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Articles from 01/2018

DAA – New Recommendation for February 2018

There is one change to the DAA lineup for February. 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 – February 2018 Update

There is no change being made to the official SR recommendation for February. 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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Long-Term-Care Premiums Soar

The title above is taken from a Wall Street Journal article published in 2010. Since then, the situation has not improved. This is from a new WSJ story published a few days ago:
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Stock Upgrading – New Fund Recommendations for February 2018

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
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Bond Upgrading — New Fund Recommendation for February 2018

The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The
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2017 Year in Review: Strong Stock Market Lifts All Boats

The parallels between the current stock market and that of the late-1990s dot-com era grew stronger as 2017 unfolded. In both cases, the gains from an aged bull market continued to be strong as global economic growth
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Sector Rotation in Light of “Upgrading 2.0”

Sector Rotation is SMI’s most aggressive strategy, and historically has also been its most profitable. Since launching SR as a live strategy in November 2003, it has earned an annualized rate of return of +17.3%. SR’s
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How We Misthink Money

According to behavioral economics, many of your ideas about saving, spending, and investing are wrong — and they cost you more than you know.   Economist Dan Ariely explains how our irrational behavior interferes with
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Beating the Behavioral Blues With Biblical Wisdom

The study of finance and economics has undergone a radical shift in recent decades. Until recently, the foundation of economic theory was that individuals are “perfectly rational actors” (that is, we always made rational
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Reconnecting With the “Labs” in MoneyGuidePro®

It’s been one year since MoneyGuidePro®, the top-rated financial-planning software, became available to SMI premium members (by arrangement with SMI Advisory Services — an affiliated, but separate, company from the SMI
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