In “Bond Fund Investors Beware,” I referenced Pimco’s Bill Gross’ warning that the 30 year fixed income rally may have run its course. I talked about watching the trends for any clues of a reversal rather than relying on opinions or predictions. Let’s use Vanguard’s Total Bond Market ETF (BND) as a guide for the general directions of the bond …
Working With The StatSheet
Reader Ian is trying to decide whether to swap one mutual fund for a better performing one. Here’s what he had to say: Thanks for answering my previous questions. One of my two funds has not been in the top 100 domestic mutual funds for the last two weeks (WPVLX). Would it be counterproductive to chase momentum and move my …
Sunday Musings: Opposing Viewpoint
One reader continues his offensive posting battle of buy and hold being a better choice as trend tracking. Yes, there have been numerous studies supporting his viewpoint, as there have been many studies making the case for trend tracking. He further quotes an example of 3 mutual funds that have low fees and have doubled over the past 10 years. …
The Lowdown On Dividend ETFs
The WSJ reviewed the pros and cons of dividend ETFs in “Dividend ETFs Beckon Income-Starved Investors.” Let’s listen in: Exchange-traded funds that focus on dividend-paying stocks trailed the market by a wide margin in 2009, but they may attract yield-starved bond investors who are also worried about the prospect of rising interest rates. Several factors are causing some fixed-income investors …
No Load Fund/ETF Tracker updated through 4/1/2010
My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpOptimism that the economic recovery continues to be on track supported the major indexes. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +4.41% keeping the current buy signal intact. The effective date was June 3, 2009. The international index has …
What Is The Difference?
I am trying to politely turn a hateful comment regarding my post “Mutual Fund Fee Makeover” into a worthy response. The anonymous comment in question came from someone who in no uncertain terms stated his dislike for “dreaded” mutual fund managers or investment advisors for that matter. The basic question was as to how a mutual fund manager differs from …