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Articles from 06/2015

DAA - New Recommendation For July 2015

For the second time in the past three months, there is a change to make in Dynamic Asset Allocation. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while
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Sector Rotation - July 2015 Update

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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Enhanced Just-the-Basics Update: Q3 2015

For those following our Enhanced Just-the-Basics (EJtB) strategy, third quarter 2015 recommended fund selections are now available.
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Stock Upgrading — New Fund Recommendations for July 2015

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Status Report of Formerly Recommended Funds - July 2015

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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How to Be Rich

In this annual stewardship issue, we raise the question: Have you considered you might be rich? No, you may not feel rich. Rich is the other guy. 
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Budgeting Is About Having More

If you’re not crazy about the idea of using a budget, you’re not alone. Many people think of a budget as something you go on like a diet. Or they think of it as being about less — obsessively spending less on everything,
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Why It’s Essential to Plan Your Giving

Several years ago, a speaker at a missions conference in my church quoted the statistics that show more money is spent on both chewing gum and dog food in the United States than is given to foreign missions. I cannot
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If You’re Available, a Great Adventure Awaits!

Life is a series of deadline events. Whether it’s studying for an exam, training for an athletic event, shopping for a birthday gift, or planning a wedding, your opportunity for preparation ends when the deadline
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Are You Grappling with “Gray Areas” in Your Generosity?

As you start to get a bit gray around the temples, certain aspects of generosity may begin to look a little gray as well. For example, when the source of your income changes from salary to retirement savings, should that
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