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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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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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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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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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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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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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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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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Here at SMI, we are not market timers and we don’t pretend to know what the market will do next. Importantly, we do not structure our investment strategies to require predictions or inputs regarding the future direction of
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It’s getting a little stormy out there on the market seas, which often feels uncomfortable and scary. Experienced investors expect times like this, but that doesn’t mean they like them.
Especially during such times, we
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