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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The earlyl indications are that SMI's Stock Upgrading changes for 2021 are working.
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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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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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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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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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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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SMI-friendly broker Fidelity now allows you to purchase exchange-traded funds in fractional shares. That's a game-changer.
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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,
Continue Reading
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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