Home >Articles

Articles from 12/2018

DAA – New Recommendations for January 2019

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)
Continue Reading

Sector Rotation - New Recommendation for January 2019

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
Continue Reading

Money Roundup: Strong-Economy Selloffs, The Lessons of Market History, and More

Some of the more interesting/helpful recent investing and personal finance articles from around the web.
Continue Reading

Bear Alert + A Few Market Observations

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
Continue Reading

What to Remember at a Time Like This

"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
Continue Reading

Merry Christmas to the SMI Family of Readers!

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
Continue Reading

Money Roundup: Overreacting to the Fed, Surveying the Damage, and More

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
Continue Reading

Stock Upgrading – New Fund Recommendations for January 2019

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
Continue Reading

Upgrading 2.0 Defensive Protocols Have Been Triggered

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
Continue Reading

Applying Upgrading 2.0 Signals to JtB or 401(k) Indexed Portfolios

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
Continue Reading