Bond Fund Investors Beware

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Income investors are reading “Bill Gross Warning May Catch Bond-Fund Investors Off Guard:” Bill Gross’s warning that the almost three-decade rally in fixed-income has run its course may catch individual investors off guard after they poured $89 billion into bond funds this year. The inflows through yesterday are running almost five times higher than deposits during the first three months …

No Need To Unload Buy And Hold? Yeah Right…

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MarketWatch is still supporting the buy and hold bandwagon as shown in a summary of “No need to unload buy-and-hold:” For the many investors who are still smarting from the stock market’s 2008 meltdown, buy-and-hold tactics are the same as buy and fold — a deer in the headlights of impending disaster. In truth, while buy and hold may disappoint …

Sunday Musings: Idle Cash

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Over time, I have received my share of emails from readers wondering how to deploy idle cash for which they have a short-term purpose. Here’s what reader TJ had to say on the topic: I am in the process of having to deal with many renewing Certificates of Deposits from several institutions. My wife and I are in the process …

The “Value” Of Research

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Al Thomas, author of the book “If It Doesn’t Go Up, Don’t Buy It!” wrote in his weekly syndicated column about the “Attention Deficit Research Disorder.” Let’s listen in: Wall Street has everyone, even the “experts”, believing the myth that research is required to be a successful investor. Every fact about a company must be known before an investment is …

No Load Fund/ETF Tracker updated through 3/25/2010

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My latest No Load Fund/ETF Tracker has been posted at: http://www.successful-investment.com/newsletter-archive.php The major indexes eked out another gain despite failed rally attempts on Thursday and Friday. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +4.15% keeping the current buy signal intact. The effective date was June 3, 2009. The …

Active Or Passive Muni Bond ETFs?

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Tom Lydon at ETF Trends posted an interesting question in “Muni Bond ETF Debate: Active or Passive?”Should an exchange traded fund (ETF) be created to beat the benchmark index or outperform it? Municipal bond ETF providers are butting heads over the polemical issue of whether ETFs should offer an investor pure exposure or provide investment know how. As it stands, …