No Load Fund/ETF Tracker updated through 11/25/2009

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpToday’s sell off caused by the Dubai debt debacle left the major indexes unchanged for the week. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +8.35% keeping the current buy signal intact. The effective date was June 3, 2009. The …

Happy Thanksgiving

Ulli Uncategorized Contact

Hat tip to Mish at Global Economics for pointing to “Geography Of A Recession.” It’s an interactive chart, which displays the changes in unemployment rates by month and county from January 2007 to September 2009. Fascinating and depressing at the same time… Thanksgiving in our family will be on the quiet side this year, which I don’t mind at all. …

Will The Real Trend Line Please Stand Up?

Ulli Uncategorized Contact

Our buy and sell signals are based on our Trend Tracking Indexes (TTIs) crossing their respective trend lines (39-week Simple Moving Average). Reader VR posed an interesting thought about it: Thanks for your response to my question about trend tracking on Saturday (11/16). I understand no strategy works all the time and so you have adapted to more volatile reality …

Learning From Past Mistakes

Ulli Uncategorized Contact

I have had some interesting email exchanges with reader Tad, who was kind enough to share some of his experiences: Yeah, I understand, “analysis paralysis” we used to say. I am a math nut, what can I say…. sorry…. I have managed my own money since 1984 and had done extremely well, until last year. Can’t do anything about the …

Trend Tracking And Dollar Cost Averaging (DCA)

Ulli Uncategorized Contact

One reader had these thoughts to see if he could combine DCA with trend tracking: What are your thoughts on dollar cost averaging (DCA)? The traditional concept, such as contributing to an IRA monthly or quarterly, or regularly to a 401K at work, is a good way to save/invest. To get the most benefit of DCA, the most volatile fund …

Sunday Musings: Difficult People

Ulli Uncategorized Contact

I am currently reading “Dear Mr. Buffett: What An Investor Learns 1,269 miles From Wall Street.” The author is Janet Tavakoli, a well known structured finance and derivatives consultant. She writes about her “meeting with Warren Buffett on the eve of the greatest market meltdown in history” and how meeting him changed the way she looks at global financial markets. …