Home >Articles

Articles from 01/2015

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
Continue Reading

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,
Continue Reading

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
Continue Reading

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
Continue Reading

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
Continue Reading

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
Continue Reading

The “Silly Season” Arrives Every January

Merriam-Webster's dictionary tells us that the "silly season" is "a period (as late summer) when the mass media often focus on trivial or frivolous matters for lack of major news stories." Unfortunately, Wall Street
Continue Reading

Should My Strategy Mix Change As We Move Through Bull/Bear Market Cycles?

As the calendar flipped over to 2015 earlier this week, Matt and I both wrote brief articles dealing with the inevitability that bear markets always follow bull markets. As we near the end of this bull market's sixth year,
Continue Reading

Two Investment Lessons Worth Remembering

"People need to be reminded more often than they need to be instructed.” – Samuel Johnson The start of a new year is a good time to remember some core principles of wise investing, including the two that follow. Bull
Continue Reading

New Year Musings

Happy belated New Year! After a very busy 4th quarter here at SMI, I was able to unplug from the markets for a few days recently. It was nice to not think about money and investing for a while. I highly recommend
Continue Reading