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Articles from 10/2015

DAA — New Recommendation For November 2015 (Final)

After reviewing the final numbers, there is just one change to make this month in Dynamic Asset Allocation, and it is the same as was announced yesterday. DAA is a core portfolio strategy that is designed to help SMI
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Money Roundup: Vastly Underestimating Retirement Needs, Popular Social Security Strategy Going Away, and More

This week’s picks for the best investing and personal finance articles from around the web — a rare Saturday edition since we had strategy updates yesterday (If any links take you to locked articles, just do a search on
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DAA — New Recommendation For November 2015 (preliminary)

There is at least one change to make this month 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 minimizing (or even
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Sector Rotation - November 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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Stock Upgrading — New Recommended Funds for November 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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Bond Upgrading — New Fund Recommendation for November 2015

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 not change. These two funds provide stability to the portfolio.
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Double Vision

In his book, Mastering Life Before It’s Too Late, Tennessee pastor Robert Morgan says “Our days are not accidental or incidental. We have a heavenly Father who orders our steps and ordains our stops, who ordains our times
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Indispensable Stewardship Advice

If I told you today’s sermon was going to be based on the Parable of the Talents in Matthew 25, you might conclude (perhaps with a groan) that the topic was going to be stewardship. It seems to be the universal “go-to”
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3rd Quarter Review of SMI’s Investing Strategies

The first two quarters of 2015 were noteworthy for the unusual lack of volatility — the S&P 500 stock index traded in one of the narrowest ranges ever recorded through the first half of the year. But, as often seems to
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Don’t Look! Blissful Ignorance Can Be Your Investing Ally

This past August, the stock market broke out of a period of unusual calm by surprising investors with the first 10% correction in four years. The swiftness of the decline was shocking — stock prices fell as much as 8% on
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