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Category: Mutual Funds / ETF’s

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 1-31-19

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
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Vanguard Announces Policy Change Unfriendly to Sector Rotation and 50/40/10 Investors

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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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 12-31-18

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
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Reduced Fees, Lower Minimums Create Options For JtB Investors

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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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 11-30-18

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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Your 10 Most Important Financial Moves for 2019

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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How Fund Distributions Affect Fund Share Prices

[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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Parking Your Brokerage-Account Cash in a Money-Market Fund

When SMI has written about managing cash, typically it’s been in the context of building a savings reserve via a bank-based savings account. We haven’t focused much on the cash-management options within brokerage accounts
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Just Released: Personal Portfolio Tracker With New Responsive Interface for Smartphones and Tablets

We've just updated SMI's Personal Portfolio Tracker as well as our monthly Fund Performance Rankings to reflect mutual-fund performance data through Oct. 31, 2018. But that’s not all. As of today, the Tracker is now
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 9-30-18

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings to reflect mutual-fund performance data through Sept. 30, 2018. The Portfolio Tracker is our most popular web tool. It
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