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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 nine principles you'll read
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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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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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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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Small Cap Stocks Continue To Get Punched In The Mouth

I probably could have titled this post a bit more delicately, so my frustration with the topic wasn't so obvious. But I didn't, and it is. Why would the fact that small-company stocks have performed so poorly this year be
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Investing Wisdom from Thoreau and Callahan

"Our life is frittered away by detail. Simplify, simplify, simplify! I say, let your affairs be as two or three, and not a hundred or a thousand..." — Henry David Thoreau It struck me this morning that Thoreau, if he
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When What You Know Is True…Isn’t True

One of the most widely held beliefs since the financial crisis in 2008 has been that the Fed's printing will eventually crash the dollar. I run into this all the time when I talk to people. The reality: not only has this
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