A couple of weeks ago, I was looking at utility ETFs to diversify some of my clients’ money into this well performing sector. In my weekly StatSheet, I have been tracking four of them on a regular basis. If you look at the table below, you’ll notice that all have very similar momentum figures in the categories of 4Wk, 8Wk, …
No Load Fund/ETF Tracker updated through 3/30/2007
My latest No Load Fund/ETF Tracker has been posted at: http://www.successful-investment.com/newsletter-archive.phpSideways to downward bias had the markets in a retreating mode. Our Trend Tracking Index (TTI) for domestic funds moved lower but still sits +3.75% above its long-term trend line (red) as the chart below shows: The international index eased up as well and currently sits +7.89% above its own …
How to Save on Investment Management Fees
In my advisor practice, a client brought up the question as to whether he could save some money by referring a relative or friend and have that person’s assets to be considered when management fees are calculated. Here’s how it works. All fee-based investment advisors have a sliding fee schedule for their clients. The higher your portfolio value, the smaller …
Stupid Investment of the Century: The IRA Annuity
While on the subject of annuities this week, here’s another doozey I come across every so often: The IRA Annuity. As you know, an IRA is a tax-deferred investment vehicle and so is an Annuity. In my advisor practice I find that, occasionally, a new client comes aboard and his portfolio contains one of those rarities. If you ask your …
Smart Investing: Getting Rid of a Bad Annuity
Ok, I admit it—I am biased when it comes to annuities. My generally negative view is not based on my own experiences but those of clients and a good portion of my newsletter readers (even though their preferred investments are no load mutual funds and ETFs). The stories I hear are very similar in that most people I have talked …
No Load Fund/ETF Tracker updated through 3/23/2007
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpA strong rally supported by the Federal Reserve’s action, and a neutral statement, had all major indexes showing signs of life. Our Trend Tracking Index (TTI) for domestic funds moved higher and now sits +4.94% above its long-term trend line (red) as the chart below shows: The international index rallied as …