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Articles from 08/2021

DAA – September 2021 Update

There are no official changes to the DAA lineup for September. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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Sector Rotation – September 2021 Update

There is no change to the official SR recommendation for September. 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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Graduate-Level Lessons in Debt

In several recent articles, we’ve been looking at how well prospective college students and their parents understand the cost of college and the implications of student loans. The broad conclusion? Too many such students
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Stock Upgrading – New Fund Recommendations for September 2021

We have two recommended changes this month in the Small Company category.
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Taking a One-Portfolio Approach to Your Investments

If you have a complicated array of investment accounts, we can help you organize them into a single, simplified portfolio.
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The Heart of the Matter

In The Sound Mind Investing Handbook, you're likely to find financial content unlike anything you’ve read before. That's because it's about much more than money.
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A Great Strategy Gets Better: Inside Recent Sector Rotation Changes

We took SMI's Sector Rotation strategy back to the laboratory — and found tweaks that may not only improve performance but also reduce risk.
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How to Panic-Proof Your Investing

Panicking during a market downturn can do more harm than good. Here are four suggestions that will help you keep a steady hand on the tiller when the market seas get choppy.
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The Risks of Using Dividend Stocks as an Alternative to Bonds

Dividend-paying stock funds can be a helpful tool in creating a portfolio that generates current income. But don’t overlook their inherent risks. 
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Rational Irrationality and Other Points to Ponder

Notes, quotes, and anecdotes.
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