Heads up! We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect mutual-fund performance data through July 31, 2018.
The Personal Portfolio Tracker is our most
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We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect final mutual-fund performance data through June 30, 2018.
(We try to post the Tracker and FPR updates between
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At first glance, the cost of investing in a mutual fund seems straightforward. The net asset value (NAV) is the price of each share. For example, the NAV of the Allianz International Small Cap fund (AOPAX) as of this
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Yesterday was a great illustration of a few principles SMI frequently preaches:
Watching your investments too closely can cause heartburn
Distributions can cause deceptive price action in specific funds/ETFs
Relying
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SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through May 31, 2018. (The Tracker and FPR typically are updated between
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SMI investors are going to start seeing the Invesco brand name quite a bit, following the re-branding of the "Powershares" line of ETFs this week.
Invesco actually bought Powershares Capital Management way back in 2006,
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SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through April 30, 2018. (The Tracker and FPR typically are updated
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Maybe you've wondered why ticker symbols for all traditional mutual funds end with the same letter — the letter "X." I certainly have, so I decided to do some research.
Here's what I found out. Ticker symbols, created in
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The SMI Funds, advised by SMI Advisory Services, are a separate business from the SMI newsletter.
However, given the significant interest in the SMI Funds among newsletter readers, we thought it would be helpful for the
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SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through March 31, 2018. (The Tracker and FPR typically are updated
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