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Articles from 09/2014

DAA - October 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 - October 2014 Update

Sound Mind Investing's currently recommended Sector Rotation fund was down slightly in September, however our six-month gain since it was first recommended remains a robust 27.2%. (The market was up just 4.5% during that
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Getting Started FAQ

I'm a bit overwhelmed by all this information. Where do I start? If you’re new to Sound Mind Investing and are not yet a member, start by reading the content in our Investing Basics tab. The 9 principles you'll read about
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Dollar Rally Punishing Foreign Stock Returns

We looked at a few details behind lagging small-company stock returns last Thursday. Today, I thought I'd do the same for foreign stocks. Once again turning to Bespoke Investment Group for a pretty illustration of the
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Money Roundup: What Retirees Know, Reasons Not to Dread a Downturn, and More

This week's picks for the best in personal finance from around the web. 10 things retirees won't tell you (MarketWatch). One of the best ways to prepare for retirement is to learn from those who are already there. After
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A Few Additional Small-Cap Facts

Hope you're enjoying the new October issue! As often happens, I found quite a bit more interesting information on small-company stocks than we were able to fit into this month's Level 3 article, so I thought I'd briefly
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October 2014 Issue of SMI Now Available

The October 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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Whither Gold?

Saw this catchy headline at MarketWatch this morning: "Gold Crashes and Is Now Tarnished for Good." Wow. "For good"? That's a long time. Let's dive a little deeper. First, a little history. Gold bullion mounted an
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Money Roundup: Investing Is In Your Genes, Lasting Impressions From The Great Recession, and More

This week's picks for the best in personal finance from around the web. How your personality affects your investment choices (Morningstar). Take the test and find out. Parents, the children will be fine. Spend their
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We Interrupt the Day’s News… to Give Thanks

I know, I really should be writing about investing. After all, Janet Yellen is speaking today! When are interest rates likely to go up? What will it mean for the markets? What else could possibly matter? But I keep
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