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Articles from 02/2014

DAA - March 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 - March 2014 Update

Sound Mind Investing's currently recommended Sector Rotation fund had another strong month in February, turning in double-digit gains (through yesterday). For more on this fund's performance, see Austin's post from Monday.
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Survey Raises Questions About Reaching Young Investors

Thank you very much to all who took part in our recent Sound Mind Investing member survey. We had a great response rate, which was especially impressive given how long the survey was. Congratulations to James Davis who
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We Have a Winner!

My appreciation to everyone who took time to comment in response to my blog post last week where I posed the question: What’s your biggest investing mistake? There were 53 responses, which may well be an all-time high for
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Are We Generous?

When disasters strike, we Americans are often lauded for our generosity. And it's easy to see why. When an earthquake struck Haiti in 2010, Americans gave $1.3 billion to U.S. relief organizations. When a tsunami hit the
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New Fund Recommendations for March 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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What You Need to Know About IRAs - SMI On The Radio

My most recent radio chat with Howard Dayton and Steve Moore of Compass — Finances God's Way focused on the ins and outs of IRAs, including the new "MyRA." There's a lot more about IRAs in the February issue of the Sound
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SMI’s Sector Rotation Continues to Rocket

As of Friday's close, Sound Mind Investing's SR recommendation is up +8.9% for February so far. That means it's gained +23.2% in 2014 already (versus the Wilshire 5000 being flat). That's on top of the +65.7% gain in 2013.
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March 2014 Issue of SMI Now Available

The March 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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How Well Could Your Spouse Manage Your Family’s Investments?

Sorry for the unpleasant question, but... If you died today, what would happen to your investments? While we’re still in the early stages of analyzing responses from our recent member survey (thank you to all who took
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