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
Many American homeowners are re-embracing a once-popular method of generating cash: refinancing their home loans and getting cash out in the process.
Five years ago, in the continuing wake of the financial crisis, only 12
Continue Reading
This week’s picks for the best investing and personal finance articles from around the web.
How to stop being your own worst enemy in the stock market (MarketWatch). Practical ideas for taming your emotions.
This bull
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
May 25, 2017
Jonathan Clements
Jonathan Clements wrote a personal finance column at The Wall Street Journal for nearly 20 years. He also spent six years as Director of Financial Education for Citigroup’s U.S. wealth-management business. He is the
Continue Reading
SMI regularly suggests that one’s investing decisions usually can be made with little regard for what’s going on in the investment markets. This seems counterintuitive. Let us once again make our case, then we’ll apply it
Continue Reading
It’s a great time of year for the Pryors — Susie and I are getting ready to leave for our annual vacation on the Carolina beaches! While we’re there, we don’t buy newspapers, turn on the television, read any news, or do
Continue Reading
What’s an SMI member with a bad 401(k) plan to do? In this case, “bad,” means a plan with limited investment options. SMI’s Personal Portfolio Tracker, available to both Basic and Premium members, was designed with that
Continue Reading
Maybe you used to keep a spare house key under the welcome mat (or a nearby rock) in case you got locked out. Few of us do that anymore. We’ve grown too concerned about home security. But many of us still leave a spare key
Continue Reading
