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Articles from 04/2014

DAA - May 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 - May 2014 Update

Sound Mind Investing's newly recommended Sector Rotation fund didn't have a great first month, losing -2.4% so far in April through last night's close. That said, the fund it replaced, Fidelity Biotech, lost -7.3%. So
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Small Caps Sporting Lofty Valuations

A month ago, I saw an interesting exchange between two money managers who had entered into a bet regarding whether large-company stocks (as represented by Warren Buffett's Berkshire Hathaway) or small-company stocks
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Answering A Few Questions About the May Cover Article and Combining SMI's Strategies

Following last week's publication of the May issue, we received some interesting questions/requests in the Comments section concerning the cover article. I thought it might be helpful to address those in today's blog post.
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Money Roundup: U.S. Investors Not the Brightest Bulbs on the Tree, The Advice to 'Sell in May' Won't Go Away, and More

This week's picks for the best in personal finance from around the web. Americans are still idiots when it comes to investing (The Fiscal Times). If you can look past the insulting headline, there are some important
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New Fund Recommendations for May 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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1st Quarter Review: Stocks Pause to Digest Last Year’s Big Gains

In this recurring column, we take a look back at how the markets and SMI's investing strategies performed in the quarter recently completed. Both stocks and bonds posted decent gains in the first quarter of 2014, which
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May 2014 Issue of SMI Now Available

The May 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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Driving Yourself Poor

Does money often feel like it’s in short supply? Is “the latte factor” to blame? You know, that $5 fair trade double-shot skinny soy vanilla mocha espresso daily habit of yours? Yeah, that’s probably not helping. But the
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What Kind of "Soil" Are You?

When we asked our blog readers to share what they considered to be their biggest investing mistake, the "failure to begin investing at an earlier age" was one of the most frequently mentioned investment-related regrets.
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