There are no changes to make in Dynamic Asset Allocation this month.
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 preventing)
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Sector Rotation is a high-risk/high volatility strategy. While its peaks and valleys have been higher and lower than all other SMI strategies, it has generated especially impressive long-term returns, as discussed in
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This week’s picks for the best investing and personal finance articles from around the web—a day early this week because we'll have updates to our Dynamic Asset Allocation and Sector Rotation strateiges tomorrow.
Can your
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None of our offical recommended funds are being replaced this month. However, read on for news about two of our current recommendations.
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[This is the first change to our recommended bond fund since the new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do
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Beginning in April, SMI’s Stock Upgrading strategy shifted from providing four official fund recommendations in each stock category to listing only three. (See Simplify Your Fund Upgrading By Owning Fewer Funds for
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May 27, 2015
Howard Marks
Many investing fundamentals can be expressed in simple numerical terms. These numerical variables can then be manipulated in clever ways to create investing strategies designed to meet specific goals.
The problem is,
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This month’s cover article (What Risk Is – and Isn't) makes the somewhat controversial assertion that “risk cannot be measured.” Howard Marks’ point is exactly right: what is commonly measured and referred to as risk
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“We’d like to start prepaying our mortgage, but we can’t do that and invest for retirement. Which should have the priority?”
That’s a common question — and there’s no one-size-fits-all answer. Your age, tax bracket, how
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With an increasing number of people planning to work well into their 60s and beyond, it’s important to understand how the amount of money you earn in your later years can affect your Social Security (SS) benefits.
Working
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