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Category: Mutual Funds / ETFs

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-19

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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Vanguard Announces Policy Change Unfriendly to Sector Rotation and 50/40/10 Investors

[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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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 3-31-19

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
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Active Management Due For a Rebound

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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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 2-28-19

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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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 1-31-19

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
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 12-31-18

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
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Reduced Fees, Lower Minimums Create Options For JtB Investors

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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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 11-30-18

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
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Your 10 Most Important Financial Moves for 2019

Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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