Home >Articles

Articles

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 11-30-19

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
Continue Reading

Money Roundup: Analyzing a Remarkable Decade for the Markets, Investing at a Market High, and More

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
Continue Reading

Plugging the Holes in Your Portfolio

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
Continue Reading

Today is #GivingTuesday — Join Us in a Campaign to Build Hundreds of Churches in West Africa!

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
Continue Reading

DAA – New Recommendation for December 2019

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
Continue Reading

Money Roundup: Schwab Flexes its Muscles, The Best Investment You Can Make, and More

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
Continue Reading

DAA Updates Will Be Posted This Weekend

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
Continue Reading

Sector Rotation – New Recommendation for December 2019

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
Continue Reading

A Prayer for Thanksgiving Day

This classic prayer of thanksgiving is adapted from The Book of Common Prayer:
Continue Reading

Stock Upgrading – New Fund Recommendations for December 2019

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.
Continue Reading