A World Of Potential Conflicts

Ulli Uncategorized Contact

As I elaborated in yesterday’s post, many readers seem to focus on future events trying to evaluate now as to what the best course of action for their portfolios might be, should this event actually come to pass. Here’s what reader Jerry had to say: The threat of Israel striking Iran nuclear facilities seems greater as the elections are upon …

Sunday Musings: Election Confusion

Ulli Uncategorized Contact

Whenever a major event is shaping up, such as the current Olympic Games or the upcoming elections, investors seem to set their sights on these milestones as a basis for making decisions. I have heard arguments like “I’ll hold my China ETF till after the Olympics, and then I’ll sell,” or “I wait till after the elections, and then I’ll …

How To Lose 46%

Ulli Uncategorized Contact

One newsletter reader, who wants to remain anonymous, called a couple of days ago and told me that his wife’s portfolio just lost some 46% dropping from $170k to some $91k in about 1-1/2 years. Your first reaction might be “how could you let this happen,” but I believe that this is, unfortunately, not an isolated case. Whenever investors engage …

No Load Fund/ETF Tracker updated through 8/21/2008

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpFriday’s sharp advance based on lower oil prices and soothing words from the Fed chairman was not enough to keep the major indexes in positive territory. Our Trend Tracking Index (TTI) for domestic funds/ETFs remains below its trend line (red) by -0.64% thereby confirming the current bear market trend. The international …

Is an 18% Yield Worth It?

Ulli Uncategorized Contact

Based on recent emails, I know that many readers are scouring the investment globe for high yielding mutual funds/ETFs hoping to find a way to generate income or an above average rate of return. One of the highest yielding funds I have found is ADVDX, which sports a mouth watering annual yield of 18.11%, according to Yahoo.com. Let’s take a …

The Russian Connection

Ulli Uncategorized Contact

Many investors were extremely excited when the Russian ETF (RSX) debuted in May 2007. While it’s been a bumpy ride, the bias at first was definitely to the upside as the 1-year chart shows: From the top, which was made on May 19, 2008, it’s been all downhill, and YTD this ETF is down some 23%. Russia’s recent “excursion” into …