Your mutual fund has a surprise waiting for you. It is not a nice surprise.
Mutual Fund Taxable Distributions
read more
Exchange Traded Funds becoming more mainstream
In just the last month, assets in exchange traded funds increased $17 billion. Total assets in ETF's now total over $600 billion, according to State Street Global Advisors of Boston. Yeah...so? I'll tell you why this matters. In 1994, the first ETF's were launched....
Top Mutual Funds in China and Latin America
China and Latin America currently holds the top scores for mutual funds. This is clearly where the money is being made at the moment. And the average Chinese mutual fund is way overbought. In other words, the average mutual fund in this group is currently trading...
ETFs vs Large Cap Foreign Stocks
Lots of people are buzzing because the Dow is at 13,000. Let me tell you, the return over the past six years from the Dow Jones is less than what you could have earned in a money market account. Don't get too excited. As I showed you last week, small cap stocks have...
All Indicators Turn Negative in Down Markets
All of the short term AND long-term indicators I follow have now turned negative. All of 'em. Including the S&P 500. What's that mean? Well, the S&P 500 Index is simply the 500 largest stocks in the US. And, basically, 70% of all money in mutual funds sits...
Exchange Traded Funds (ETF) Explosion Part II
We've seen lots of articles and news pieces about the explosion of Exchange-Traded Funds, or ETF's. Most of the opinions have been negative. In fact, one writer compared this with the flood of closed-end funds created in the late 1920's (before the stock market...
Is It “Lights Out” For Energy Stocks?
Do you know what a "trend change" is? When a stock (or a mutual fund) has been above its' support line, it's in a positive (or upward) trend. When that stock breaks the support line and starts moving down, you really don't want to own that anymore. Because the...
Defensive Market Strategies: A Look Into Our Defensive Playbook
We've discussed several of the plays we have sitting in our defensive playbook. These are steps we can take to protect the value of your account when the market is falling. I wanted to share more defensive market strategies we use to help protect your money. 1. ...
