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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.
Returns older than above table:
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
| I | Attachment | Action | Size | Date | Who | Comment |
|---|---|---|---|---|---|---|
 xls |
2006-04-RANKINGS.xls | manage | 25 K | 2006/03/21 - 07:20 | RickMach | Sector Rankings - March |
| xls |
2006-05-RANKINGS.xls | manage | 99 K | 2006/04/20 - 16:32 | RickMach | Sector Rankings - April |
 XLS |
HistoricalPerformance2006.XLS | manage | 107 K | 2007/09/27 - 14:24 | RickMach | Historical SR performance from August '07 |
| XLS |
SMISectorFundHistoricalPerformance.XLS | manage | 91 K | 2006/02/23 - 21:47 | RickMach | SMI Sector Fund Historical Performance |
 gif |
level4_table1.gif | manage | 40 K | 2010/07/09 - 14:15 | RickMach | Jan 2010 update |
| gif |
level4_table2.gif | manage | 39 K | 2011/03/25 - 19:38 | RickMach | Jan 2011 update |
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Topic revision: r26 - 2013/12/28, RickMach
Machs
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