DAA is a core portfolio strategy that is 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 is a high-risk/high volatility strategy. While its peaks and valleys have been higher and lower than all other SMI strategies, it has generated especially impressive long-term returns.
Sound Mind
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Goal setting is all the rage this time of year. Unfortunately, so is bashing the practice. Some have become tired of the whole New Year’s resolutions routine. It seems trite to them, unproductive.
It’s cool to be
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‘Tis the season for top 10 lists, which prompted us to take a look at the most popular Sound Mind Investing articles from 2014. They were identified based on the number of pageviews they generated as determined by Google
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Things will be fairly quiet here at SMI this week and next as several of us take some time off. For those following our Dynamic Asset Allocation or Sector Rotation strategies, the latest recommendations will be posted on
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The Sound Mind Investing office will be closed on Wednesday, December 24, for the Christmas holiday, and reopen on Monday, December 29.
If you need assistance in any of the following areas, please follow the instructions
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In the December issue, we explained How Fund Distributions Affect Fund Share Prices. In it, we made this point: "Before making a major purchase of shares in any mutual fund, check the fund’s website to see (1) if a
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Contrary to the famous movie quote, “You can’t handle the truth,” the bigger problem for many people when it comes to their finances is finding out the truth.
Clearly that’s the case with the financial press.
On December
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This coming Friday, we are planning to release the January issue of SMI, which will include our new 2015 stock and bond category allocations. One of the big themes you'll see discussed is the strengthening deflationary
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I want to update our members on two changes that we are making with respect to these two strategies.
First, SMI's "Bear Alert" (BA) indicator is alive and well. (Those unfamiliar with the BA can learn more here.) It's
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