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August 2009

10 posts
  • A comprehensive list of all the ETF’s on by Alex, [FAQ] Hatena Bookmark

    Here is a comprehensive list of all the exchange-traded funds — all 1,500 of them! It’s the most complete list of ETF’s that I’m aware of. The list includes all the popular fund families, such as State Street (SPDR, including SPY, which tracks the well-known S&P 500 index) PowerShares (including QQQQ, which tracks the Nasdaq-100 [...]

  • Consumer goods on by Alex, [ETF,Exchange-traded funds] Hatena Bookmark

    Retail (XRT), which we recommended a couple of weeks ago, has had excellent gains. For example, our Balanced allocation is up 7.8% in just two weeks. However, as of now, retail appears to be overbought. Of all the funds that we are tracking, the one with the best potential at this point appears to be [...]

  • Retail stocks and corporate bonds on by Alex, [ETF,Exchange-traded funds] Hatena Bookmark

    Both smallcap and retail stocks, which we recommended last week, have had a great few days. IJR (iShares S&P SmallCap 600 Index) is up 5.66%, while our retail stocks recommendation is up 5.14%. At this point, we see smallcap as being overbought, and so we are getting out of them. Retail stocks could be close [...]

  • Dollar cost averaging does not turn bad investments into profitable ones on by Alex, [FAQ,Performance] Hatena Bookmark

    Question: Does it really matters if we keep switching between funds if we are dollar-averaging?? My TSP allocation has been 50% C, 25% S and 25%G and the performance shows YTD -10%. Response: I am not sure I understand your question completely. If you switch from funds that are doing poorly to funds that are [...]

  • “Terrific trading model” on by Alex, [Testimonials] Hatena Bookmark

    I appreciate your efforts at providing a terrific trading model for the TSP.  I have shared it with my son in the Army. - L.M.

  • Mid and smallcap on by Alex, [TSP,Thrift Savings Plan] Hatena Bookmark

    We are switching to the S Fund (“Extended market”), which tracks midcap and smallcap stocks. Mid and smallcap stocks appear to be recovering faster than the large stocks, which are tracked by the C Fund. This recommendation is consistent with the recommendations we’ve been making in our ETF newsletter. In that newsletter, we’ve been in [...]

  • Smallcap and retail on by Alex, [ETF,Exchange-traded funds] Hatena Bookmark

    We are getting out of midcap stocks and getting into smallcap. Though both have had similar performance, we feel that, at this point, smallcap stocks have greater potential. Though neither has moved this past week, they still look strong nonetheless. In addition, we are also recommending retail stocks. Right now, they are a little riskier [...]

  • Midcap stocks on by Alex, [ETF,Exchange-traded funds] Hatena Bookmark

    We are recommending midcap stocks. We see them as being low risk right now, and as having a high return potential. They have been very strong over the past month, easily outperforming the general stock market.

  • Holding Lifecycle 2010, almost on by Alex, [TSP,Thrift Savings Plan] Hatena Bookmark

    We pick the mix of investments that maximizes the expected return while not exceeding a fixed maximum risk. In this issue, I wanted to continue recommending the Lifecycle 2010 fund. However, for the benefit of our readers who are not TSP participants, we are instead recommending the equivalent mix of Individual funds.

  • Value stocks and utilities on by Alex, [ETF,Exchange-traded funds] Hatena Bookmark

    We are recommending value stocks, since they are beginning to take off. Utilities, which have a lower risk right now, are also doing well. That’s why we are recommending a combination of utilities and value stocks in our Conservative allocation.