The New York Times recently ran a series of charts designed to sum up 2020 economically. They showed how the pandemic has impacted employment, wages, home prices, and more.
But one of the most striking charts about what
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Here's our mid-January Round-up of articles on investing and personal finance. We hope you find them interesting and helpful.
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In an investing world that was fully SMI friendly, members who follow the Fund Upgrading strategy would be able to invest in any fund we recommend. Unfortunately, that's not the way things are for many Upgraders,
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Some of the best investing and personal finance articles from around the web.
Two worlds: So much prosperity, so much skepticism (Collaborative Fund). With apologies to Dickens, we're living a tale of two
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Fund-research firm Morningstar has finalized the year-end performance numbers, so we've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Dec. 31, 2020.
• The
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An interesting thing happens every time power shifts between the political parties in Washington — half the country immediately gets significantly more optimistic about the economy's prospects, while the other half
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The longer I’ve been an investor, the more I’ve seen the importance of managing expectations. Looking at annual returns gives you one impression of the market. You see that a certain year generated a solid return and
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There is one change to the DAA lineup for January. Read on for the full details.
DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains while minimizing (or even
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There is no change to the official SR recommendation for January. 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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We're posting the Roundup early since Friday is a holiday. (Tomorrow, look for the monthly strategy updates for DAA and Sector Rotation.)
Happy New Year!
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