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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Sound Mind Investing's currently recommended Sector Rotation fund has had a great August, gaining another 7%+ (through last night's close). In the five months we've owned this fund, it has gained more than 25%.
Extending
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What if you knew that certain types of purchases would make you happier than others? More specifically, what if you had seen some of the studies indicating that spending money on experiences tends to make people happier
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Under the article title, This is the chart that stock bulls don’t want you to see, Mark Hulbert relays the "frightening conclusion" of a new study reporting that "At some point in the next five years, the U.S. stock market
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In the latest issue, we announced a new recommendation—Alpine Realty Income and Growth—for the real estate component in our Optional Inflation Hedges portfolio. While that fund is available at our three recommended
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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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For decades, the accepted wisdom for diversifying a portfolio has been to own stocks for growth potential and bonds for stability. The mix between these two was altered depending on an investor's need for growth vs.
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SMI's standard advice when selecting funds from the Recommended Funds page is to choose the highest-ranked fund available to you at your brokerage irrespective of the fund's "relative-risk" score. We approach it this way
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Uncle Sam's EE savings bonds used to be an attractive deal. Introduced in the early 1980s, these safe bonds (backed by the "full faith and credit of the United States government") once paid an impressive 11% interest rate.
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Sometimes, I confess, retirement sounds pretty good! At age 69, I find myself increasingly attracted to the idea of taking an extended break. The freedom to relax and sleep in. And read. And putter in my den. And hang out
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