After reaching your Level 1 and Level 2 goals, or if you have a retirement account to manage, it's time to step up and put together a portfolio. Whether you are just starting to invest in stocks and bonds or already have sizeable investments, the recommendations here will assist you in constructing a well-balanced, diversified portfolio. Completing these first will help you fine-tune the recommendations in these portfolios to match your personal situation.
Keyed information is available for members only.
These sites may not reflect SMI's values or investment philosophy. They're like the training wheels on a bike. They're helpful to get you up and going, and you feel more secure having them guide you. But eventually you'll outgrow them. While not an official portfolio of SMI, this Getting Started section is offered as a guide to those who don't have large portfolios and are just beginning to get comfortable in their understanding and use of mutual funds.