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Articles from 12/2016

DAA — New Recommendations For January 2017 (Part 2)

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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DAA — New Recommendations For January 2017 (Part 1)

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 - January 2017 Update

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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Money Roundup: The Year Market Forecasters REALLY Got It Wrong, Less is More, and Other Articles

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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Money Roundup: The Folly of Forecasting, Investing Fast and Slow, and More

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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Enhanced Just-the-Basics Update: Q1 2017 — and More

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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Stock Upgrading — New Fund Recommendations for January 2017

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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Is This a Good Market? Please Don’t Ask!

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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Rebalancing Your Portfolio for the New Year

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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How Federal Government Workers Can Make the Most of Their Thrift Savings Plan Options

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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