There is one change to make to DAA for May. 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 preventing)
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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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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 updates for Dynamic Asset Allocation and Sector Rotation tomorrow.
When ‘enough’
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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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April 26, 2017
Charles D. Ellis
Time is Archimedes’s lever in investing. Archimedes is often quoted as saying, “Give me a lever long enough and a place to stand, and I can move the earth.” In investing, that lever is time (and the place to
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To the surprise of many, the post-election rally extended into the new year, with stocks rising mildly in January before pushing forcefully higher in February. While the market leveled out in March, the first quarter as a
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Today’s American workers are being forced to shoulder a much higher level of responsibility regarding their retirement finances than past generations. With Social Security projections showing significant shortfalls
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April 26, 2017
Faith Tibbetts McDonald
It’s been more than 20 years since this article was first published in Sound Mind Investing, yet it’s as timely and relevant as ever. We trust it will be a great encouragement to anyone considering going from two incomes
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April 26, 2017
R. Hal Moorman
John, age 60, lost his wife to cancer four years ago. He remarried last year. He now finds that he also has cancer. When he visits his attorney to update his will, he learns that, unless his new wife agrees to a change,
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Reasons for caution
“If there is no recession by 2020, we will have lived through the first decade in 120 years without one. But for that to happen, everything has to go right.” — John Mauldin, chairman of Mauldin
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