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Category: Mutual Funds / ETF’s

Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 7-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 7/31/2017. The Tracker and FPR are typically updated monthly between
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When a fund manager departs

You're invested in a well-performing mutual fund. The highly regarded fund manager appears to be at the top of his game. Everything is going great. Then the manager announces he is retiring, or perhaps leaving for greener
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 6-30-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 6/30/2017. 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 5-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 5/31/2017. 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 4-30-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 4/30/2017. 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 3-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 3/31/2017. 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 2-28-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 2/28/2017. The Tracker and FPR are typically updated monthly between
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The Changing ETF Landscape: Lower Fees, Different Alternatives

There’s good news for investors. ETF transaction fees continue to fall. Fidelity started the latest fee war, dropping their commissions on ETFs (and stocks) from $7.95 to $4.95. Schwab quickly matched Fidelity and then TD
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Understanding How Fund Distributions Affect Your Total Returns

We frequently get e-mails from members who follow our Fund Upgrading strategy and wonder why the returns they’ve calculated for various trades don’t match the ones we report. Without fail, the issue has to do with their
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 1-31-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 1/31/2017. The Tracker and FPR are typically updated monthly between
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