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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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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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Successful Stock-Fund Upgrading Requires Owning Only 5 Funds

SMI’s Fund Upgrading strategy diversifies your portfolio across five stock categories. Within each category, we recommend three fund options. If you wish, you can invest in all three funds in each category. However, we
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Watching, Waiting, Planning, Working

“The end times are at hand and you want me to set up a plan?” Years ago, we sent out several thousand letters to Christians who we thought might have an interest in a resource such as SMI, one that could help them set up
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Choosing a Strategy You Can Stay With and Other Points to Ponder

Forecasters never learn, and never stop “Economic analysis colored by political bias equals awful investing advice.”— Money manager/blogger Barry Ritholtz, writing in Bloomberg View on 12/14/16, about one of the many
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Mutual Fund Trading Fees Decreasing

Fidelity has announced some good news for mutual fund investors: Short-term trading fees are going away for 75 of the company’s funds. That’s about half of the Fidelity funds that have carried such fees. The Sound Mind
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