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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 3-31-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through March 31, 2021. • The Tracker: SMI's fund-performance database tracks the monthly returns of more than
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 2-28-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Feb. 28, 2021. • The Personal Portfolio Tracker: SMI's fund-performance database tracks the monthly
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 1-31-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Jan. 31, 2021. • The Personal Portfolio Tracker: SMI's fund-performance database tracks the monthly
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Early Upgrading Returns Are Encouraging

The earlyl indications are that SMI's Stock Upgrading changes for 2021 are working.
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Can a Fund Become Too Popular?

Although containing general information about fund investing, this post likely will be of particular interest to members following SMI's Sector Rotation strategy. Mutual funds that are posting great performance numbers
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Tools and Tips for Finding Alternative Upgrading Funds

In an investing world that was fully SMI friendly, members who follow the Fund Upgrading strategy would be able to invest in any fund we recommend.  Unfortunately, that's not the way things are for many Upgraders,
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 12-31-20

Fund-research firm Morningstar has finalized the year-end performance numbers, so we've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Dec. 31, 2020. • The
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 11-30-20

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Nov. 30, 2020. • The Portfolio Tracker: Using the online Tracker, you can personalize SMI's fund rankings,
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Choosing the Right Type of Order for Your ETF Trades

The process required to buy and sell exchange-traded funds differs from that used to trade traditional mutual funds. Here's what you need to know.
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Fidelity Rolls Out Fractional Share Trading

SMI-friendly broker Fidelity now allows you to purchase exchange-traded funds in fractional shares. That's a game-changer.
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