June 2010
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Gold continues to do well
on
2010/06/27 by
Alex, [ETF,Exchange-traded funds]
We are recommending gold (GLD) this week, which has been in a consistent uptrend for at least three months. Other good choices include real estate (IYR) and Malaysia (EWM). Real estate, which we’ve been recommending, as well as Malaysia, are in overall uptrends. They have recently just been moving sideways, but they do have comparative [...]
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Real estate stocks undeterred
on
2010/06/20 by
Alex, [ETF,Exchange-traded funds]
We’re staying with real estate stocks (IYR), as they remain the best choice from among the funds that we follow. Like the overall market, they’ve gained slightly over the past week. Other good choices include semiconductor stocks (SMH) and gold (GLD). Avoid foreign markets, such as Austria (EWO) and Japan (EWJ), as well as biotech [...]
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Small cap stocks remain attractive
on
2010/06/13 by
Alex, [TSP,Thrift Savings Plan]
With stocks bouncing off the lows on Tuesday, it’s possible that they are resuming the up move that came to a halt in April. Of the funds in the TSP, small cap stocks (S Fund), which we have been recommending for some time, remains the best fund in our opinion. Bonds (F Fund) are decent [...]
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Real estate regaining strength
on
2010/06/13 by
Alex, [ETF,Exchange-traded funds]
With stocks bouncing off the lows on Tuesday, it’s possible that they are resuming the up move that came to a halt in April. Of the funds that we follow, real estate (IYR) is again in the lead. Other good funds include gold (GLD) and government bonds (TLT), our recommendation from last week. Though government [...]
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Time scale and conflicting recommendations
on
2010/06/07 by
Alex, [FAQ]
Question: I was wondering whether there is any value in making adjustments to a TSP account on an off week based on the ETF mailing when that recommendation advises a full scale retreat out of stocks? Would this be a time to move into the G Fund for a week? Will you make a recommendation [...]
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Back to government bonds
on
2010/06/06 by
Alex, [ETF,Exchange-traded funds]
With stocks dropping again last week, we are switching back into government bonds (TLT). Gold (GLD) is also decent, though government bonds are better. Corporate bonds (LQD) have a relatively low risk, but their overall performance is subpar. On Friday, real estate (IYR), which we recommended last week along with government bonds, dropped back to [...]