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Category: Mutual Funds / ETF’s

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 7-31-18

Heads up! We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect mutual-fund performance data through July 31, 2018. The Personal Portfolio Tracker is our most
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 6-30-18

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect final mutual-fund performance data through June 30, 2018. (We try to post the Tracker and FPR updates between
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The Real Cost of Mutual Funds

At first glance, the cost of investing in a mutual fund seems straightforward. The net asset value (NAV) is the price of each share. For example, the NAV of the Allianz International Small Cap fund (AOPAX) as of this
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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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