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The Bullish Case

SMI members took some distinctively more bullish steps at the end of July, moving into both new and more aggressive funds within Upgrading and moving way up the risk ladder within Sector Rotation. With stocks already up so
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The Investor’s Challenge: Making Peace With Doubt and Disappointment

In James Clear’s powerful book, Atomic Habits, he recalls a conversation he had with an elite weightlifting coach. Clear asked him, “What’s the difference between the best athletes and everyone else? What do the really
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Sector Rotation – New Recommendation for August 2020

There is a new Sector Rotation fund being recommended for August. 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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DAA – August 2020 Update

There are no changes to the DAA lineup for August. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even preventing)
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Money Roundup: A Record Plunge, A Risk Reassessment, and More

Here's our latest collection of interesting reads on investing, the economy, and personal finance. U.S. economy plunges at titanic 32.9% rate in 2nd quarter and points to drawn-out recovery (MarketWatch). Consumer
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Sector Rotation — Waiting for Final End-of-Month Rankings

We've noted the past couple months that while our current Sector Rotation holding has been performing similarly to the broad stock market, it has been gradually falling down the SR rankings as a result of other funds
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Stock Upgrading – New Fund Recommendations for August 2020

Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. This article explains the Upgrading changes for the coming month.
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Are You Making Any of These Common Investing Mistakes?

It's human nature — people tend to learn more from their mistakes than their successes. We asked SMI members to tell us about their most significant investing mistakes — and what they learned from
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Managing Risk Within SMI’s Framework

SMI's “follow the system” method of sticking to clear, mechanical rules works nearly all the time. But there is one potential hitch in this risk-management process.
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2nd Quarter Report: Crisis Response Prompts Massive Rebound

It's been a crazy year! And the end of the 2020 economic-and-market story remains to be written. But at least during the second quarter, optimism paid off.
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