There are two changes to the DAA lineup for January. Read on for the full details.
DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains while minimizing (or even preventing)
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There is a new Sector Rotation fund being recommended for January. 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 other
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Some of the more interesting/helpful recent investing and personal finance articles from around the web.
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It's very unusual for the stock market to fall as far and as fast as it has this December. This type of decline is what we normally see at the end of long bear markets, not at the beginning. But the market isn't a
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"People need to be reminded more often than they need to be instructed." – Samuel Johnson
For some investors, the last few months have been unsettling. After reaching an all-time high of 2,931 on September 20th, the S&P
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On this Christmas Eve, enjoy reflecting on this ancient promise from the Book of Isaiah. It was written 700 years before "the fullness of time" finally arrived, when "God sent forth his Son, born of woman" (Galatians 4:4
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Here is our Winter solstice roundup of recent reads on investing and personal finance. (Even if the market doesn't bounce back right away, at least we know the minutes of daylight will grow from this point!)
Treasury
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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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After setting an all-time high in September, the stock market has slid into “correction” territory. In light of the pace and extent of the decline, Upgrading’s new 2.0 defensive protocols have been activated, reducing the
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If you're following SMI's Just-the-Basics strategy or are using index funds in your 401(k) plan, you may want to take a cue from Upgrading 2.0 and reduce risk during the market pullback. Here's
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