My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe markets meandered for most of the week, but retreated on Friday. Our Trend Tracking Index (TTI) for domestic funds followed suit and now sits +5.04% above its long-term trend line (red) as the chart below shows: The international index also moved slightly lower and currently sits +9.47% above its own …
ETFs vs. CEFs (Closed End Funds)—What’s The Difference?
With the explosion of Exchange Traded Funds (ETFs) over the past few years, there’s still some confusion among investors between the difference of buying an ETF or his close cousin, the CEF (Closed End Fund). Unlike mutual funds, both of them are traded on stock exchanges as opposed to an open ended mutual fund, which is purchased directly from a …
No Load Fund/ETF Tracker updated through 2/2/2007
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe markets rallied sharply with Fed policy remaining accommodative. Our Trend Tracking Index (TTI) for domestic funds moved +5.37 % above its long-term trend line (red) as the chart below shows: The international index still remains stronger and currently sits +9.88% above its own trend line, as you can see below: …
The Real Estate Confusion
Lately, a frequently asked question in my advisor practice has been related to real estate. Last week, the government reported that new homes sales fell 17% last year — the worst decline in 16 years. However, sector real estate funds/ETfs gained on the day. In fact, the leader of the sector listings in my newsletter, based on a 4wk sorting, …
No Load Fund/ETF Tracker updated through 1/25/2007
The latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe tug-of-war between bulls and bears continued this week. Our Trend Tracking Index (TTI) for domestic funds remains +4.06% above its long-term trend line (red) as the chart below shows: The international index still remains stronger and currently sits +8.30% above its own trend line, as you can see below: For …
The Ignorance Game: Index Funds vs. Mutual Funds
The year 2006 has barely come to an end and the battle goes on. Which one has been the better investment? Index funds or actively managed mutual funds? Standard and Poor’s reported that the S + P 500 index outperformed 69% of actively managed large-cap mutual funds in 2006. Additionally, the S + P SmallCap 600 outperformed almost 64% of …