Nothing Doing

Ulli Uncategorized Contact

As the Trend Tracking Indexes (TTIs) are hovering tightly above or below their long-term trend lines, I tend to spend a little bit more time updating the important numbers you need to know on a day-to-day basis. These are critical times in terms of making decisions and, once a clear trend (either up or down) has been established again, I …

A Dubious Anniversary

Ulli Uncategorized Contact

The markets started the week out on a sour note yesterday as they have for the past two Monday’s. Some of our sell stops in the international arena were triggered and, barring a major rally today, the affected positions will be liquidated. It was a bit of good news/bad news scenario. The good news was that the sell off happened …

Are Long/Short Funds The Solution?

Ulli Uncategorized Contact

The investment world is scrambling to come up with new and improved products to ascertain the public does not lose confidence. I posted about actively managed ETFs and “new funds for the fearful” over the past couple of days. Now Long/Short fund providers started to chime in by promoting the features of their products. I received one such mailing from …

Sunday Musings: Going Active

Ulli Uncategorized Contact

MarketWatch featured an interesting article titled “ETFs may give mutual funds a run for the money.” Let’s listen in: We’ll soon find out if exchange-traded funds can live up to the hype and “replace” the traditional mutual fund. The big headline news this week was BlackRock Inc. agreeing to buy Barclays Global Investors in a $13.5 billion deal. But the …

New Funds For The Fearful

Ulli Uncategorized Contact

MarketWatch reports that “Bear Market brings new funds for the fearful:” After last year’s market meltdown savaged just about every U.S. and international asset class, many investors have concluded that traditional portfolio diversification is not only discredited, but pure bunk. In an appeal to these skeptics, some mutual-fund firms have introduced products they claim provide greater protection in bear markets …

No Load Fund/ETF Tracker updated through 6/18/2009

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpA sell off early in the week caused losses for all major indexes. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +1.08% keeping the current buy signal intact. The effective date was 6/3/2009. The international index has now broken above …