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Articles from 01/2019

DAA – New Recommendations for February 2019

There is one change to the DAA lineup for February. 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 – February 2019 Update

There is no change to the official SR recommendation for February. 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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Stock Upgrading – New Fund Recommendations for February 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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Bond Upgrading — New Fund Recommendation for February 2019

The new 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.
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SMI Introduces Multiply: A Biblical Guide to Investing

Many SMI members have asked us to create materials suitable for a small group or Sunday School class. Done! Our new four-part video-based study equips people with the knowledge, confidence, and biblical foundation to
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After January Rebound, What’s the Market’s Current Status?

The stock market has bounced back quite a bit from its recent sharp decline. Even so, SMI’s defensive systems are flashing warning lights. Here's why.
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4th Quarter Report: Market Weakness Triggers Defensive Actions

December's swoon nearly plunged the market into "bear-market" territory. It’s important to understand what happened — and how SMI's process objectively monitors the market’s trend as it
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The High Cost of Fear

Unwarranted fear is a dangerous investing enemy, prompting you to make decisions that hurt your portfolio. Learning to recognize and resist unwarranted fear will help you become a successful long-term
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Zero-Sum Budgeting: Giving Every Dollar a Job

Can't figure out what happens to all your money? With a zero-sum budget, you'll give every single dollar of your income a designated, predetermined task. 
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An Ounce of Prevention: Free Preventive Services From Medicare

Medicare pays the full tab for many healthcare screenings and preventive services, including yearly checkups and flu shots. Yet millions of people eligible for such benefits don’t take advantage of
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