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Articles from 10/2018

DAA – November 2018 Update

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

There is no change being made to the official SR recommendation for November. 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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Putting the Bucket Approach to the Test

Just as significant market drops, such as the one we experienced last week, give all of us investors an opportunity to see how risk tolerant we really are, they also provide a valuable chance to see how having — or not
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Bond Upgrading – New Fund Recommendation for November 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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Stock Upgrading – New Fund Recommendations for November 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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Money and the Grace of Surrender

The request came from one of the disciples: “Lord, teach us to pray” (Luke 11:1). And Jesus did, providing His followers with an enduring model prayer that is both simple and profound. In the article below, excerpted
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Will You Panic When the Market Eventually Rolls Over?

“For God has not given us the spirit of fear, but of . . . a sound mind.” 2 Timothy 1:7 Investing can be challenging, not because the concepts are difficult to master, but because we are emotional creatures. The
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3rd Quarter Report: New All-Time Highs Mask Transitions Underway

Given the scary October we've endured, the third quarter (July-September) may feel like ancient history. It’s easy to forget how strong the market was during the typically weaker second and third quarters this year. That
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Duration: A Simple Way to Gauge Bond Risk

In early October, longer-term Treasury-bond yields crossed the proverbial “line in the sand” in the eyes of some bond observers. In just three days, the 10-year yield soared from 3.05% to 3.23%, reaching its highest level
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Your Retirement Planning Checklist

Before takeoff, airline pilots go through a checklist to make sure the flaps are in the right position, there’s enough fuel, and everything else is as it should be for a safe flight. While your retirement may not be a
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