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Tracking Your Portfolio

Tracking performance details for your overall portfolio usually requires gathering information from multiple accounts and trying to put it all together into a unified whole. An online tracking platform can make that task
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-19

SMI's Personal Portfolio Tracker as well our monthly Fund Performance Rankings report are now available with mutual fund performance data updated through June 30, 2019. The Portfolio Tracker: The online Tracker
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Is Active Management Broken?

The S&P 500 has been on a great run, but market leadership doesn’t last forever. We don’t have to look far into the past for a vivid reminder that one decade’s leader can be the next decade’s
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-19

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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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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