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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
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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
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Money Roundup: New Tax Brackets, New Year’s Resolutions, a New Perspective, and More

Here's our weekly roundup — posted a day earlier than usual to make way for tomorrow's end-of-month DAA and Sector Rotation updates.
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A Christmas Prayer

Father, we are in awe of what we celebrate this day. How can it be that the all-sufficient God of the universe became a helpless child resting in a feed trough? How can it be that the divine Word reduced Himself to
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Money Roundup: Tax Reform and Generosity, When Overbought Is Bullish, and More

Our latest picks for the best investing and personal finance articles from around the web.
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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
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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
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SMI’s 2018 Rebalancing Guide

As we discuss how to rebalance to your ideal portfolio allocation for 2018, remember that the most important characteristic of your portfolio — the factor that influences the performance of your portfolio more than any
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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
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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
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