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Articles from 03/2021

The Many Temptations of Money and Other Points to Ponder

Take-aways from a tumultuous year "One of the big lessons from 2020 is that risk is always present, even if we don’t always feel it. Things were smooth sailing until they weren’t. The other big lesson is that survival is
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One Year Ago

One year ago tomorrow — March 23, 2020 — the market's coronavirus crash hit bottom. No one knew it at the time. Here's an early morning report from the following day, via Value Line: After closing out their worst week
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SMI on the Radio: Why Interest Rates Are on the Increase (audio and transcript)

In the bond market, interest rates have been heading up — and rapidly. How might that affect your fixed-income investments and overall portfolio? SMI's executive editor Mark Biller offered insights earlier this week
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Is There a Best Time of Day to Make Trades?

With SMI increasingly using exchange-traded funds (ETFs) in our strategies, we receive a decent number of questions about how to buy and sell such funds. They’re not quite as easy as working with traditional mutual funds
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Are Stocks Really Overvalued?

One thing that makes it difficult to evaluate how good a deal stocks are at any given point in time is the measurement systems are constantly changing. Not only are there several different versions of popular valuation
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 2-28-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Feb. 28, 2021. • The Personal Portfolio Tracker: SMI's fund-performance database tracks the monthly
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Digging Into the Upgrading Back-Tested Numbers

I'm going to put a disclaimer here at the top of this article. What follows is a deep dive into the backtested data that informed the changes we made to Stock Upgrading at the beginning of 2021. We don't feel it's
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How College Financial Aid Really Works

For many families with college-bound children, how to pay for college can become one of their greatest financial challenges, both in practical terms (coming up with the money) and emotional terms (deciding on the “right”
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