Sound Mind Investing Upgrading Strategy
for period ending April 30, 2023
This portfolio is provided by Sound Mind Investing.
SMIFX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "SMIFX" at your favorite brokerage. See
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Risk vs. return for SMIFX: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolios.
Maximum Drawdown vs. Annual Return
●SMIFX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●SMIFX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
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Description Sound Mind Investing Upgrading Strategy gives investors access to a momentum portfolio that uses a variety of asset classes. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients used This portfolio invests in a variety of asset classes.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, Sound Mind Investing. The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing in a diversified portfolio of other investment companies using a "Fund Upgrading" strategy. This strategy is a systematic investment approach that is based on the belief of the fund's adviser, SMI Advisory Services, LLC, that superior returns can be obtained by constantly monitoring the performance of a wide universe of other investment companies, and standing ready to move assets into funds deemed by the Adviser to be most attractive at the time of analysis. The fund is non-diversified. You may consult www.smifund.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a mutual fund, you can purchase this directly through your broker using the ticker SMIFXSee How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "SMIFX" at your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers.
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You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending April 30, 2023
Downside Deviation vs. Annual Return
●SMIFX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●SMIFX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
●SMIFX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●SMIFX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
for period ending April 30, 2023
5-year graph ●SMIFX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending April 30, 2023
for period ending April 30, 2023
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.74 | 0.78 | 0.85 | 0.85 | 0.86 | 0.91 |
| to S&P500 (SPY) | 0.72 | 0.75 | 0.84 | 0.85 | 0.86 | 0.91 |
| to U.S. Bonds (BND) | 0.49 | 0.33 | 0.24 | 0.21 | 0.16 | 0.12 |
| to Commodities (DBC) | 0.86 | 0.53 | 0.62 | 0.58 | 0.50 | 0.61 |
| to Gold (GLD) | 0.17 | 0.16 | 0.11 | 0.09 | 0.04 | 0.11 |
