Fund Fees And Performance

Ulli Uncategorized Contact

Let’s listen in to some highlights of “ETF Study: The Long-Term Costs of High Fees:” A key advantage to exchange traded funds (ETFs) is their ultra-low expense ratios (on average) compared to the expense ratios of mutual funds. Although the expense ratio is only one factor to consider, studies show that over long periods of time, it can save or …

Riding The Smartphone Wave

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Smartphone sales have been on a tear ever since Apple introduced the iPhone. With many competitors now offering similar products, demand seems to be rising as Tom at ETF Trends points out in “Accessing Smartphone Popularity With ETFs.” Let’s take a look at MTK, an ETF that not only covers the major players but also some of the cellular service …

How Much Diversification Do You Need?

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In regards to the topic of diversification, reader Wayne had this to say: I have $40,000 invested in 10 different funds. I read in one of your articles that I only need to be in 2 funds with that amount invested. Should I just pick 2 index funds from your recommended list? How do I diversify into stocks, bonds, international …

Sunday Musings: Running Out Of Steam?

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Emerging Markets have been the darling of many investors during this past year. The 1-year chart comparing VWO, ILF vs. the S&P; 500 clearly demonstrates the difference in performance: During the early phase of an economic recovery, these funds tend to lead the pack and offer great opportunities, but for how long? If you chart the same funds, but use …

High Volume ETFs

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One of the many components to consider when selecting an ETF to invest in is the average trading volume. It can easily be located at any financial site that shows pricing and charting information. As previously discussed, high volume can be critical by making it easier to enter and exit a certain market without too much slippage, especially on days …

No Load Fund/ETF Tracker updated through 4/15/2010

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My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpDespite Friday’s sharp sell-off, the major indexes ended up about unchanged for the week. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +4.85% keeping the current buy signal intact. The effective date was June 3, 2009. The international index has …