Category Archive

Reader Trevor is located in the UK and is looking for a way to enter the market after the run up of last year. Here’s what he had to say: Although I have read your column avidly for a good while, I did not buy on the last buy signal. (I am in the UK so the funds etc are …

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpLow volume was prevalent during this final week of the year, so a last minute sell-off was not too surprising. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +5.50% keeping the current buy signal intact. The effective date was June …

One reader has been trying to repeatedly post some rude commentary to this blog. Of course, as is the case with spam attempts and nasty comments, they don’t get published; they go directly where they belong—in the trash can. Since this will be the last post for 2009, I want to clean the table and address the issue. The reader …

The market was working on its 7th straight day of gains, when a last hour sell-off pulled the indexes from achieving this feat. Consecutive gains of more than 5 days in a row are rare indeed and are usually followed by at least one down day. Of course volume was low during this quiet Holiday shortened week so one cannot …

Reader Trevor wants to clarify the adjustments that have to be made to the basis for calculating the sell stop when dividends are a being paid: I am a bit confused about the treatment of dividends having read your recent posts. I have set up a spreadsheet as you suggested using Yahoo and downloading each day – one column is …

It’s this time of the year when mutual funds and ETFs declare their year-end distributions. If you use any of the online services like Yahoo, MarketWatch, etc. to track your gains and losses, you have to make adjustments when dividends or distributions become effective. Otherwise, you may be surprised to see that a fund you are tracking is showing sharply …