Lately, I have seen a variety of articles touting the benefits of using target-date funds (also known as Lifestyle or Life-Cycle funds) to reach your retirement goals. One write-up in particular started out by intelligently stating that “low contribution rates could leave investors with a retirement shortfall.” Duh! If I don’t contribute to anything, I’ll be facing some kind of …
No Load Fund/ETF Tracker updated through 3/16/2007
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpSubprime loan concerns pushed the markets down severely last Tuesday and, while the major averages received, they ended the week slightly down. Our Trend Tracking Index (TTI) for domestic funds moved lower and now sits +2.93% above its long-term trend line (red) as the chart below shows: The international index slipped …
The SubPrime Debacle
Two weeks ago, when the global markets tanked, the blame was squarely placed on what happened in the Chinese stock market. I am sure that we can find a scapegoat willing to take the heat for today’s 2% drop in the major averages. As I looked around, I came to the not so unique conclusion that the fault is clearly …
No Load Fund/ETF Tracker updated through 3/9/2007
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe markets stabilized after last week’s sharp sell off and the major indexes gained slightly. Our Trend Tracking Index (TTI) for domestic funds inched higher as well and now sits +3.71% above its long-term trend line (red) as the chart below shows: The international index also recovered and currently sits +6.84% …
Where Is The Safe Haven?
Last week’s severe market drop was felt around the world. Despite a solid rebound today, it’s still too early to say with any certainty if the correction is behind us. Many investors feel that proper diversification will protect them from sharp corrections in the market. Last year’s drubbing during May/June 06 and last week’s global down turn had one thing …
How (Not) To Calm The Financial Markets
The best part about having a readership of over 18,000 to my weekly No Load Fund/ETF Tracker is that I get a lot of commentary and feedback, which always seems to broaden my horizon. After last week’s global market meltdown, reader Don had this to say: “Ulli: I’m not sure what your political nature is, but I thought it was …