SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings are now available with performance data updated through Nov. 30, 2019.
• The Portfolio Tracker: The Tracker can personalize SMI's fund rankings to
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Our latest picks for the best investing and personal finance articles from around the web.
Decade in review: The decade of the bull (US News). The ingredients for a decade of growth.
These charitable investment
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There are three primary reasons why investors don't get the returns they expect from their portfolios. I'm not talking about when a person makes poor investing choices out of ignorance, or when a portfolio simply
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Welcome again to #GivingTuesday, a day when every $1 you give turns into $2! #GivingTuesday is a movement designed to launch the Christmas season with an emphasis on generosity rather than material
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There is one change to the DAA lineup for December. Read on for the full details.
DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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Wow! It's beginning to look a lot like Christmas (to coin a phrase ). Here's our holiday weekend Roundup of read-worthy articles on investing, personal finance, and stewardship. Enjoy!
Schwab muscles its way to the top
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The financial markets are closing early today at 1 p.m. Eastern Time due to the holidays. Holiday-shortened sessions like today's are typically low-volume, which makes it a poor day to trade large quantities of certain
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There is a new Sector Rotation fund being recommended for December. Read on for the details.
Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other
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This classic prayer of thanksgiving is adapted from The Book of Common Prayer:
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Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. This article explains the Upgrading changes for the coming month.
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