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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-21

We've just updated SMI's Personal Portfolio Tracker with performance data through June 30, 2021, and we've posted a new edition of our monthly Fund Performance Rankings (FPR) as well. New to the Tracker and FPR? Here's an
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-21

We've just updated SMI's Personal Portfolio Tracker with performance data through May 31, 2021, and we've posted the latest edition of our monthly Fund Performance Rankings (FPR) as well. For those new to the Tracker and
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-21

SMI's Personal Portfolio Tracker has been updated with performance data through April 30, 2021. We've posted the May edition of our monthly Fund Performance Rankings (FPR) as well. It also features the latest month-end
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The Crucial Difference Between “Yield” and “Total Return”

Depending on the market environment, the "total return" of an investment can work for you or against you.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 3-31-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through March 31, 2021. • The Tracker: SMI's fund-performance database tracks the monthly returns of more than
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 2-28-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Feb. 28, 2021. • The Personal Portfolio Tracker: SMI's fund-performance database tracks the monthly
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 1-31-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Jan. 31, 2021. • The Personal Portfolio Tracker: SMI's fund-performance database tracks the monthly
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Early Upgrading Returns Are Encouraging

The earlyl indications are that SMI's Stock Upgrading changes for 2021 are working.
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Can a Fund Become Too Popular?

Although containing general information about fund investing, this post likely will be of particular interest to members following SMI's Sector Rotation strategy. Mutual funds that are posting great performance numbers
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Tools and Tips for Finding Alternative Upgrading Funds

In an investing world that was fully SMI friendly, members who follow the Fund Upgrading strategy would be able to invest in any fund we recommend.  Unfortunately, that's not the way things are for many Upgraders,
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