There is a second change to make to DAA for January. 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 one "for sure" change to make to DAA for January. There is also a good chance of a second change that will be announced later this afternoon. Read on for the full details.
DAA is a core portfolio strategy that is
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Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other strategies, it has generated especially impressive long-term returns, as discussed in Sector
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This week’s picks for the best investing and personal finance articles from around the web—a couple of days early this week since we'll have strategy updates on Friday.
The big lesson from 2016 for your retirement
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This week’s picks for the best investing and personal finance articles from around the web.
Wall Street’s annual stock forecasts: Bullish and often wrong (NY Times). “They are much worse than random chance alone would
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For those following our Enhanced Just-the-Basics (EJtB) strategy, first quarter 2017 recommended fund selections are now available. Be sure to read this entire article as an important strategy update follows the latest
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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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December 21, 2016
Peter Lynch
Peter Lynch became an investing legend managing Fidelity’s Magellan Fund during the 1980s, chalking up average gains of +28.5% per year for the entire decade. His 1989 book, One Up on Wall Street, became an instant
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An “asset class” is a broad category of investments that tend to have similar risk characteristics and respond similarly to market forces. The most common classes are stocks, bonds, real estate, commodities, and cash
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The Thrift Savings Plan (TSP), the U.S. government’s 401(k)-type retirement plan for federal workers, has undergone an important change since SMI last wrote about it. We’ll get to that change in a moment, but first a
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