SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report are now available with mutual fund performance data through May 31, 2019.
The Portfolio Tracker: The online Tracker personalizes SMI's fund
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We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report with mutual-fund performance data through April 30, 2019.
The Portfolio Tracker: The online Tracker personalizes SMI's
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[We originally posted this article in mid-January when Vanguard announced a new policy limiting the availability of leveraged funds.
In light of May's new SR recommendation — the first Sector Rotation change since
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We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report with mutual-fund performance data through March 31, 2019.
The Portfolio Tracker: The online Tracker personalizes SMI's
Continue Reading
During a bull market, "active" strategies can be frustrating when they trail "passive" index investing. But active approaches can be worth their weight in gold when a bear market arrives.
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We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Feb. 28, 2019.
The Portfolio Tracker: The online Tracker personalizes
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We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Jan. 31, 2019.
The Portfolio Tracker: The online Tracker personalizes
Continue Reading
We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Dec. 31, 2018.
The Portfolio Tracker: The online Tracker personalizes
Continue Reading
SMI has long recommended Vanguard funds as the go-to vehicles for our Just-the-Basics strategy. But now Vanguard is facing stiff competition in the JtB space from both Fidelity and Schwab. Is it time to make a
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We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report to reflect mutual-fund performance data through Nov. 30, 2018.
The online Tracker makes it possible to personalize SMI's
Continue Reading
