Resources
Calculators
-
Use this calculator to determine the allocations for each risk category in SMI's Fund Upgrading strategy.
View resource -
Use this calculator to determine the allocations for each fund in SMI's Just-the-Basics strategy.
View resource -
50/40/10 is a blended approach that allocates 50% of a portfolio to SMI's Dynamic Asset Allocation strategy (DAA), 40% to Fund Upgrading, and 10% to Sector Rotation (SR).
View resource -
SMI's retirement-planning worksheets can be found in Chapter 19 of The Sound Mind Investing Handbook. If you'd like an online option, here are calculators to consider.
View resource -
This calculator will show you how much time and money you could save by paying off your debts using the "rollover" method.
View resource