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Articles from 10/2016

Annual Seasonality Buy Signal Triggered - Fall 2016

This post has the potential to be confusing, especially for newer readers. So let me begin by saying that if you don't know what the term "annual seasonality" means, you can safely ignore everything written here. For
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Remembering The Crash of 1987

Today is the anniversary of one of Wall Street's darkest days — Black Monday, October 19, 1987. It's hard to fully convey the extent of the damage: a 22.6% single-day drop, equivalent to over 4,000 Dow points today.
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How To Prepare Your Portfolio for the Coming Elections

Here's some good news about the market! Based on market history, the market dropping in October is nothing to worry about. It's merely setting itself up for a possibly monster year-end rally. That's the word from Mark
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The End of an Era: American Funds Goes No-Load

When I was learning the mutual fund business 25 years ago, there were two separate and distinct types of funds: load and no-load. Load funds were those that charged a commission, which compensated the broker who put the
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Why GLD Isn’t In The Fund Performance Rankings

Some have noticed that GLD, the vehicle for investing in gold that's a prominent piece of our DAA strategy, isn't included in the FPR. Here's an explanation, as well as a workaround for those who want to track its
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 9-30-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 9/30/2016. The Tracker and FPR are typically updated monthly between the 12th-14th of the
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Could All This Bad News Be Good News?

One of the harder concepts for newer investors to understand is the idea that the stock market is often best interpreted using "contrary" indicators. This means that when the bulk of the news is bad, that's often a
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Enhanced Just-the-Basics Update: Q4 2016

For those following our Enhanced Just-the-Basics (EJtB) strategy, fourth quarter 2016 recommended fund selections are now available.
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