Home >Articles

Articles from 01/2014

No Matter the Cost

I was recently challenged anew by this devotional, written long ago by old friend Larry Burkett: Nothing prohibits Christians from obeying God more than the tug of material comforts. Once we have adjusted to a lifestyle
Continue Reading

Adding MACD to Seasonality

One of the greatest inefficiencies in the supposedly efficient stock market is the incredible disparity in returns produced over the past half-century during the six-month favorable (November-April) and unfavorable
Continue Reading

Introduction to Annual Seasonality

[Editor's Note: This is an old article, originally published in 2002, but we keep it available as an introduction to the annual seasonality concept. Much has changed since then at SMI however. We now believe that our newer
Continue Reading

SMI Sector Rotation Torches the Competition

Mark Hulbert reported yesterday on something many Sound Mind Investing readers already know: Sector Rotation (SR) strategies have been hot! Hulbert noted that out of more than 500 newsletter portfolios he monitors, nine of
Continue Reading

Making Saving Easier and More Profitable

After putting our household finances through a pretty thorough review since the start of the New Year, my wife and I have decided to change where we keep our savings. Previously, we had a savings account at the same bank
Continue Reading

Pop Quiz!

For some of us, it's been many years since we've felt the adrenaline rush of walking into a class and hearing the teacher declare "Pop Quiz!" Because I'm a giver, I thought I'd help you experience that surge of excitement
Continue Reading

Matthew’s New Path

This post is a little different from our usual fare. It concerns a change in the SMI staff. My son Matthew, who has served as our Director of Operations for the past 10 years (helping streamline back-end processes, craft
Continue Reading

Tackling A Tough - And Common - Dilemma

A reader recently wrote in with a particularly important question. I suspect there are many readers with situations similar to this, so I thought it would be worth addressing here for a broader audience. The reader
Continue Reading

Following SMI Investing Strategies Paid Handsomely in 2013

Early January is always a busy time ... reviewing lessons learned from the year just past and rebalancing for the year ahead. Around here, it's also the time to crunch the numbers to see how our most popular investing
Continue Reading

Enhanced Just-the-Basics Update - Q1 2014

The Enhanced Just-the-Basics page has been updated with the first quarter 2014 selections. Three of the four recommended rotating funds this quarter are hold-overs from last quarter. The new one is Fidelity Nordic, which
Continue Reading