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Articles from 05/2016

DAA — June 2016 Update

There are no changes to the DAA lineup for June. 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 - Update Coming After The Close

For those following DAA, it looks like there will be no changes to make this month, but we'll make the official announcement after today's close.
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Sector Rotation - June 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: Stop Worrying About a Market Crash, A Correction of a Different Color, and More

This week’s picks for the best investing and personal finance articles from around the web. Stop worrying about the stock market crashing! (Barron’s). History tells a very different story than investor sentiment. What’s
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Stock Upgrading — New Fund Recommendations for June 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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Why Patience Is a Profitable Virtue

Patience is one of the character traits displayed by those controlled by the Holy Spirit (Galatians 5:22). Patience also happens to be a profitable virtue for the investor.   But patience can be hard to come by in an
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A Stock Market History Lesson: Crises Are More Common Than Bear Markets

Before we ever risk a dollar in the stock market, there are some things we know ahead of time. We know that the stock market will rise and fall, sometimes violently. Right? We know that. We also know that economic
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Overcoming 5 Retirement-Savings Roadblocks

Magazines, newspapers, and websites publish countless articles about retirement preparedness. Many say future retirees aren’t saving enough. Some, surprisingly, say to relax — you won’t need as much as you think. We don’t
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How to Dollar-Cost-Average Into the SMI Investing Strategies

For the past two months in this column, we’ve been discussing an investing technique known as dollar-cost-averaging (DCA). This approach involves making set contributions into one’s investment account at pre-determined
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Leveraged Funds: Too Dangerous to Be Useful?

It’s the nature of the investing beast that the temptation to try to “get rich quick” is always lurking nearby. Our heads recognize the wisdom of Proverbs 21:5  — “Steady plodding brings prosperity; hasty speculation
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