on 2009/06/15 by Alex, [ETF,Exchange-traded funds]

Our highest return last week came from DPC, an international consumer discretionary stock fund. It has earned 3.0% in a week. This week, we are recommending a fund of stocks from developed markets (excluding US) that have relative strength; an energy sector fund; a fund of US IPO’s; and, once again, a municipal bond fund. [...]

on 2009/06/08 by Alex, [ETF,Exchange-traded funds,FAQ]

For the past two weeks, our ETF newsletter has been heavily invested in municipal bond ETF’s. I’ve received an email from a reader saying that his retirement account does not allow him to trade in muni funds. I had hoped that, as a replacement, I could find a non-muni ETF that was highly correlated to [...]

on 2009/06/08 by Alex, [ETF,Exchange-traded funds]

Our ETF newsletter is off to a great start. In the past week, our Conservative allocation has made 1.3%, though our Balanced allocation did lose 0.4%. Our highest return last week came from AFB, a municipal bond fund that returned 1.7%. A large part of that return came from a dividend that was paid out [...]

on 2009/06/01 by Alex, [ETF,Exchange-traded funds]

We pick the mix of investments that maximizes the expected return while not exceeding a fixed maximum risk. Stocks have shown a lot of strength in recent weeks. Although broad-based stock index funds have lost over 30% in the past year, they’ve been in a steady uptrend since March. It is now safe to start [...]