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Articles from 03/2017

DAA — Preliminary April Info

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
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Sector Rotation - April 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: Seven Signs of a Bear Market, What Follows All-Time Highs, and More

This week’s picks for the best investing and personal finance articles from around the web — a day early this week because we'll have strategy updates for Dynamic Asset Allocation and Sector Rotation on Friday. What are
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Stock Upgrading — New Fund Recommendations for April 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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Diversification Means Always Having to Say You’re Sorry — and Why You Should Do It Anyway

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
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No Such Thing as “Normal”

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
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The Truth About P/E Ratios

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
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What If You Can’t Pay Uncle Sam?

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
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Giving to the Grandkids

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
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Easter Meditation: “That’s My King!”

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
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