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Articles from 01/2015

Why You Should Be Cautious About Overcommitting to Sector Rotation

"I can't believe I ate the whole thing!" Forty+ years ago, an advertising campaign for Alka-Seltzer featured that lament from a man who had overeaten, was suffering from indigestion, and couldn't sleep. The phrase entered
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Money Roundup: The Fed Sticks With Plan A, The Early January Non-Indicator, and More

This week’s picks for the best investing and personal finance articles from around the web. Unfazed by market swings, Fed sticks to mid-2015 hike scenario (Reuters). Although the Fed’s definition of “mid-year” stretches
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Reversion To The Mean: Good Or Bad News For Future Stock Returns?

Barron's ran an interesting article in their January 12 edition in which it argued Why the Stock Market Will Keep Climbing (subscription required). That position is nothing unusual — we see bullish (and bearish) arguments
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What’s Your Benchmark?

In many spheres of life, we play the comparison game — usually to our detriment. One day we’re perfectly content driving our five-year-old Ford. The next day, when our neighbor pulls up in a brand new car with all the
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A Winning Formula - In Sports and Investing

“The odds were stacked against us through the whole season.” — Ohio State quarterback Cardale Jones Ohio State’s unlikely victory over Oregon to claim the college football national championship can be traced, in part,
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Should SMI’s New Bond Upgrading Strategy Be Used for Short-Term Investing?

When we introduced our new bond Upgrading strategy in the January issue, one of the questions raised in the Comments section concerned its suitability for investing an accumulation fund: "How does this compare to the
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Money Roundup: Switzerland Shakes It Up, Unprovable ‘Truths’ About Investing, and More

This week’s picks for the best investing and personal finance articles from around the web. Here’s what the Swiss central bank just did and why it’s such a shocker (Businessweek). Once the picture of financial tranquility,
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Changes to the SMI Monthly Calendar

We're making some changes to the SMI monthly calendar. These changes are being made on an experimental basis, but if all goes smoothly, you'll be gaining access to some of our monthly fund information significantly earlier
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Are Upgrading’s Best Days Behind It?

When Dynamic Asset Allocation burst onto the scene in 2013, it didn't take long for readers to recognize that its historical combination of performance comparable to Upgrading while incurring significantly lower risk made
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SMI Strategy Returns for 2014

We'll cover all this in more detail in the February issue, but based on the incoming calls and emails, there are a fair number of readers who are eager to see how the various SMI strategies did last year. So here
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