Money Roundup: The Market Has a Dual Personality, The One Constant in the Market, and More
Our latest picks for the best investing and personal finance articles from around the web.
Category: Investing
Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 11-30-18
We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Nov. 30, 2018.
The online Tracker makes it possible to personalize SMI's
Roundup: Getting Around the Deduction Limit for Giving, When Gains Are Hard to Come By, and More
Here's our latest collection of interesting reads on investing, personal finances, and stewardship.
Grab a cup of hot chocolate and enjoy!
Yield Curve Mania Hits Stocks
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
DAA – December 2018 Update
There are no changes to the DAA lineup for December. 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
Sector Rotation – December 2018 Update
There is no change being made to the official SR recommendation for December. 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
Money Roundup: An Unlikely Market Champion, Year-End Money Moves, and More
Our latest picks for the best investing and personal finance articles from around the web.
Stock Upgrading – New Fund Recommendations for December 2018
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
Your 10 Most Important Financial Moves for 2019
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
How Fund Distributions Affect Fund Share Prices
[Editor’s note: Even though the market is up strongly in recent years, 2018 saw two substantial sell-offs. That’s why mutual fund “distributions” are likely to be a significant event this year. During those sell-offs,