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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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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We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Feb. 28, 2019.
The Portfolio Tracker: The online Tracker personalizes
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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
Continue Reading
Vanguard's decision last summer to adopt a largely no-fee model for exchange-traded funds (ETFs) was welcome news for SMI Upgraders, as well as for Vanguard account holders following our premium-level Dynamic Asset
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We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Dec. 31, 2018.
The Portfolio Tracker: The online Tracker personalizes
Continue Reading
SMI has long recommended Vanguard funds as the go-to vehicles for our Just-the-Basics strategy. But now Vanguard is facing stiff competition in the JtB space from both Fidelity and Schwab. Is it time to make a
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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
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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
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[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,
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