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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 7-31-19

SMI's Personal Portfolio Tracker as well our monthly Fund Performance Rankings report are now available with mutual fund performance data updated through July 31, 2019. The Portfolio Tracker: The online Tracker
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SMI on the Radio: The Pros and Cons of Passive Funds and Active Funds (audio and transcript)

More and more investors are choosing passive funds over active funds. SMI executive editor Mark Biller explained both the upside and downside of that approach last week on Moody Radio's MoneyWise Live. Mark also answered
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Tracking Your Portfolio

Tracking performance details for your overall portfolio usually requires gathering information from multiple accounts and trying to put it all together into a unified whole. An online tracking platform can make that task
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-19

SMI's Personal Portfolio Tracker as well our monthly Fund Performance Rankings report are now available with mutual fund performance data updated through June 30, 2019. The Portfolio Tracker: The online Tracker
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Is Active Management Broken?

The S&P 500 has been on a great run, but market leadership doesn’t last forever. We don’t have to look far into the past for a vivid reminder that one decade’s leader can be the next decade’s
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-19

SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report are now available with mutual fund performance data through May 31, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-19

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report with mutual-fund performance data through April 30, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's
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Vanguard Announces Policy Change Unfriendly to Sector Rotation and 50/40/10 Investors

[We originally posted this article in mid-January when Vanguard announced a new policy limiting the availability of leveraged funds. In light of May's new SR recommendation — the first Sector Rotation change since
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 3-31-19

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report with mutual-fund performance data through March 31, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's
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Active Management Due For a Rebound

During a bull market, "active" strategies can be frustrating when they trail "passive" index investing. But active approaches can be worth their weight in gold when a bear market arrives.
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