Monthly Archives: January 2007

The Real Estate Confusion

Lately, a frequently asked question in my advisor practice has been related to real estate. Last week, the government reported that new homes sales fell 17% last year — the worst decline in 16 years. However, sector real estate funds/ETfs … Continue reading

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No Load Fund/ETF Tracker updated through 1/25/2007

The latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpThe tug-of-war between bulls and bears continued this week. Our Trend Tracking Index (TTI) for domestic funds remains +4.06% above its long-term trend line (red) as the chart below shows: The … Continue reading

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The Ignorance Game: Index Funds vs. Mutual Funds

The year 2006 has barely come to an end and the battle goes on. Which one has been the better investment? Index funds or actively managed mutual funds? Standard and Poor’s reported that the S + P 500 index outperformed … Continue reading

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No Load Fund/ETF Tracker updated through 1/19/2007

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpDespite sloppy sideways action in the market the upward bias remains. Our Trend Tracking Index (TTI) for domestic funds remains +4.91% above its long-term trend line (red) as the chart below … Continue reading

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When (NOT) to Buy ETFs

With new ETFs being offered to the public as quickly as sponsors can get regulatory approval, it’s no surprise to see investors jumping at any new offering that comes their way. Is that really a good idea? I don’t think … Continue reading

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How to use Trend Tracking for your 401k

Recently, I received some e-mails from several investors who have run into problems with their 401k plan providers with early redemption charges and frequent trading accusations when following my Trend Tracking methodology. I have several clients, whose 401k/annuity accounts I … Continue reading

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