Sound Mind Investing

Overview

Growth of $10,000
Data time frame: 2001-2025
Strategy
Strategies
Wilshire 5000
Backtested Data
Actual Results
Strategy Avg. Annual
Return		 Best
12 Months		 Worst
12 Months		 Relative
Risk

Most Recent Strategies articles

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Stock Upgrading – New Fund Recommendation for October 2025
By Mark Biller
09/26/2025

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Quarterly Performance Reports

04/28/2026
1st Quarter Report: SMI Strategies Firing on All Cylinders
01/28/2026
2025 Review: Whole Portfolio Approach Delivers Solid Gains
10/29/2025
3rd Quarter Report: Markets Are Booming
07/29/2025
2nd Quarter Report: One for the Record Books!
04/29/2025
1st Quarter Report: Incremental Risk Management Sets Up Trade War Outperformance
01/29/2025
2024 Review: Strong Gains Power SMI Strategies to All-Time Highs
10/29/2024
3rd Quarter Report: Early Swoon, Late Boom
07/26/2024
Mid-Year Report: All-Time Highs, But Narrow Market Participation
04/26/2024
1st Quarter Report: Good-Bye Recession, Hello Inflation
01/26/2024
2023 Recap: The Good, The Bad, and the Ugly
10/27/2023
3rd Quarter Report: Which “Market” Are You Measuring?
04/26/2023
1st Quarter Report: A Bounce and a Banking Crisis
01/27/2023
2022 Recap: Double-Barrel Bear Market Hits Investors Hard
10/27/2022
3rd Quarter Report: New Lows
07/27/2022
Mid-Year Review: SMI Strong Through First Six Months of the Bear
04/27/2022
1st Quarter Report: The Bear Market Begins?
01/27/2022
2021 Recap: Markets Surge to All-Time Highs – But...

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