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Articles from 01/2014

DAA’s Latest Move: Not As Crazy As It Seems

I'm sure some SMI readers are rubbing their eyes, trying to make sense of DAA's latest instructions. Yes, those would be the same investments SMI has been warning readers to avoid for several years now. So why would DAA
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DAA - February 2014 Update

DAA is a core portfolio strategy that’s designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even preventing) losses during bear markets. The strategy involves using exchange-traded
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Sector Rotation - February 2014 Update

Sound Mind Investing's currently recommended Sector Rotation fund saved its most impressive performance yet for January. Gaining +15% in a month (as it had through last night) is amazing enough. But doing that in a month
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Money Roundup: Taking a ‘Total Return’ Approach to Retirement Income, Your Best Long-Term Investment, and More

This week’s picks for the best in personal finance from around the web — a day early this week since we'll have DAA and Sector Rotation announcements on Friday. Implementing a total-return approach to retirement income
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IRA, Meet ‘myRA’

President Obama is proposing a new type of retirement savings plan—the “myRA.” As described in his State of the Union address last night, workers without access to an employer-sponsored retirement plan could open a myRA
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A Tale of Two Masters - 10 Years Later

I had lunch today with a young man who is considering a career change. He strikes me as one of those types who is going to be successful at whatever he chooses. But at the moment, he's wrestling with staying the course on
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Bear Markets Always Follow Bull Markets… Eventually

Are we there yet? At the end of the bull market, that is. Some people think so (but then there are always people thinking that… and have been during the entire bull run these past 58 months). Personally, I tend to be a
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New Fund Recommendations for February 2014

Our most aggressive core strategy, Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Annual Review: SMI’s Investing Strategies Outperform in 2013

In this recurring column, we take a look back at how the markets and SMI's investing strategies performed in the quarter recently completed. As long-time Sound Mind Investing readers know, the market rarely behaves as the
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February 2014 Issue Now Available

The February issue of the SMI newsletter has been uploaded to the website. You can browse all of the new content via the table of contents page. Readers following our Fund Upgrading strategy are advised of the following
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