Here is a place to explore thoughts and aggregate information about the SMI approach to investing. The official website is found at http://www.soundmindinvesting.com.

Asset Allocation over Time for 100% Stock

Category	2002 Bold/Wary	2003 Bold/Wary	2004	2005	2006	2007	2008	2009	2010	2011	2012	2013	2014
5 - Foreign	12/ 0%	16/ 0%	12%	16%	20%	22%	22%	20%	28%	24%	16%	20%	20%
4 - Small Company Growth	30/18%	24/28%	20%	24%	22%	22%	23%	22%	18%	22%	21%	16%	16%
3 - Small Company Value	24/26%	26/28%	24%	20%	16%	17%	13%	22%	18%	20%	21%	18%	18%
2 - Large Company Growth	20/26%	22/18%	20%	22%	24%	22%	25%	18%	18%	18%	21%	22%	22%
1 - Large Company Value	14/30%	12/26%	24%	18%	18%	17%	17%	18%	18%	16%	21%	24%	24%

Return Data

From a Feb 2010 article

• Historical Returns:

Returns older than above table:

100% Stock
Year	US Market	Just-the-Basics	Fund Upgrading
2000	-10.9%	-11.4%	-2.9%
1999	23.6%	28.2%	30.7%

• Returns by category:
  

• SMISectorFundHistoricalPerformance.XLS: SMI Sector Fund Historical Performance

Sector Rankings

• 2006-04-RANKINGS.xls: Sector Rankings - March

• 2006-05-RANKINGS.xls: Sector Rankings - April

• HistoricalPerformance2006.XLS: Historical SR performance from August '07

Comparison to other portfolios

http://socialize.morningstar.com/NewSocialize/forums/thread/2569772.aspx