There is one change to make to DAA for February. Read on for the full details.
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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There is at least one change to make to DAA for February. Read on for the full details.
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
Continue Reading
When the market closed last night, today's DAA changes looked pretty clear. Then the Bank of Japan surprised the world by shifting to negative interest rates, which sparked a huge rally in stocks (and REITs/real estate)
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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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Readers who are signed up for our Fund Upgrading emails have received multiple copies of the email.
We are looking into what caused that problem and how to keep it from happening again in the future.
Our apologies for
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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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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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The siren song of market timing persists despite overwhelming evidence that most who attempt it fare poorly. With two punishing bear markets fresh in recent memory, investors can be forgiven for wanting to avoid the next
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By the measure of the most-watched market indexes, the stock market provided investors with a seventh straight year of gains in 2015. But it doesn’t take much digging to see the stock market as a whole had a relatively
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The stock market has found itself in troubled waters lately. The first 10% correction in four years arrived last August, and those levels have since been breached in the early weeks of 2016. You need a well-defined and
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