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Category: Mutual Funds / ETFs

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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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 12-31-20

Fund-research firm Morningstar has finalized the year-end performance numbers, so we've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Dec. 31, 2020. • The
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 11-30-20

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Nov. 30, 2020. • The Portfolio Tracker: Using the online Tracker, you can personalize SMI's fund rankings,
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Choosing the Right Type of Order for Your ETF Trades

The process required to buy and sell exchange-traded funds differs from that used to trade traditional mutual funds. Here's what you need to know.
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Fidelity Rolls Out Fractional Share Trading

SMI-friendly broker Fidelity now allows you to purchase exchange-traded funds in fractional shares. That's a game-changer.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 10-31-20

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Oct. 31, 2020. • The Portfolio Tracker: Using the online Tracker, you can personalize SMI's fund rankings,
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How SMI’s “Relative-Risk” Scores Alert You to Potential Losses

For Fund Upgraders who want to look a little deeper when choosing from among our recommended funds, SMI’s relative-risk numbers provide further insight.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-20

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Sept. 30, 2020. • The Portfolio Tracker: Using the online Tracker, you can personalize SMI's fund
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Buying Commodities to Hedge Against Inflation Risk

Want more direct inflation protection than the standard SMI strategies provide? Taking a little out of stocks to put into commodities is an easy way to get it.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 8-31-20

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Aug. 31, 2020. • The Portfolio Tracker: Using the online Tracker, you can personalize SMI's fund rankings,
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