Monthly Archives: June 2007

Closed End Funds: Are 9% Yields Worth It?

Recently, I read a story in TheStreet.com called “Hot Yields Drive Rebirth of Closed-End Funds.” It did a good job describing the reasons for the renewed interest in CEFs. As baby boomers are aging and moving into retirement, the goal … Continue reading

Posted in Uncategorized | Comments Off on Closed End Funds: Are 9% Yields Worth It?

No Load Fund/ETF Tracker updated through 6/28/2007

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpDespite higher oil prices, a pre-Fed announcement rally pushed the major indexes slightly higher Our Trend Tracking Index (TTI) for domestic funds/ETFs is now positioned +3.30% above its long-term trend line … Continue reading

Posted in Uncategorized | 2 Comments

No Load Fund/ETF Tracker Update: Latest StatSheet Improvements

As you have seen in the last 2 weekly issues, the StatSheet has been expanded to contain more momentum data, which is now presented in PDF format. This allows me to more easily add new ETFs from the ever increasing … Continue reading

Posted in Uncategorized | Comments Off on No Load Fund/ETF Tracker Update: Latest StatSheet Improvements

ETF Investing: Individual Country ETFs vs. BRIC

Selecting individual country funds for your portfolio can be a challenge due to the above average volatility. Additionally, you’ll never know when one country’s bull market run suddenly peters out while another one continues to scale to new highs. A … Continue reading

Posted in Uncategorized | Comments Off on ETF Investing: Individual Country ETFs vs. BRIC

No Load Fund /ETF Investing: Are Subscription Newsletters Worth It?

Reader Nitin pointed to an article in the NYT called “The Crowd Is Restless, but Maybe That’s a Good Sign.”It deals with contrarian analysis, which simply means that historically the tendency for investors is to be wrong at major turning … Continue reading

Posted in Uncategorized | 2 Comments

Investment Management: Whose Money Is It Anyway?

A couple of days ago, I posted about a reader’s question regarding SMAs (Separately Managed Accounts). You may recall that the reader also said that “Last time I had a SMA with that broker they made it so difficult to … Continue reading

Posted in Uncategorized | Comments Off on Investment Management: Whose Money Is It Anyway?