Home >Articles

Articles from 12/2017

DAA – January 2018 Update

There are no changes to the DAA lineup for January. 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
Continue Reading

Sector Rotation – January 2018 Update

There is no change being made to the official SR recommendation for January. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's
Continue Reading

SMI’s Fund Upgrading Strategy Evolves: Introducing Upgrading 2.0

The lack of true downside protection has long been a concern for those using SMI’s Fund Upgrading strategy. Fortunately, recent developments in the study of momentum have laid the foundation for a new defensive protocol
Continue Reading

No Changes to Stock or Bond Upgrading for January

There are no changes to Stock or Bond Upgrading this month. However, there is a very significant change being made to the Upgrading strategy this month. Be sure to read SMI’s Fund Upgrading Strategy Evolves: Introducing
Continue Reading

What’s on Your “To-Be” List for the New Year?

New Year’s resolutions usually are focused on what to do in the year ahead, such as losing weight or getting out of debt. However, of the many sermons I’ve heard since becoming a Christian at age 29, one that’s stayed
Continue Reading

How Time Can Turn $3,000 Into $50 Million

[Editor’s note: If you’re the parent or grandparent of a baby, how would you like to make a small one-time investment that could grow mostly tax-free and ultimately provide your child/grandchild with a comfortable
Continue Reading

6 Steps to Creating a Long-Term Investing Plan

In light of James 4:13-14, some Christians feel uneasy about engaging in long-term financial planning: “Come now, you who say, ‘Today or tomorrow we will go to such and such a city, and spend a year there and engage in
Continue Reading

Adventures in Forecasting and Other Points to Ponder

The nature of bubbles “…the toughest thing about Bubbles is that they go on longer than most investors would think and, in fact, usually rise at an exponentially faster rate as we get close to the crescendo. Jeremy
Continue Reading

January Sightings

Turning the Tide Against Cholera [Note: This isn’t about finances, but isn’t it nice to start the year with news that everyone can agree is good?]
Continue Reading

Toward a More Joyful Christmas

If you're looking to celebrate Christmas with more joy and less debt, Hundred Dollar Holiday is a book with some helpful insights and suggestions.
Continue Reading