Home >Articles

Articles from 11/2015

DAA — December 2015 Update

Heading into the final hour of trading, it appears that there will be no changes to the DAA lineup for December. (If in the unlikely event that this changes after the final numbers are in tonight, I'll post a follow-up
Continue Reading

Sector Rotation - December 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
Continue Reading

Stock Upgrading — New Recommended Funds for December 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
Continue Reading

Your 10 Most Important Financial Moves for 2016

You may be in the midst of planning for Christmas, but soon your thoughts will turn to 2016 and all you’d like to accomplish in the new year. We’re here to help with our annual roundup of planning suggestions, an
Continue Reading

How to Blend SMI’s Investing Strategies to Control Risk

Confounded by the vast array of options, many investors wish someone would just tell them exactly how to invest their portfolio. While SMI has always approached investing from more of a “buffet table” standpoint, where we
Continue Reading

Stealing From God

In December 1995, I began what has become a Christmas tradition here at SMI: offering, as a gift to our subscribers, a book that has been meaningful to me in my Christian walk. I do this to express appreciation for your
Continue Reading

The Risks of Using Dividend Stocks as an Alternative to Bonds

The most significant driver of the financial markets over the past seven years has been the relentless effort of the Federal Reserve and other global central banks to push down interest rates. These near-zero short-term
Continue Reading

Still Time for Year-End Tax Savings

As year-end approaches, you can exercise good stewardship by considering ways to minimize your tax liability. You should begin now so you will have time to take advantage of tax savings opportunities. (The
Continue Reading

Go Ahead, Buy More This Year

Articles warning about the dangers of overspending at Christmastime have become as predictable as ever-earlier Christmas sales. Even before Thanksgiving, articles appear, exhorting you to create a gift budget, go easy on
Continue Reading

The Danger in the Mirror and Other Points to Ponder

Simplicity is the ultimate sophistication “Finance is a simple industry made to look and sound complicated to justify fees. Active managers even use a Greek word—alpha—to describe what other industries call ‘doing your
Continue Reading