How you divide your money among types of investments is your most important investing decision. We explain how SMI's strategies handle this key step in the investing process.
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Savers and investors have long had two options for the bond portion of their portfolio: individual bonds or bond mutual funds. Now a third option is available that blends the best aspects of
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The new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio.
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Compared to stocks, bonds can seem rather dull and uninteresting. But bonds can play an important role in your portfolio, as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise Live. He also
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The stock market suffered another day of steep losses yesterday, with the S&P 500 falling -3.2%. Small stocks were hit even harder, with the Russell 2000 down -4.4%. It was the fifth day so far in 2018 that the S&P 500 has
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Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The
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In early October, longer-term Treasury-bond yields crossed the proverbial “line in the sand” in the eyes of some bond observers. In just three days, the 10-year yield soared from 3.05% to 3.23%, reaching its highest level
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It’s been nearly six years since SMI launched the Dynamic Asset Allocation strategy (DAA). It’s understandable why some investors have been disappointed with its recent performance relative to the U.S.
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The winds of change blew through the financial markets in February, leading to the first stock-market correction (a decline of at least 10% from the previous high) in two years. What caused the correction, and
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