it would seem to be emerging markets, Nasdaq …

Sunday Musings: Conspiracies

Ulli Uncategorized Contact

I am not a believer in conspiracy theories, but occasionally I have voiced my opinion during the past 9 months questioning the fundamentals driving this market rebound. While fundamentals do not influence my decision making process in regards to trend tracking, I do try to evaluate the economic landscape. Predominantly questionable economic news reports have made me wonder where all …

Never Forget To Look At The Big Picture

Ulli Uncategorized Contact

In case you missed it, Reader Paul posted a comment last week that he was a little discouraged with his investment results. He had this to say: Your post “Absolute Returns” really helped me emotionally. Yesterday, I was a little disappointed when I compared my 2009 returns to my benchmark returns. After reading your post today, I decided to combine …

No Load Fund/ETF Tracker updated through 1/7/2010

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpAfter a strong start, which set tone for the week, the major indexes maintained their upward momentum and closed higher. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +6.45% keeping the current buy signal intact. The effective date was June …