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Articles from 02/2017

Understanding How Fund Distributions Affect Your Total Returns

We frequently get e-mails from members who follow our Fund Upgrading strategy and wonder why the returns they’ve calculated for various trades don’t match the ones we report. Without fail, the issue has to do with their
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Student Loans Tarnishing the ‘Golden Years’

Much has been made of all the stress and strain education debt is inflicting on young college grads. But the fastest growing segment of the population with burdensome school debt isn’t the young. It’s borrowers who are
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Optimism Is Up, and Other Points To Ponder

Dow sets a record “The optimist will say ‘of course things turned out okay.’ The pessimist will say ‘just you wait.’ The intelligent investor will say ‘it is what it is.’” — Josh Brown, blogger at The Reformed Broker,
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Sighting: Dow 21,000 Is in Sight, but Many Stocks Are Getting Left Behind

[In February], investors have enjoyed perfection: All four major averages have snagged consecutive new record highs and the S&P 500 has climbed for 12 of the last 14 sessions [as of February 22]. Interest rates remain low.
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Sighting: Transforming Your Basic Advantage Into a Basic Disadvantage

The longer I’m involved with the markets the less I find myself paying attention to the daily, weekly or monthly gyrations. Some investors are able to watch every tick in the markets with complete indifference but it seems
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‘Tell Me Again, What Exactly Does SMI Do?’

A long-time friend wrote to me recently, asking, in essence, the question in this article’s headline. On a high level, he knows SMI does something in the investment space. But as he’s become less satisfied with how his
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Investors Don’t Experience “Average” Returns

Much of our focus the first six weeks of this year has revolved around financial planning — specifically the MoneyGuidePro® offer recently extended to SMI Premium Members by SMI Advisory Services. The cover article of our
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Tales From the Frontlines of Retirement

If you want to know how things might turn out — whether trying a new restaurant or making a mid-life career change — ask those who’ve gone before you. That’s what The Wall Street Journal did recently to help pre-retirees
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 1-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 1/31/2017. The Tracker and FPR are typically updated monthly between
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Beware Party-Tinted Glasses

Investing based on your political beliefs/expectations is a terrible idea. We've touched on this theme a few times since the election, but I continue to see comments and questions that relate to it, so I'm briefly delving
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