One Stop Fits All?

Ulli Uncategorized Contact

Stop loss questions are continuing to be the hot topic. One reader posted the following comment: Have you considered stop loss based on volatility? It is very complex and tricky but better than straight 7 or 8% one fits all.To be clear, I already differentiate to some degree. My 7% rule applies only to all “widely diversified domestic and international …

A Reader’s Sell Stop Observations

Ulli Uncategorized Contact

Reader Vik has this viewpoint regarding the use of sell stops: Thanks for all your work. I have expressed my views earlier but I will just repeat them. Trend tracking is excellent method of investing particularly when investing is not your primary job function. Having said that, I feel that you don’t follow your own method. It would work much …

Is It Too Late To Invest Now?

Ulli Uncategorized Contact

One of the more frequently asked questions is whether it’s too late to enter the market now if you have new money to deploy. Reader Tiff is facing that decision and had this to say: I am in cash position at the moment with about 200k available to invest. Should I jump into the market now or should I wait …

Buy-In Vulnerability

Ulli Uncategorized Contact

Reader Bob has been following the trend tracking principles for a number of years. Here’s what he had to say: I have followed your Trend Tracking method for several years. It seems that trends are getting compacted into shorter time periods. Thus I end up with “Buy-In Vulnerability.” By that I mean: If I buy Fund A at $10.00 per …

Sunday Musings: Clipping your Dividends

Ulli Uncategorized Contact

Hat tip goes to reader Delo for pointing to Forbes’ article “They’re Clipping Your Dividends.” Let’s look at some highlights: If you are a prosperous saver, the federal tax rate on your dividends is about to triple. What are you going to do about it? You didn’t know about this tripling? Pay attention. There has been a great transformation in …