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Articles from 05/2021

Money Roundup: Lessons From an Investing Legend, Common Retirement-Planning Mistakes, and More

Some of the best investing and personal finance articles from around the web. 4 investing lessons from David Swensen (Of Dollars and Data). Learning from Yale’s famed chief investment officer.   What can you do about
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Planning to Succeed

The plans of the diligent lead to profit as surely as haste leads to poverty. - Proverbs 21:5 You’ve probably heard the adage, “Failing to plan is planning to fail.” The opposite is mostly true as well. I say “mostly”
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Sector Rotation — Mid-Month Fund Change

For the first time in Sector Rotation's 18 year history, we're making a change mid-month. Read on for the rationale behind this unusual move. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-21

SMI's Personal Portfolio Tracker has been updated with performance data through April 30, 2021. We've posted the May edition of our monthly Fund Performance Rankings (FPR) as well. It also features the latest month-end
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Money Roundup: Inflation’s Impact, It’s OK Not to Care, and More

Here's the Roundup for the first Friday in May! Stocks, bonds, and higher inflation (Charlie Bilello, Compound Capital Advisors). "Let’s take a look at how stocks and bonds have performed under various levels of
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Annual Seasonality Signal Triggered, But Think Twice Before Selling

Right on schedule, the stock market is dropping as we hit May. For those who may not be familiar with the old "Sell in May and go away" advice, this is a familiar annual seasonality pattern for the stock market. We'll
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SMI on the Radio: Good News on the Economy, But Don’t Throw Caution to the Wind (audio & transcript)

The economy is booming and the stock market has been humming. But are we headed toward a significant bout of inflation? SMI's executive editor Mark Biller offered insights on the economy and the markets last week on Moody
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Sector Rotation – May 2021 Update

There is no change to the official SR recommendation for May. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other
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