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Articles from 03/2018

DAA – April 2018 Update

There are no changes to the DAA lineup for April. 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 – April 2018 Update

There is no change being made to the official SR recommendation for April. 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: Economy Ramps Up, 200 Years of Momentum, and More

Since tomorrow is Good Friday, we're posting the weekly roundup a day early. Here's our latest collection of interesting articles on investing and other financial topics. U.S. economy grew at a pace very close to
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Stock Upgrading – New Fund Recommendations for April 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 “risk
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Higher Returns With Less Risk, Re-Examined

Over the past 25 years, SMI has developed multiple investing strategies, each with its own strengths, weaknesses, and attractive track record. An investor can use any of these strategies independently, of course, but
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An Unfavorable Election Cycle Is Close at Hand

One of the more interesting historical stock-market patterns is commonly referred to as “annual seasonality.” The main idea is that each year contains a six-month period which has been “favorable” for stocks (November
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An Easter Meditation: “Fasting for the King’s Coming”

There is a growing awareness among Christians that prayer with fasting is intended to be an integral part of the believer’s life. The following is excerpted from John Piper’s A Hunger for
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Finding the Right Prescription: How to Save on Medications

Looking in the mirror, Bill Kelley of Laguna Beach, Calif., noticed a mysterious rash on the side of his head. A few hours later, with a doctor visit behind him and a prescription in hand, Bill called his regular pharmacy.
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Investing Math: Why the Numbers Don’t Always Add Up

Being an investor is tough enough with all of the investment choices available today (that’s why SMI is here!). But some investors make the challenges even greater by misunderstanding common — but important — numbers used
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Knowing How Much You Rendered to God and to Caesar

Among the many things Scripture teaches about money, these two are abundantly clear: We are to honor God by giving the first of our income back to Him, and we are to pay our taxes. Honor the LORD from your wealth and from
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