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July 15, 2011

It's SMI's anniversary — and you get a gift!

An anniversary gift — for you!

A Free 30-Day Trial Web Membership!

July marks the 21st anniversary of Sound Mind Investing! We're celebrating by offering a 30-day trial web membership — just for the asking. Why try SMI? Read on!

Performance History

Past performance is no guarantee of future results but you can learn a lot about an investing strategy by studying its past returns. Does it zoom ahead of the market's returns one year, only to fall way behind the next? Has it demonstrated superior performance in both bull markets and bear markets, or is it primarily suited to one type of market environment?

Our Upgrading Strategy has managed to beat the market in 11 of the past 12 years, an impressive accomplishment. As the graph below makes clear, SMI's Just-the-Basics and Fund Upgrading investing strategies have proven their ability to protect and grow our readers' portfolios.

SMI Performance History
From 1999-2010, U.S. stocks gained a total of 41.0%, while SMI's Upgrading Strategy gained 185.0%.

SMI Performance Chart

Powerful Tools

401(k) Fund Tracker

SMI's 401(k) fund tracker allows you to follow the specific funds offered in your retirement plan. Each month you can access a custom report that ranks the funds in your plan. With a single click you'll learn what upgrades should be made in your 401(k) or other retirement-plan portfolio. If you have money in an employer-sponsored retirement plan, this feature alone is well worth the monthly cost of web membership!

401(k) Tracker

Income Portfolio Tool

Investment history shows that you can't expect steady and consistent growth every single year. However, history also provides a great starting point when considering fund selections. Our Income Portfolio Tools provide historical return data from 1996 through 2010 for any combination of Vanguard and Fidelity income-oriented funds you enter. This allows you to quickly and easily see the risk and return impact of various changes to your hypothetical bond portfolio.

Bond Portfolio Tool

NO LONG-TERM COMMITMENT. We want you to be completely satisfied. If SMI doesn't live up to your expectations, simply cancel your web membership within the first 30 days and you'll never be charged. No explanation necessary. This special offer is good only for a limited time, take advantage today!