We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through June 30, 2020.
• The Portfolio Tracker: The Tracker makes it possible to personalize SMI's fund rankings
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There has never been a year without twists and turns. But 2020 has been especially unpredictable, with the unfolding of circumstances that have directly affected the personal finances of most of the population.
No one
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Some of the best investing and personal finance articles from around the web.
Your 5-step guide to navigating a scary stock market (NY Times). “The best action to take might not involve your portfolio.”
We’re still
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We’re holding our Upgrading exposure for July steady. Here's why.
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In investing, as in sports, sometimes you're helped more by a solid defense than by an aggressive offense.
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We hope you’re benefiting financially from being an SMI member. But more than that, we want you to grow in Christ and in your role as a steward of God’s resources.
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Our investing strategy known as Fund Upgrading is based on the idea that if you are willing to monitor your mutual-fund holdings and replace laggards periodically, you can improve your returns.
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There are no changes to the DAA lineup for July. 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 July. 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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There’s much debate among economists about the likely path of our country’s recovery from the pandemic-fueled recesssion. Those who think about such things tend to talk in terms of “shapes.” So, in a series of surveys
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