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Category: Mutual Funds / ETFs

Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 8-31-18

We've just updated SMI's Personal Portfolio Tracker and also our monthly Fund Performance Rankings to reflect mutual-fund performance data through August 31, 2018. The Portfolio Tracker is our most popular web tool. It
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Cash, Money Markets, & SHY

We've written a fair amount recently about money market funds and other cash options. While that might seem like a boring subject in the midst of a bull run to new stock market highs, the reality is that interest rates
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Managed Payout Funds: Mutual Funds That Pay Like an Annuity

Building your retirement nest egg is a years-long challenge. Then comes another challenge: managing your retirement money in such a way that it lasts for the rest of your life (or even longer) and withstands the corrosive
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 7-31-18

Heads up! We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect mutual-fund performance data through July 31, 2018. The Personal Portfolio Tracker is our most
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 6-30-18

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect final mutual-fund performance data through June 30, 2018. (We try to post the Tracker and FPR updates between
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The Real Cost of Mutual Funds

At first glance, the cost of investing in a mutual fund seems straightforward. The net asset value (NAV) is the price of each share. For example, the NAV of the Allianz International Small Cap fund (AOPAX) as of this
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EFA’s Wild Ride Yesterday

Yesterday was a great illustration of a few principles SMI frequently preaches: Watching your investments too closely can cause heartburn Distributions can cause deceptive price action in specific funds/ETFs Relying
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 5-31-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through May 31, 2018. (The Tracker and FPR typically are updated between
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“Powershares” Rebranded to Invesco

SMI investors are going to start seeing the Invesco brand name quite a bit, following the re-branding of the "Powershares" line of ETFs this week. Invesco actually bought Powershares Capital Management way back in 2006,
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 4-30-18

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual-fund performance data current through April 30, 2018. (The Tracker and FPR typically are updated
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