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Articles from 09/2017

DAA — New Recommendation For October 2017

There is one change to the DAA lineup for October. 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 - October 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: Anticipating a Market Plunge, Retiring With a $0 Tax Bill, and More

Our latest picks for the best investing and personal finance articles from around the web. Investors expect a stock market plunge—and they are ready to buy (Bloomberg). Of course, we don’t advocate market timing. For a
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No Changes to Stock or Bond Upgrading for October

There are no changes to Stock or Bond Upgrading this month.
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Your Employer-Sponsored Retirement Plan

For many of us, a workplace retirement plan offers a tremendous opportunity to build wealth. But workplace plans can be confusing. Although most plans fall into one of two broad categories, within those categories there
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A Strategy for Minimizing Your Losses During the Next Bear Market

As an investor, what do you fear the most? Few things stir our emotions more, financially speaking, than experiencing a historically powerful bear market (such as the one that ran from late 2007 to early 2009). The fear
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The Guardrails of Diversification

This Level 3 “Broadening Your Portfolio” column frequently deals with specific investments you can add in an effort to increase diversification. But occasionally it’s good to pull back and take a wider view: establishing
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Protecting Your Information After the Equifax Hack

“On a scale of 1 to 10, this is a 10.” So said fraud analyst Avivah Litan about the recent cyber-theft at credit-reporting firm Equifax that potentially compromised the financial and identity information of more than 140
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A Primer on Selling One Mutual Fund and Buying Another

Most of SMI’s strategies are built on the idea of being invested in funds that are current outperformers. Funds whose momentum is waning must be sold and replaced with others that are showing superior strength at
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How to Manage Your Medical Records (and Why It’s so Important)

It doesn’t take very many years of life to amass a medical history. There are immunizations, allergies, medications, and dates of medical procedures. Think of this information as your medical profile. Having ready access
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