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Category: Mutual Funds / ETF’s

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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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 12-31-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 12/31/2016. The Tracker and FPR are typically updated monthly between
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Mutal Fund Trading Fees Decreasing

Fidelity has announced some good news for mutual fund investors: Short-term trading fees are going away for 75 of the company’s funds. That’s about half of the Fidelity funds that have carried such fees. The Sound Mind
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 11-30-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 11/30/2016. 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 10-31-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 10/31/2016. The Tracker and FPR are typically updated monthly between the 10th-14th of the
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The End Of An Era: American Funds Goes No-Load

When I was first learning the mutual fund business 25 years ago, there were two very separate and distinct types of funds: load and no-load. Load funds were those that charged a commission, which compensated the broker
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Why GLD Isn’t In The Fund Performance Rankings

Some have noticed that GLD, the vehicle for investing in gold that's a prominent piece of our DAA strategy, isn't included in the FPR. Here's an explanation, as well as a workaround for those who want to track its
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 9-30-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 9/30/2016. The Tracker and FPR are typically updated monthly between the 12th-14th of the
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Stock Indexes: Taking the Measure of the Market

One of the simplest portfolios to assemble is one that seeks to match the performance of the stock market (as opposed to one that attempts to “beat the market”). Index funds, such as those used in SMI’s Just-the-Basics
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