Home >Articles

Category: Mutual Funds / ETFs

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
Continue Reading

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
Continue Reading

SMI on the Radio: Going Steady With Your Investment Plan (audio & transcript)

"Slow and steady wins the race." You may have learned that phrase long ago from the fable, "The Tortoise and the Hare." It's certainly an apt phrase for investors.  SMI's executive editor Mark Biller (pictured) discussed
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 7-31-21

We've just updated SMI's Personal Portfolio Tracker with performance data through July 31, 2021, and also posted a new edition of our monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
Continue Reading

Are Traditional Mutual Funds Going the Way of the Eight-Track Tape?

Exchange-traded funds (ETFs) are surging in popularity — on pace to take in more money in just seven months this year than in any previous full year. ETFs are not exactly new kids on the investment products block, having
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-21

We've just updated SMI's Personal Portfolio Tracker with performance data through June 30, 2021, and we've posted a new edition of our monthly Fund Performance Rankings (FPR) as well. New to the Tracker and FPR? Here's an
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-21

We've just updated SMI's Personal Portfolio Tracker with performance data through May 31, 2021, and we've posted the latest edition of our monthly Fund Performance Rankings (FPR) as well. For those new to the Tracker and
Continue Reading

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-21

SMI's Personal Portfolio Tracker has been updated with performance data through April 30, 2021. We've posted the May edition of our monthly Fund Performance Rankings (FPR) as well. It also features the latest month-end
Continue Reading

The Crucial Difference Between “Yield” and “Total Return”

Depending on the market environment, the "total return" of an investment can work for you or against you.
Continue Reading

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
Continue Reading