More Portfolio Thoughts

Ulli Uncategorized Contact

In regards to my recent post “How Many Positions Should You Have,” one reader had this question: How should we view our “Portfolio” when we have several accounts (i.e. 401K, IRA, Broker, etc)? Should all be considered one portfolio or separate? Would a single 8% position equal 8% of the total of all accounts or would it be for a …

A “Failed” Buy Signal?

Ulli Uncategorized Contact

Reader Gary brought up an interesting question regarding the fact that a new domestic Sell signal has been generated after just having received a Buy signal on 5/15/08. Here’s what he had to say: Enjoy your newsletter very much. You are on the “mark” with your criticism of government “doublespeak”. A major question concerning your domestic timing model. If we …

Sunday Musings: How Old Is Too Old?

Ulli Uncategorized Contact

MarketWatch featured an interesting story titled “How old is too old?” Here are some highlights: An irritating question is being raised anew about candidates in this year’s election campaign: How old is too old? The question came up in conjunction with John McCain, when critics on the stump pointed out that he is now 71 — exactly 25 years older …

10 Investment Rules

Ulli Uncategorized Contact

MarketWatch featured an interesting article titled “Learn a lesson—before you get one.” It contained 10 investment rules to live by which, given the fickle and directionless nature of today’s market, may help you keep things in proper perspective by focusing on the big picture. While most rules have some merit, I want to focus on only one (number 6), which …

No Load Fund/ETF Tracker updated through 6/19/2008

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpA break to the downside sent all major indexes further south generating a Sell Signal for all domestic equity funds. Our Trend Tracking Index (TTI) for domestic funds/ETFs broke decisively below its trend line (red) by -0.93% thereby ending this short buy cycle of 30 days: The international index dropped as …

Back Below The Domestic Trend Line

Ulli Uncategorized Contact

The domestic Trend Tracking Index (TTI) has been holding up better than the major indexes over the past few days, but Wednesday we headed again slightly below the long-term trend line. As of yesterday, the TTI had dropped -0.16% below the line, but I will wait a few more trading days for further downside confirmation before issuing a domestic Sell …