MarketWatch looked at Morningstar’s “best funds” recommendations in Stupid Investment of the Week. Here are some highlights: Morningstar Mutual Funds started listing the best funds for the year ahead six years ago. Typically, most funds that have made the list are “analyst picks” at the firm — meaning the favorites of Morningstar’s analytical crew — with established managers and investment …
Be A Control Freak
Reader Don is looking to generate income and had this to say: Do you think Master Limited Partnerships have a place in a retiree’s portfolio, looking for income? Thanks for your weekly musings on the market.I don’t know anything about the partnerships you are considering, so let me comment in general based on my experiences. Most partnerships require you to …
No Load Fund/ETF Tracker updated through 12/24/2009
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpA Santa Claus rally pushed the major indexes to their highs for the year. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +6.36% keeping the current buy signal intact. The effective date was June 3, 2009. The international index has …
A Speculative Environment?
A week ago, I was reading “Decidedly Speculative” by John Hussman, who writes as well as anyone about analyzing the stock market as a whole. Here are a few excerpts: As of last week, the S&P; 500 nearly matched the richest valuations, on normalized earnings, ever observed prior to 1995. While it is quite true that valuations have been higher …
Worst Decade For Stocks
MSN Money reported a couple of days ago that “Stocks ending their worst decade ever:” Stocks have lost value each year since the end of 1999. Even the lowly savings account performed better. So long, 2000s. And no need to pass the tissues. We won’t get too weepy about this goodbye. The past 10 years have been the worst decade …
More ETF Resources
While my weekly StatSheet tracks the momentum figures for the most useful ETFs in the universe, the list is certainly not all-inclusive. Readers from time to time ask to have a complete listing of ETFs available to do some of their own initial research. Here’s a site that features “Low Cost ETFs: Complete list of the Cheapest Exchange Traded Funds” …