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Articles from 07/2016

DAA ā€” August 2016 Update

There are no changes to the DAA lineup for August. 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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Sector Rotation - August 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: Investor Mind Games, The Reach for Yield is Going Too Far, and More

This week’s picks for the best investing and personal finance articles from around the web.
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Stock Upgrading ā€” New Fund Recommendations for August 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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A Primer on When and Why to Own Gold

SMI’s last cover article on gold was more than five years ago. Since then much has changed in the economic outlook, and the metal has endured a prolonged, bruising bear market that knocked gold prices down 44%. SMI has
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A Primer on Buying Gold Bullion

Gold has a centuries-long history of serving as money due to several factors — it is durable, scarce, divisible into smaller units, easily transported, and readily hidden or stored. As you consider the many ways to profit
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2nd Quarter Report: Surprisingly Solid, Despite Brexit

It sounds crazy, but it’s true: this year, investors have been better off getting their income from stocks and their capital gains from bonds. Both are a function of the stunning bull market in bonds and illustrate how the
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The Good News: Higher Prices!
The Bad News: Higher Risk?

With the stock market hitting new all-time highs in July, the S&P 500 index of large U.S. companies has now climbed +221% since the last bear market ended more than seven years ago. The Russell 2000 index of smaller
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When Helping (Adult Children Financially) Hurts

Countless headlines warn that people are not doing enough to prepare for retirement. Mostly, the reports say, people aren’t saving enough. But for many near-retirees, another factor is putting their later-life financial
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Implementing SMIā€™s Just-the-Basics Strategy at Brokers Other Than Vanguard

Last month in A Peek Under The Hood of SMI’s Just-the-Basics Strategy, we discussed how this indexing strategy is designed to be the ultimate in simplicity. It uses only three stock funds (plus one bond fund if your asset
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