Sunday Musings: Clipping your Dividends

Ulli Uncategorized Contact

Hat tip goes to reader Delo for pointing to Forbes’ article “They’re Clipping Your Dividends.” Let’s look at some highlights: If you are a prosperous saver, the federal tax rate on your dividends is about to triple. What are you going to do about it? You didn’t know about this tripling? Pay attention. There has been a great transformation in …

No Load Fund/ETF Tracker updated through 4/8/2010

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe major indexes gained again on hopes of a continued recovery. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +4.67% keeping the current buy signal intact. The effective date was June 3, 2009. The international index has now broken above …

ETFs With Religion

Ulli Uncategorized Contact

Let’s listen in to “ETFs Reveal The One True Religion:” In recent years, ETFs have been the ultimate growth industry. In 2009 more than 120 new products hit the market, and the first quarter of 2010 saw nearly 60 new launches. While some of these new products are “plain vanilla” funds competing directly with existing ETFs, the bulk of expansion …

One Reader’s Viewpoint

Ulli Uncategorized Contact

In regards to Sunday’s post titled “Opposing Viewpoint,” reader Tad had the following comments: In regards to your Sunday post, I think PTTDX, or better yet HABDX, would be excellent choices when you issue sell signals for equities, especially for those who will not be aggressive enough to short, when and if that becomes the trend. This gives you the …

A Trend Change In Bonds?

Ulli Uncategorized Contact

In “Bond Fund Investors Beware,” I referenced Pimco’s Bill Gross’ warning that the 30 year fixed income rally may have run its course. I talked about watching the trends for any clues of a reversal rather than relying on opinions or predictions. Let’s use Vanguard’s Total Bond Market ETF (BND) as a guide for the general directions of the bond …