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Articles from 01/2016

DAA — New Recommendation For February 2016 (Final)

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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DAA — New Recommendation For February 2016 (preliminary)

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
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Preliminary DAA Update

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 - February 2016 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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Money Roundup: What To Do When the Market Tumbles, Facing Your Fears, and More

This week’s picks for the best investing and personal finance articles from around the web — a day early this week since we'll have Dynamic Asset Allocation and Sector Rotation updates tomorrow. 6 tips for investors when
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Sorry About The Extra Fund Upgrading Emails!

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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Stock Upgrading — New Fund Recommendations for February 2016

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 February 2016

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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Resisting the Temptation of Market Timing

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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2015 Year-in-Review: Market Turning Point, or Just a Difficult Year?

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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