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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)
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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
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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
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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
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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
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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
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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
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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
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Momentum: The Engine That Drives SMI’s Investment Strategies

SMI’s investing strategies don’t rely on subjective market predictions. They’re driven instead by momentum — an objective metric that’s guided our strategies for decades. Learn what momentum is and how we use it to help
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Reduced Fees, Lower Minimums Create Options For JtB Investors

SMI has long recommended Vanguard funds as the go-to vehicles for our Just-the-Basics strategy. But now Vanguard is facing stiff competition in the JtB space from both Fidelity and Schwab. Is it time to make a
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