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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-22

We've updated SMI's online Personal Portfolio Tracker with performance data through Sept. 30, 2022, and we've posted the September update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, read
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 8-31-22

We've updated SMI's online Personal Portfolio Tracker with performance data through Aug. 31, 2022, and we've posted the September update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, read
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 7-31-22

We've updated SMI's online Personal Portfolio Tracker with performance data through July 31, 2022, and we've posted the August update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, read the
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-22

We've updated SMI's online Personal Portfolio Tracker with performance data through June 30, 2022, and we've posted the July update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, read the
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Stock Indexes: Taking the Measure of the Market

News reports about how “the market” performed are based on "indexes" that reflect the performance of particular groups of stocks. The performance of those groups can vary widely.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-22

We've updated SMI's online Personal Portfolio Tracker with performance data through May 31, 2022, and we've posted the June update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, here is an
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Fund Facts: Stuff About Mutual Funds You May Not Have Known

The 2022 edition of the Investment Company Institute Fact Book, released in late May, serves up an abundance of data about the fund industry. (ICI is the trade association for the mutual fund business.) Here are a few of
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-22

We've updated SMI's online Personal Portfolio Tracker with performance data through April 30, 2022, and we've posted the May update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, here is an
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 3-31-22

We've updated SMI's online Personal Portfolio Tracker with performance data through March 31, 2022, and we've posted the April update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, here is
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Risk-Managing Big Gainers

Handling success can be one of the hardest things for an investor to do well. When a position is moving rapidly higher, it's often hard to know how to respond. Great problem to have, but a problem
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