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Articles from 08/2016

DAA — New Recommendations For September 2016

There is one change to make to DAA for September. 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 Announcement Coming After Market Close

The DAA situation is too close to call at this point, which likely means we won't be updating the recommendations until after the close of trading today. If the market breaks one way or the other and we can get the
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Sector Rotation - New Recommendation for September 2016

A new Sector Rotation fund is being recommended for September. 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
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“I Do Not Think It Means What You Think It Means.”

In the 1987 classic movie, The Princess Bride, there's a sequence where one of the characters keeps exclaiming, "Inconceivable!" Eventually, Inigo Montoya turns to him and says, "You keep using that word. I do not think it
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Stock Upgrading — New Fund Recommendations for September 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 September 2016

The 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. The
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Maximizing Your Social Security Lifetime Benefits

Social Security provides a vital safety net for retirees. Unfortunately, the program’s rules are complex and it’s easy to make irrevocable decisions that produce less-than-ideal outcomes.   This article, from the
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What Investing Newsletters Do That Financial Magazines Don’t

A well-stocked bookstore is likely to offer dozens of financial and business magazines. It usually takes a while for a newcomer to financial reading to gain a feel for their individual “personalities.” Many magazines
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Corporate Earnings Are Sending Mixed Messages About the Stock Market’s Future

If one were to ask a group of investors what factors drive the stock market, any number of answers might emerge. Fear and greed. The Federal Reserve. Interest rates. The business cycle. All of these are partial truths —
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Beyond the Passive vs. Active Investing Debate: SMI Uses Both

Today’s investing landscape is dramatically different than that of 25 years ago. One of the most significant differences is the huge shift in opinion related to the merits of passive investing (as practiced by index funds)
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