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, as discussed in
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Our most aggressive core strategy, Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Welcome to this primer on Sound Mind Investing’s most aggressive (and profitable) strategy. As we get started, look at Table A below. See the “SMI Sector Rotation” column? The one that shows average annualized returns of
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Is it good to be zealous? Depends on what you are zealous for, doesn’t it? The Apostle Paul wrote that “It is fine to be zealous, provided the purpose is good...” (Galatians 4:18).
What might that good purpose be? 19th
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Money — or rather the lack of it — is the most common concern that keeps Americans up at night. Some 72% of respondents to a recent American Psychological Association survey said they are stressed over their finances at
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Identity Theft Continues to Plague
$5.2 billion: How much the federal government lost by paying refunds on fraudulent tax returns in the 2013 filing season. Earlier this year, TurboTax temporarily suspended filing of
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February 25, 2015
Christine Benz
That stock and bond market returns will be rosy.
Most retirement calculators ask you to estimate what your portfolio will return over your holding period. It may be tempting to give those numbers an upward nudge to help
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February 25, 2015
Joshua M. Brown
The biggest threat to your portfolio is you.
China is not threatening your portfolio, nor is the price of oil or the level of the Fed Funds rate. What’s threatening your portfolio is the way in which you may react to any
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February 25, 2015
Heather Long
One of the biggest conundrums in the financial world is this: Survey after survey shows that women lack confidence when it comes to investing and retirement planning. Yet if you look at the actual results, women often
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