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Articles from 02/2017

DAA — March 2017 Update

There are no changes to the DAA lineup for March. 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 - March 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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SMI Mailbag

We receive questions from members via e-mail on a regular basis. Since some questions may be on the minds of other members as well, here are a few of the recent ones we’ve received along with our answers. Question: It
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Money Roundup: Investors Look Past the Headlines, What Sir John Might Think, and More

This week’s picks for the best investing and personal finance articles from around the web. Investors look past headlines as bull market roars ahead (NY Times). With eyes on the economy, investors see reason for
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The Next Step in Your Personal Financial Plan: Transitioning From myMoneyGuide to MoneyGuidePro

Over 525 Premium Members have already signed up for personal access to the award-winning myMoneyGuide® financial planning software, offered by SMI Advisory Services. 
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New Upgrading Recommendation

As promised yesterday, here is the new fund recommendation for SMI's Large/Value stock risk category.
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Stock Upgrading Special Alert: Urgent

In a highly unusual situation, we are pulling today's recommendation of Fairholme (FAIRX).
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Stock Upgrading — New Fund Recommendations for March 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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Things Are Not as They Seem

Sorting out the real from the illusory is one of the great challenges in investing, as in life. There’s often a disconnect between our perceptions and the underlying reality. Things are not as they seem. For
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Market Probabilities: What the Past Suggests About the Future

Even after the dreadful losses of 2008—and despite numerous past recessions and even a Great Depression—the remarkably resilient U.S. stock market has returned, on average, +11.5% per year since the
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