Home >Articles

Category: Mutual Funds / ETF’s

Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 10-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 10/31/2017. The Tracker and FPR are typically updated monthly between
Continue Reading

Falling Stars

The Wall Street Journal created a stir with its takedown last week of research firm Morningstar's "star ratings" system for mutual funds. From the article, titled "The Morningstar Mirage" (behind paywall, but if you're
Continue Reading

Watch for Falling Prices

What a time to be an investor! Even as market indexes hit higher and higher levels, the overall cost of investing continues to fall. 
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 9-30-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 9/30/2017. The Tracker and FPR are typically updated monthly between
Continue Reading

Changing Hands

A couple of "news notes" today about fund-related acquisitions. First, brokerage firm TD Ameritrade (TDA) has completed its acquisition of Scottrade, as we noted in the October issue of Sound Mind Investing. (Scottrade
Continue Reading

A Primer on Selling One Mutual Fund and Buying Another

Most of SMI’s strategies are built on the idea of being invested in funds that are current outperformers. Funds whose momentum is waning must be sold and replaced with others that are showing superior strength at
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 8-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 8/31/2017. The Tracker and FPR are typically updated monthly between
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 7-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 7/31/2017. The Tracker and FPR are typically updated monthly between
Continue Reading

When a Fund Manager Departs

You're invested in a well-performing mutual fund. The highly regarded fund manager appears to be at the top of his game. Everything is going great. Then the manager announces he is retiring, or perhaps leaving for greener
Continue Reading

Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 6-30-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 6/30/2017. The Tracker and FPR are typically updated monthly between
Continue Reading