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 preventing) losses during bear markets. The strategy involves using exchange-traded
Continue Reading
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
Continue Reading
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
Continue Reading
March 28, 2017
Daniel Crosby
In his award-winning book, The Laws of Wealth, behavioral psychologist Daniel Crosby explains the psychological pitfalls facing investors, plus he offers practical advice for avoiding those pitfalls
Continue Reading
By all accounts, 2008 was a most unusual year. The economy and financial system were rocked with abnormal events, and the prices of most financial assets fell sharply.
Ever since, many have been eagerly anticipating a
Continue Reading
Noted economist and fund manager John Hussman warns we’ve recently arrived at “the most broadly overvalued moment in market history.” Nobel prize-winner Robert Shiller warns “the market is way overpriced.”
Yet plenty of
Continue Reading
No one likes unexpected expenses, especially large unexpected expenses. This time of year, one such expense can be income taxes. You’re probably aware of this year’s April 18 filing deadline, but maybe you weren’t prepared
Continue Reading
March 28, 2017
Russ Crosson
I’m always amazed at grandparents who are unwilling to leave large sums of money to their own children because they weren’t trained to manage it well, but they will leave significant sums to grandchildren who can’t even
Continue Reading
March 28, 2017
Dr. S.M. Lockridge
Many years ago, before there was the Internet, email, and mp3 downloads, a small package arrived one day from my friend Ted DeMoss. It was a cassette with a brief six-minute message, one that had thrilled my friend’s
Continue Reading
What P/E ratios tell us … or don’t
“The market is way over-priced.’’ – Yale Economics Professor and Nobel Laureate Robert Shiller, who developed the cyclically adjusted price-to-earnings ratio (CAPE), a widely used
Continue Reading
