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Articles from 08/2014

DAA - September 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 - September 2014 Update

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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Money Roundup: Why Time In the Market Trumps Market Timing, Buffett on Today’s Geopolitical Risks, 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. Time, not timing, is key to investing success (Washington Post -
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Money and Happiness: There IS a Connection if You Know What to Buy

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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Stocks Likely To Fall 30% Sometime In Next Five Years

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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For OIH Fans with Accounts at Schwab

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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Why the Prospects for Indexing Are Questionable in the Next Bear Market

Last week I wrote about the importance of investing a portion of your stock investing in companies outside the U.S. The September cover article goes into detail about how demographic shifts will affect future economic
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New Fund Recommendations for September 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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Dynamic Asset Allocation Offers a Smarter Way to Diversify

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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How SMI’s “Relative-Risk” Scores Alert You to Potential Losses

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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