"What happened???!!!"
We've learned to expect that question when one of SMI's recommended funds appears to drop like a rock — as happened on Friday. Fortunately, this is a matter of "appearances can be
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Many stock funds have had considerable gains this year — and that means taxable distributions for investors with taxable accounts.
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We've just updated SMI's online Personal Portfolio Tracker with performance data through Oct. 31, 2021. And we've posted a new edition of our monthly Fund Performance Rankings (FPR).
New to the Tracker and FPR? Here's an
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One reason Charles Schwab & Co. has been an SMI recommended broker for many years is the company's large fund selection. Schwab offers about 7,500 no-load mutual funds.
More than 4,200 of those are "NTF" funds — they
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We've just updated SMI's online Personal Portfolio Tracker with performance data through Sept. 30, 2021. And we've posted a new edition of our monthly Fund Performance Rankings (FPR).
New to the Tracker and FPR? Here's an
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We've just updated SMI's Personal Portfolio Tracker with performance data through Aug. 31, 2021, and we have posted a new edition of the monthly Fund Performance Rankings (FPR).
New to the Tracker and FPR? Here's an
Continue Reading
"Slow and steady wins the race."
You may have learned that phrase long ago from the fable, "The Tortoise and the Hare." It's certainly an apt phrase for investors.
SMI's executive editor Mark Biller (pictured) discussed
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We've just updated SMI's Personal Portfolio Tracker with performance data through July 31, 2021, and also posted a new edition of our monthly Fund Performance Rankings (FPR).
New to the Tracker and FPR? Here's an
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Exchange-traded funds (ETFs) are surging in popularity — on pace to take in more money in just seven months this year than in any previous full year.
ETFs are not exactly new kids on the investment products block, having
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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
Continue Reading
