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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-21

We've just updated SMI's online Personal Portfolio Tracker with performance data through Sept. 30, 2021. And we've posted a new edition of our monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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DAA – October 2021 Update

There are no official changes to the DAA lineup for October, although we are changing one of the optional refinements. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in
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Sector Rotation – October 2021 Update

There is no change to the official SR recommendation for October. 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 – Updated Fund Recommendation for October 2021

Stock Upgrading is a mechanical strategy that involves owning mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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Understanding SMI’s Risk-Category System for Stock Funds

SMI is all about simplifying investing for the average investor. That's why we use a simple, standardized approach for classifying funds.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 8-31-21

We've just updated SMI's Personal Portfolio Tracker with performance data through Aug. 31, 2021, and we have posted a new edition of the monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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DAA – September 2021 Update

There are no official changes to the DAA lineup for September. 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
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Sector Rotation – September 2021 Update

There is no change to the official SR recommendation for September. 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 September 2021

We have two recommended changes this month in the Small Company category.
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Taking a One-Portfolio Approach to Your Investments

If you have a complicated array of investment accounts, we can help you organize them into a single, simplified portfolio.
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