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 …
The most commonly asked Mutual Fund/ETF Investment Questions
Over the years, I have received hundreds of investment related questions from my newsletter readers. These questions, and my answers, represent a wealth of knowledge, which has been archived and is readily available to you. The archive dates back to May 2003 and contains over 200 Reader Q & A’s. You can view it at:http://www.successful-investment.com/q&a.php;Whether you are new to investing, …