Reader Bill e-mailed a feature story in MarketWatch called “Get set for lower long-term stock returns” featuring quotes from Paul McCulley, who is the managing director at PIMCO, the bond guru firm.He said that “stock returns will be lower for the next 25 years than they were in the last quarter century and investors must adjust their expectations to lower …
Sunday Musings: A Psychological Oddity
E-mail exchanges and conversations with thousands of my readers over the past few years have exposed me to an unusual and at times odd behavior when it comes to money and investments. One thing I found was that some investors on one hand are trying to save pennies while on the other wasting dollars by the thousands without even being …
Closed End Funds: Are 9% Yields Worth It?
Recently, I read a story in TheStreet.com called “Hot Yields Drive Rebirth of Closed-End Funds.” It did a good job describing the reasons for the renewed interest in CEFs. As baby boomers are aging and moving into retirement, the goal seems to be to generate as much income as possible. While 5% bond yields are common and boring to some, …
No Load Fund/ETF Tracker updated through 6/28/2007
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpDespite higher oil prices, a pre-Fed announcement rally pushed the major indexes slightly higher Our Trend Tracking Index (TTI) for domestic funds/ETFs is now positioned +3.30% above its long-term trend line (red) as the chart below shows: The international index has now moved to +6.69% above its own trend line, as …
No Load Fund/ETF Tracker Update: Latest StatSheet Improvements
As you have seen in the last 2 weekly issues, the StatSheet has been expanded to contain more momentum data, which is now presented in PDF format. This allows me to more easily add new ETFs from the ever increasing menu of choices and enables you to better print out only those areas you’re interested in. Here are some of …
ETF Investing: Individual Country ETFs vs. BRIC
Selecting individual country funds for your portfolio can be a challenge due to the above average volatility. Additionally, you’ll never know when one country’s bull market run suddenly peters out while another one continues to scale to new highs. A better and more conservative way is to use an ETF which covers an entire region such as emerging markets (EEM). …