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Category: Mutual Funds / ETF’s

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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Beware the Mutual Funds’ End-of-the-Year Tax Trap

December is the most dangerous time of the year for investors who own mutual funds in taxable accounts.* Here are some basics concerning taxes and mutual funds that can help you navigate what otherwise can be a tricky and
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 10-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 10/31/2017. The Tracker and FPR are typically updated monthly between
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Falling Stars

The Wall Street Journal created a stir with its takedown last week of research firm Morningstar's "star ratings" system for mutual funds. From the article, titled "The Morningstar Mirage" (behind paywall, but if you're
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Watch for Falling Prices

What a time to be an investor! Even as market indexes hit higher and higher levels, the overall cost of investing continues to fall. 
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 9-30-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 9/30/2017. The Tracker and FPR are typically updated monthly between
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Changing Hands

A couple of "news notes" today about fund-related acquisitions. First, brokerage firm TD Ameritrade (TDA) has completed its acquisition of Scottrade, as we noted in the October issue of Sound Mind Investing. (Scottrade
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A Primer on Selling One Mutual Fund and Buying Another

Most of SMI’s strategies are built on the idea of being invested in funds that are current outperformers. Funds whose momentum is waning must be sold and replaced with others that are showing superior strength at
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