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Category: Mutual Funds / ETF’s

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 3-31-18

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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Investing Math: Why the Numbers Don’t Always Add Up

Being an investor is tough enough with all of the investment choices available today (that’s why SMI is here!). But some investors make the challenges even greater by misunderstanding common — but important — numbers used
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 2-28-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through 2/28/2018. The Tracker and FPR typically are updated monthly
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SMI Private Client: Professional Management of Your Personal Portfolio Is Now Available

Have you ever wished you could keep up with the SMI strategies without having to devote as much time to it? Despite the newsletter’s best efforts to keep the SMI strategies as simple as possible, the
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SMI’s 2018 Broker Review: Choosing the Broker That’s Right for You

Since our last broker review three years ago, the online brokerage landscape has consolidated. TD Ameritrade acquired Scottrade in 2017 and is in the final stages of transferring those accounts to the TDA platform. This
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 1-31-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 1/31/2018. The Tracker and FPR are typically updated monthly between
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2017 Year in Review: Strong Stock Market Lifts All Boats

The parallels between the current stock market and that of the late-1990s dot-com era grew stronger as 2017 unfolded. In both cases, the gains from an aged bull market continued to be strong as global economic growth
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Upcoming Changes to the SMI Funds

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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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 12-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 12/31/2017. The Tracker and FPR are typically updated monthly between
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 11-30-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 11/30/2017. The Tracker and FPR are typically updated monthly between
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