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Money Roundup: Staying Rational, Preparing for Weirdness, and More

Here's our mid-January Round-up of articles on investing and personal finance. We hope you find them interesting and helpful.
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God Is in Control

I'm going to show my age a bit here, but this song from 28 (!) years ago popped into my head this morning and its encouraging message seems worth sharing right now. Plus it has a fabulous early-90s
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Tools and Tips for Finding Alternative Upgrading Funds

In an investing world that was fully SMI friendly, members who follow the Fund Upgrading strategy would be able to invest in any fund we recommend.  Unfortunately, that's not the way things are for many Upgraders,
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Money Roundup: A Tale of Two Economies, Scripture in a Financial Chart, and More

Some of the best investing and personal finance articles from around the web. Two worlds: So much prosperity, so much skepticism (Collaborative Fund). With apologies to Dickens, we're living a tale of two
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 12-31-20

Fund-research firm Morningstar has finalized the year-end performance numbers, so we've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Dec. 31, 2020. • The
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How Should the Elections Impact Your Portfolio?

An interesting thing happens every time power shifts between the political parties in Washington — half the country immediately gets significantly more optimistic about the economy's prospects, while the other half
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How Well Did You Navigate 2020?

The longer I’ve been an investor, the more I’ve seen the importance of managing expectations. Looking at annual returns gives you one impression of the market. You see that a certain year generated a solid return and
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DAA – New Recommendation for January 2021

There is one change to the DAA lineup for January. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains while minimizing (or even
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Sector Rotation – January 2021 Update

There is no change to the official SR recommendation for January. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other
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Roundup: Buying at an All-Time High, How Your 2nd Stimulus Check Differs From the First, and More

We're posting the Roundup early since Friday is a holiday. (Tomorrow, look for the monthly strategy updates for DAA and Sector Rotation.) Happy New Year!
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