The WSJ had an interesting article called “Bigger Bets and Risks with these ETFs.” It addresses the use of leveraged ETFs to enhance performance or to double your losses. The story uses the Rydex Dynamic S&P; 500 fund as an example, which tries to duplicate double the daily performance of the S&P; 500 stock index. Interestingly, during the recent market …
Essentials For The No Load Mutual Fund Investor
The Motley Fool featured a piece called “Smash the Market,” which focused on 4 points a savvy investor should consider before buying any mutual fund. While some are questionable to my way of thinking, they are widely held beliefs and it may help you if we take a look at them one by one: 1. Fees The myth is to …
From The ETF/No Load Fund Archive: The Most Frequently Asked Question
Investors, for the most part, are a confused bunch. And, I hate to say it, but that includes some of my 17,000 weekly newsletter subscribers. Not a day goes by that I don’t get the same question asked by different readers. Maybe that’s my fault for not being as clear about some of the ins-and-outs of trend tracking as I …
Sunday Musings: Is This A conflict Of Interest?
No, I am not jealous. I don’t begrudge anyone for getting a job that pays somewhere in the neighborhood of a few million dollars a year, requires traveling around in a private jet, giving speeches, pressing corporate flesh and dining privately in first class facilities. This is not a fantasy job description, but simply my interpretation of the one that …
ETF/No Load Fund Investing: The Income Debacle
The recent roller coaster ride in the stock market was caused by a variety of events, one of them which was a rise in interest rates. If you held any income producing bonds, bond funds or municipal closed end funds, you undoubtedly have seen the values head south as they always do when rates are rising. Personally, I have watched …
No Load Fund/ETF Tracker updated through 6/14/2007
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe bulls took over and all major indexes gained solidly for the week. Our Trend Tracking Index (TTI) for domestic funds/ETFs is now positioned +4.52% above its long-term trend line (red) as the chart below shows: The international index has now moved to +8.94% above its own trend line, as you …