No Load Fund/ETF Tracker updated through 4/8/2010

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe major indexes gained again on hopes of a continued recovery. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +4.67% keeping the current buy signal intact. The effective date was June 3, 2009. The international index has now broken above …

ETFs With Religion

Ulli Uncategorized Contact

Let’s listen in to “ETFs Reveal The One True Religion:” In recent years, ETFs have been the ultimate growth industry. In 2009 more than 120 new products hit the market, and the first quarter of 2010 saw nearly 60 new launches. While some of these new products are “plain vanilla” funds competing directly with existing ETFs, the bulk of expansion …

One Reader’s Viewpoint

Ulli Uncategorized Contact

In regards to Sunday’s post titled “Opposing Viewpoint,” reader Tad had the following comments: In regards to your Sunday post, I think PTTDX, or better yet HABDX, would be excellent choices when you issue sell signals for equities, especially for those who will not be aggressive enough to short, when and if that becomes the trend. This gives you the …

A Trend Change In Bonds?

Ulli Uncategorized Contact

In “Bond Fund Investors Beware,” I referenced Pimco’s Bill Gross’ warning that the 30 year fixed income rally may have run its course. I talked about watching the trends for any clues of a reversal rather than relying on opinions or predictions. Let’s use Vanguard’s Total Bond Market ETF (BND) as a guide for the general directions of the bond …

Working With The StatSheet

Ulli Uncategorized Contact

Reader Ian is trying to decide whether to swap one mutual fund for a better performing one. Here’s what he had to say: Thanks for answering my previous questions. One of my two funds has not been in the top 100 domestic mutual funds for the last two weeks (WPVLX). Would it be counterproductive to chase momentum and move my …

Sunday Musings: Opposing Viewpoint

Ulli Uncategorized Contact

One reader continues his offensive posting battle of buy and hold being a better choice as trend tracking. Yes, there have been numerous studies supporting his viewpoint, as there have been many studies making the case for trend tracking. He further quotes an example of 3 mutual funds that have low fees and have doubled over the past 10 years. …