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Category: Mutual Funds / ETF’s

EFA’s Wild Ride Yesterday

Yesterday was a great illustration of a few principles SMI frequently preaches: Watching your investments too closely can cause heartburn Distributions can cause deceptive price action in specific funds/ETFs Relying
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 5-31-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through May 31, 2018. (The Tracker and FPR typically are updated between
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“Powershares” Rebranded to Invesco

SMI investors are going to start seeing the Invesco brand name quite a bit, following the re-branding of the "Powershares" line of ETFs this week. Invesco actually bought Powershares Capital Management way back in 2006,
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 4-30-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through April 30, 2018. (The Tracker and FPR typically are updated
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Why Do All Mutual Fund Tickers End in “X”?

Maybe you've wondered why ticker symbols for all traditional mutual funds end with the same letter — the letter "X." I certainly have, so I decided to do some research. Here's what I found out. Ticker symbols, created in
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SMI Funds Update

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 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

If you’ve ever thought it would be nice to have your portfolio managed for you, the new “Private Client” offering from SMI Advisory may be of interest.
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