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:
level4_table2.gif

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:
    level4_table1.gif

Sector Rankings

Comparison to other portfolios

http://socialize.morningstar.com/NewSocialize/forums/thread/2569772.aspx
Topic attachments
I Attachment Action Size Date Who Comment
2006-04-RANKINGS.xlsxls 2006-04-RANKINGS.xls manage 25 K 2006/03/21 - 07:20 RickMach Sector Rankings - March
2006-05-RANKINGS.xlsxls 2006-05-RANKINGS.xls manage 99 K 2006/04/20 - 16:32 RickMach Sector Rankings - April
HistoricalPerformance2006.XLSXLS HistoricalPerformance2006.XLS manage 107 K 2007/09/27 - 14:24 RickMach Historical SR performance from August '07
SMISectorFundHistoricalPerformance.XLSXLS SMISectorFundHistoricalPerformance.XLS manage 91 K 2006/02/23 - 21:47 RickMach SMI Sector Fund Historical Performance
level4_table1.gifgif level4_table1.gif manage 40 K 2010/07/09 - 14:15 RickMach Jan 2010 update
level4_table2.gifgif level4_table2.gif manage 39 K 2011/03/25 - 19:38 RickMach Jan 2011 update
Topic revision: r26 - 2013/12/28, RickMach
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