ETF/Mutual Fund Data updated through Thursday, June 9, 2011 If you are not familiar with some of the terminology used, please see the Glossary of Terms. 1. DOMESTIC EQUITY MUTUAL FUNDS/ETFs: BUY— since 6/3/2009 As announced via a blog post, on 6/2/2009, the TTI triggered a buy signal with an effective date of 6/3/2009. We will use the 7% …
6 ETF Model Portfolios You Can Use – Updated through 6/7/2011
The markets sold off sharply since last week’s portfolio update and, as a result, our trailing sell stop for VB was triggered Monday, and the position was liquidated yesterday. Portfolios #1 and #4 were affected by this sale. There was a shift in YTD performance as the aggressive portfolio (#3) edged out #5 for the top spot. More importantly is …
ETFs On The Cutline – Updated through 6/3/2011
With the market bulls getting the sledgehammer treatment last week, there obviously was more weakness than strength in the most current ETF Cutline report. As I mentioned before, when domestic markets succumb to bearish forces, at times selected county ETFs buck the trend and move higher, or at least hold their ground. That was the case last week as the …
Last Week’s Lessons: ETF News And Blog Posts
In case you missed it, here’s a summary of the topics that I posted to my blog during week ending on 6/3/2011. The markets took a beating with the major indexes ending up closing the week at their lows, which could signal more weakness ahead. My published Cutline tables and Model ETF Portfolios can give you an assist by indentifying …
ETFs Are Moving Into The 401k Arena
The WSJ (subscription required) reports in “Schwab’s Bold Bet on ETFs” that the brokerage firm soon would offer 401(k) retirement plans solely stuffed with ETFs—and let investors trade them without charge: ETFs, which typically carry low fees and trade like stocks on exchanges, have exploded in popularity, a rare source of growth in the otherwise stagnant mutual-fund industry. ETFs now …
Reader Q & A: Which ETF Model Portfolio Is Right For Me?
Several readers emailed recently trying to determine which one of the six ETF model portfolios might be right for them. Chuck’s message is very typical. Here’s what he had to say: I am ready to invest in one of the six model ETF portfolios that you are suggesting. Last week I favored #1 Trend Tracking. After reading your post last …