There are no changes to the DAA lineup for August. 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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There is no change being made to the official SR recommendation for August. 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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As you probably know, most of SMI's investing strategies take advantage of the observable market phenomenon known as momentum.
Momentum — or "performance persistence" — is just what it sounds like. It means an investment
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As we head into the final weekend of July, here's our weekly collection of interesting reads on investing, personal finance, and stewardship.
Enjoy!
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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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July 26, 2018
Patrick O'Shaughnessy
The formative scars of the 2008 financial crisis have inclined many millennials (born between 1980-2000) to be more risk-averse than other post-World War II generations, favoring the safety of low-paying savings over
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After spending the first quarter of 2018 worrying about the return of inflation and volatility, investors found a new concern to obsess over in the second quarter: the possibility of a global trade war.
But unlike
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In investing, as in life, it’s important to manage your expectations. There’s nothing quite like an unmet expectation to drive misery and misbehavior. That helps explain why fewer people own stocks today than before the
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While preparing to do some teaching at my local church about managing money effectively as a couple, my research reminded me once again why money is often such a divisive issue between spouses. Study after study shows that
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Moving retirement money from a Traditional IRA, 401(k), 403(b), or other tax-deferred account to a Roth IRA is a bit like refinancing a home mortgage: you get long-term benefits, but only if you’re willing to bear
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