There are no changes to the DAA lineup for September. 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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For the first time in two years, a new Sector Rotation fund is being recommended for September. Read on for the details.
Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more
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Money-market mutual funds, languishing since the financial crisis and Great Recession, are starting to yield better returns — making such funds an increasingly attractive vehicle for savers, as well as for investors
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August 29, 2018
Brian Portnoy
“Your own behavior is by far the most important factor in investment success.” So says Brian Portnoy, author of The Geometry of Wealth. In this excerpt from the book, he explains how automating your investment decisions
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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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In March 2018, SMI Advisory Services announced that professional management of individual accounts using the SMI strategies was being offered for the first time. SMI members responded
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Most of the investing world hailed the current bull market taking over the crown as the “longest bull in history” on August 22. While there were a few dissenters arguing over that distinction, by most measures, the current
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The Bible has a lot to say about money. With more than 2,350 verses devoted to it, it’s one of the most heavily discussed topics in Scripture. Obviously, all of those verses are important, or they wouldn’t be included in
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Building your retirement nest egg is a years-long challenge. Then comes another challenge: managing your retirement money in such a way that it lasts for the rest of your life (or even longer) and withstands the corrosive
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With the stock market near its all-time highs, it’s easy to get complacent. There’s a tendency to forget the pain of the last bear market, take on more risk than we should, and minimize the importance of basic financial
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