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Articles from 03/2022

Risk-Managing Big Gainers

Handling success can be one of the hardest things for an investor to do well. When a position is moving rapidly higher, it's often hard to know how to respond. Great problem to have, but a problem
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 2-28-22

We've updated SMI's online Personal Portfolio Tracker with performance data through Feb. 28, 2022, and we've posted the March update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, here is an
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Next-Gen Investors and the Opportunity of a Down Market

If you’ve been reading SMI content for a while, you’ve heard certain messages time and time again. Have a plan. Stay with your plan. The market moves in cycles. Time in the market trumps market timing. And on and on. But
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Money Roundup: Unpredictable, Unemotional, Unavailable, and More

Here is SMI's latest roundup of interesting articles on investing, personal finance, and stewardship. Predicting the future is hard (Ben Carlson, A Wealth of Common Sense). No one can reliably predict the markets. The
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Yield Curve Is Flashing Warning Lights

The reshaping of the government-debt "yield curve" isn't exactly a riveting news story. It doesn't command the kind of attention appropriately afforded to geopolitical conflict or rising prices at the gas pump.  Still,
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