Breaking Away

Ulli Uncategorized Contact

In “Glass Ceiling Still Intact” I talked about the closing of the exhaustion gaps on the domestic TTI (Trend Tracking Index), and that the 1,100 level on the S&P; 500 was the resistance level at the time. While the market seems to have broken out above the 1,100 level, it had not done so in convincing fashion. Recently, strong buying …

No Load Fund/ETF Tracker updated through 3/11/2010

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpSlow and steady was the mantra of the week, and the S&P; 500 gained another 1%. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +5.01% keeping the current buy signal intact. The effective date was June 3, 2009. The international …

ETFs vs. Index Funds

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There are differences between ETFs and Index funds you should be aware of as explained in “ETFs vs. Mutual Funds: Which Is Right For You?” Here are some highlights: Much has been made of the differences and similarities between index mutual funds and exchange traded funds (ETFs), but less has been written on which makes the most sense for investors, …

ETFs And 401(k)s

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In a welcome development, “ETFs Slowly Displace Mutual Funds in 401(k)s:” BlackRock(BLK), the largest seller of exchange traded funds, is helping to push more Americans toward ETFs instead of mutual funds in their 401(k) plans. Americans held $3.9 trillion in employer-based defined-contribution retirement plans, of which $2.7 trillion was held in 401(k) plans as of Sept. 30, according to the …

Protection Against Rising Interest Rates

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Lately, dealing with the specter of potentially rising interest rates has been a frequent question. In “Three ETFs For Rising Interest Rates,” several possibilities are discussed: We’ve been enjoying historically low interest rates for the last decade … even more so in the last two years. You know the party is going to end at some point. And I’m beginning …

All Emerging Market ETFs Are Not The Same

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Two of the most well known emerging market ETFs are EEM and VWO. If you chart them side by side, they appear almost identical, but are they? Actually, there are tracking differences more closely described in “Vanguard Sector Funds Get Facelift:” At the close of February, Vanguard altered the benchmarks on its family of index-backed sector exchange-traded funds and mutual …