Looking For Balance

Ulli Uncategorized Contact

Ever since last year’s market crash, stories abound as to how investors can avoid getting slaughtered again. The WSJ (sorry, no link available) featured brokers promoting managed-futures funds, which returned some 14.1% last year, while other strategies took a dive. Kiplinger published an article titled “Balanced Fund Take The Edge Off Stocks,” which makes the case for the use of …

Sunday Musings: Emotions

Ulli Uncategorized Contact

The task seemed simple enough and not much different than usual. Write another blog post just as I have done some 900 times over the past 2-1/2 years. Share investment experiences that others can benefit from on their way to becoming better investors. The topic last week was “Emotional Aspects of Investing,” that attempted to answer a reader question. Somehow …

Watch The Market Dive

Ulli Uncategorized Contact

In case you missed it, Al Thomas, author of the well known book “If It Doesn’t Go Up, Don’t Buy It!” posted another right-on-the-money article last week titled “Watch The Market Dive:” The form is predictable. The execution is slightly different. That is the difference in a belly whopper and a 10 at the Olympics. Each participant slowly climbs the …

No Load Fund/ETF Tracker updated through 7/2/2009

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpA dismal employment reports handed the major indexes (S&P; 500 and Dow) their third weekly loss in row. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +2.04% keeping the current buy signal intact. The effective date was June 3, 2009. …

Roller Coaster

Ulli Uncategorized Contact

This week so far has been a little roller coaster with an up day followed by a down day, which was followed by an up day. The moves have been fairly contained during this Holiday shortened week, and I would not read too much into these market swings. Since the Wall Street mavens support a quarter to quarter mentality, it’s …

Living With A Sell Stop

Ulli Uncategorized Contact

With the international markets having come off their highs, after racing out of the gate following our Buy signal on May 11, 2009, many readers have been stopped out of their positions and are looking for a new entry point. Reader Dave had this to say: I thoroughly enjoy reading your daily blog. I am convinced that your method is …