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Category: Bond Investing

The Bond Market Is Shouting, But Is the Fed Listening?

The Federal Reserve’s desire to raise short-term interest rates has been clearly communicated for many months. It has been the key issue driving the investing markets all year (at least until last week's Brexit vote), and
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Bond Upgrading — New Fund Recommendation for February 2016

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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2016 Begins With A Roar

It didn't take long for the stock market to make a mark on the New Year, kicking things off today with a 2% loss. Expect market commenters to deluge us in the days ahead with interpretations of what today's drop "means."
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Striking a Blow For Simplicity in SMI’s 2016 Upgrading Allocations

As we discuss our suggested portfolio allocations for 2016, remember that the most important characteristic of your portfolio — the factor that influences the performance of your portfolio more than any other — is the way
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The Risks of Using Dividend Stocks as an Alternative to Bonds

The most significant driver of the financial markets over the past seven years has been the relentless effort of the Federal Reserve and other global central banks to push down interest rates. These near-zero short-term
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Bond Upgrading — New Fund Recommendation for November 2015

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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Cash Is Trash? Think Again.

This post may come as a bit of a surprise, because admittedly SMI has never been a big proponent of holding cash within an investment portfolio. Generally speaking, we think those who tend to "raise cash" in anticipation
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Debunking Market Myths

Financial theorist William Bernstein once said, “Investment wisdom begins with the realization that long-term results are the only ones that matter.” Yet, while markets produce relatively consistent returns over the long
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Bond Upgrading — New Fund Recommendation for September 2015

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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Understanding the Important Difference Between “Yield” and “Total Return”

Yield and total return are concepts SMI has historically discussed in relation to bonds or other savings vehicles. But because our Dynamic Asset Allocation (DAA) strategy recently presented a scenario involving these
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