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Articles from 05/2014

DAA - June 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 - June 2014 Update

Sound Mind Investing's currently recommended Sector Rotation fund has had a good second month. The fund is now up +3.9% in the roughly two months we've owned it. Given that the fund it replaced is down -3.7% over that
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Money Roundup: Five Myths About Retirement, The Eerie Quiet of the Stock Market, and More

This week's picks for the best in personal finance from around the web — a day early this week because we'll have DAA and Sector Rotation updates tomorrow. 5 myths about retirement (Wall Street Journal). It may happen
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SMI On The Radio, Double-Header Edition

Mark and I were interviewed on separate radio programs recently, tackling questions about today’s economy, student loans, and more. Navigating today’s stock market The financial headlines suggest that the stock market has
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New Fund Recommendations for June 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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June 2014 Issue of SMI Now Available

The June 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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Money Roundup: The "Write" Way to Save, Imagining C.S. Lewis' Take on Tithing, and More

This week's picks for the best in personal finance from around the web---a day early this week since the June issue of the Sound Mind Investing newsletter will be ready tomorrow. Write it down: plan for retirement success
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The “Horrible Process” of Successful Stock Market Investing

There’s a common misunderstanding associated with success. Whether looking at someone at the top of their career or a great year in the markets, if you look only at the end result, success looks far easier and less painful
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Seasonal Investing - SMI Radio Appearance

I'm chatting on the radio today with Howard Dayton and Steve Moore of Compass — Finances God's Way. Our focus is on seasonal investing — the annual seasonality and election cycle patterns, and whether they should impact
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What Would You Tell Your Younger Investor Self?

If you could turn back time and start your investing “career” over again, what do you wish you had known then that you know now? The Wall Street Journal recently asked several members of its “Experts” panel something
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