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Articles from 10/2014

DAA - November 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 - November 2014 Update

This month's decline has knocked Sound Mind Investing's currently recommended Sector Rotation fund down the rankings somewhat, but it's still up 17% over the seven months we've owned it. Here are the
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Money Roundup: The Lessons of Past Bear Markets, You Need More Than a Good Strategy, 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 strategy updates tomorrow. Bear markets are a learning experience. Really. (USA
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How Well Do You Know What The Bible Teaches About Generosity?

When I first proposed the idea of a workshop on biblical generosity at a church where I do some teaching, there was part of me that wondered what on earth I was getting myself into. And now, as the date draws near, that
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100% Of Economists: Dead Wrong

You may remember me writing early this summer about a recent survey in which 100% of economists had agreed that interest rates would rise over the following six months: It’s not that I disagreed with the conclusion — to
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Important Message to Users of SMI’s Monthly “Fund Perfomance Rankings” Report

I published SMI's first "Fund Performance Rankings" report in February 1991. It contained data on only 150 or so no-load stock and bond funds. Over the years the FPR has grown to now include data on more than 1,400 no-load
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November 2014 Issue of SMI Now Available

The November 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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Annual Seasonality Buy Signal Triggered - Fall 2014

The annual seasonality buy signal has been triggered today. I’m going to repeat some background about annual seasonality, then turn to the specifics of this particular signal. (If annual seasonality and MACD are old-hat
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500 Is the New 100

On October 19, 1987, the stock market had a nervous breakdown. I was there to watch, and I almost had one with it. The Dow dropped a little over 500 points. At the time, with the DJIA at 2,250, that was a 20%+ freefall!
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Money Roundup: Going Back to the Basics of Investing, Whether Investors Have Reason to Worry, and More

This week’s picks for the best in personal finance from around the web. Market turbulence serves as a reminder to tread lightly (NY Times). This is a good time to remember some of the most essential principles of
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