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Articles from 07/2014

DAA - August 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 - August 2014 Update

Sound Mind Investing's currently recommended Sector Rotation fund has continued to rise in July, bringing its total gain to 20.4% in only four months (through last night's close). As a reference point, the Wilshire 5000 is
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Mutual Fund Investing: The Third Path

If you read the popular personal finance press, you’d think that mutual fund investing comes down to a choice between index funds and actively managed funds. Those who favor indexing love to point out how few actively
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Iraqi & Syrian Christians Need Our Help

This post is well outside our usual scope, but I'm going ahead with it in part because I'm hoping you can help me. Most of you are likely aware of the intense persecution our Christian brothers and sisters are currently
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Bubbles and Bear Markets

Roughly a month ago, Austin mentioned John Hussman in a post titled The Risks of Investing Based on Market Expectations. I was reminded of this post when I came across Hussman's latest commentary today, in which he states
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New Fund Recommendations for August 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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2nd Quarter Review: Markets Churn Beneath a Calm Exterior

In this recurring column, we take a look back at how the markets and SMI's investing strategies performed in the quarter recently completed. On the surface, the second quarter seemed like a routine win for both stocks and
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Money Roundup: So Many Funds/So Few Consistent Winners, Three Risk Management Mistakes, and More

This week's picks for the best in personal finance from around the web. Who routinely trounces the market (NY Times). This is why we believe in "fund infidelity," only staying with funds as long as they're winning. SEC
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Why Credit Cards Trump Debit Cards

For many years, popular personal finance teaching, especially in churches, has steered people away from credit cards and toward debit cards. But recent credit and debit card data breaches, such as the massive one
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Don’t Blink! The Hazards of Confidence

Today I have a very interesting and informative article from the New York Times that first appeared in 2011. Don't let the fact that it's three years old put you off—the author's observations on the human side of investing
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