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Roundup: New Salvos from Schwab & Fidelity in the Brokerage Price War, CD Rates Start to Fall, and More

Here's our mid-February assortment of interesting reads on investing and other money-related topics. Read, learn, and enjoy!
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Gold & DAA

SMI's Dynamic Asset Allocation strategy provides investors with a tactical approach to investing in gold. The results of the past decade demonstrate how helpful that can be relative to allocating a higher static percentage
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A Quick Primer on Capitalism and Socialism (Plus One Lesser-Known Approach)

President Trump's declaration last week that "America will never be a socialist country" (video), followed by the release of the Green New Deal plan endorsed by many Democrats, has given rise to much discussion re: the
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Money Roundup: A Bucket Portfolio Stress Test, The Greatest Strength of an Investor, and More

Some of the best recent investing and personal finance articles from around the web.
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 1-31-19

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Jan. 31, 2019. The Portfolio Tracker: The online Tracker personalizes
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Wednesday Grab Bag

When I was a kid, there was always a certain allure to the "Grab bag" — the mysterious bag-o-stuff that didn't reveal its contents until after you bought it. As an avid young football card collector, I recall bouts of
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Money Roundup: Running With the Bull, Tying Yourself to the Mast, and More

Happy February! Here's our latest Roundup of interesting articles on investing, personal finance, and stewardship.
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DAA – New Recommendations for February 2019

There is one change to the DAA lineup for February. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains while minimizing (or even preventing)
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Sector Rotation – February 2019 Update

There is no change to the official SR recommendation for February. 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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Stock Upgrading – New Fund Recommendations for February 2019

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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