My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpDespite sloppy sideways action in the market the upward bias remains. Our Trend Tracking Index (TTI) for domestic funds remains +4.91% above its long-term trend line (red) as the chart below shows: The international index still remains stronger and currently sits +9.24% above its own trend line, as you can see …
When (NOT) to Buy ETFs
With new ETFs being offered to the public as quickly as sponsors can get regulatory approval, it’s no surprise to see investors jumping at any new offering that comes their way. Is that really a good idea? I don’t think so. While there is a need to have as many ETF choices as possible, it doesn’t mean you should buy …
How to use Trend Tracking for your 401k
Recently, I received some e-mails from several investors who have run into problems with their 401k plan providers with early redemption charges and frequent trading accusations when following my Trend Tracking methodology. I have several clients, whose 401k/annuity accounts I personally manage, that are housed at Fidelity and Vanguard, two companies known for their restrictive policies. I have not run …
ETFs on the Bubble
This year’s small pullback in the market has affected mainly volatile ETFs in the orientation of country, sector and specialty funds. These have been the top performers over the past few months, so it’s no surprise that they are the first ones to correct more sharply. If you follow a 10% trailing sell stop discipline, the following 13 ETFs have …
Beyond Ridiculous: A Portfolio for all Seasons
Every so often you find a reporter’s story analyzing a fund manager’s portfolio or coming up with his own (in theory, of course) group of mutual fund/ETF holdings allegedly suited for all seasons. You can recognize this by psychologically appealing names such as “The Lazy Man’s Way,” “Gone Fishing,” or other esoteric ones indicating that this certain portfolio combination is …
How to get Investment Tax Advice — FREE!
I am sure that during your investing endeavors, you will come across a situation where some qualified input from a tax professional might be of tremendous help. Or, maybe you just like a second opinion?One of my newsletter readers, a former corporate CPA, has offered to answer any questions you may have in that area. His blog contains a wealth …