Category Archive

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpDow 10,000 was the highlight of the week, and the major indexes closed higher. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +9.23% keeping the current buy signal intact. The effective date was June 3, 2009. The international index has …

Ever since the FED “expanded its balance sheet,” investors have increasing become worried about the prospect of inflation. They have pored billions of dollars into TIPS and other funds in the hope that their portfolios will not succumb to the ravages of inflation—whenever it becomes a problem. I am not so sure whether all of the alleged inflation hedges will …

A couple of readers already own or are considering purchases in GNMA funds. Here’s what Bob had to say: I am not currently in any stock mutual funds. I missed the move up and I think we are close to a top. Of course, I could be wrong. I also think bond mutual funds could be in for a beating …

I finally made it over the big water hazard and arrived safely in Germany. As usual, jet lag will be my companion for a few days, and the 9-hour time difference is challenging at times when trying to get things done. So bear with me, if my email responses are a day late. Reader Leon had a follow up comment …

Due to my travels to Germany, there will be no post today. I expect to be back on line by Tuesday.

Just about every week, I receive reader requests to comment on their current portfolio holdings. The latest came from Martin, who had this to say: I would be appreciative if you could make any recommendations or comments on my portfolio, as follows: I am a retiree with these vanguard funds: International growth-5%, Primecap core-21%, small cap growth-5%, wellington-3%, mid-growth-2%, small …