Category Archive

Reader Tad made an important comment in regards to yesterday’s post. Here’s what he said: I think you should make your readers aware of what happens to the NAV price when dividends and/or capital gains are paid out of a fund, as this might trigger an unwarranted trailing stop loss sale. That is correct. When mutual funds/ETFs declare distributions, you …

Implementing the trailing sell stop strategy is imperative to your portfolio surviving treacherous times as this century has shown. Even though it has been discussed before, new readers may bring up old questions, but they are nevertheless important to be reviewed again. Here’s the latest one: Sorry for a potentially dumb question, but do you know if trailing stops are …

Reader Ken pointed to an article titled “Tax Traps for IRA investors in Short ETFs.” While it was written the beginning of this year, when the markets tanked, the issue, however, is still important. Here are some highlights: With the market down about 9% year-to-date, everyone is looking at making money shorting the market. It’s not easy: the downside potential …

I am traveling this weekend, but regular posting will resume on Monday.

Target-date funds, which are widely used in 401k plans because many investors assume they have less risk, failed miserably during last year’s market meltdown. SmartMoney reports that Morningstar now has come out with a new ranking system designed to make it easier to compare these types of funds: Ever since target-date funds were introduced a few years ago, critics have complained …

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe bulls remained the upper hand during the first week of September, and all major indexes gained. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +7.88% keeping the current buy signal intact. The effective date was June 3, 2009. The …