ETF/No Load Fund Tracker Update: StatSheet Changes Ahead

Ulli Uncategorized Contact

With the constantly expanding offerings of ETFs, I have been planning on improving the weekly StatSheet. While this is a work in progress, you will see come changes already in this Friday’s issue and from hereon forward. In its current format, the StatSheet contains some 30 pages of graphs and no load mutual fund/ETF data. One of the major planned …

ETF Investing: Should You Borrow To Invest More?

Ulli Uncategorized Contact

The short answer is no. I am not an economist, but I have always believed that having little or no debt as an individual (or as a country for that matter) is certainly more desirable than drowning in payments. While there is a period in everyone’s life where debt is necessary, the ultimate goal for most investors is to eventually …

Investment Methodologies: Market Timing vs. Trend Tracking

Ulli Uncategorized Contact

Most of the time, any attempt of investing in the market other than via Buy & Hold (Asset Allocation) is immediately labeled with the by now dirty word “timing.” MSN had an article about that called “Does market timing ever work?” The story starts with the fact that “rapid, short-term trading drives up costs” for other mutual fund investors. If …

Global Investing: Eastern Europe – Part II

Ulli Uncategorized Contact

A couple of days ago, I posted about investments in Eastern Europe and especially focused on EUROX, which had performed extremely well in the past. In reviewing the chart again, I need to point out that there is another important lesson to be learned when looking at the comparison with FEZ and EFA. Here’s the graph again: As you can …

Sunday Musings: How (Not) To Read An Investment Book

Ulli Uncategorized Contact

I used to feel guilty. There I had bought this new business/investment book I was looking forward to reading when, somewhere half way through, my fascination waned. I then either forced myself to finish it (with regret and lack of interest) or I shelved it and never picked it up again. I believe it was one of my favorite authors, …

Eastern Europe: A Rising Star?

Ulli Uncategorized Contact

I’ve come across several articles with somewhat different views about the Eastern European emerging markets and how to invest in them. Some of the countries I am talking about are Russia, Poland, Czech Republic, Hungary, Turkey and others. Random Roger, in a recent post, had a cautious warning about a possible crisis in Hungary, Kazakhstan, Russia, Ukraine and Estonia because …