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Articles from 02/2019

DAA – March 2019 Update

There are no changes to the DAA lineup for March. 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 – March 2019 Update

There is no change to the official SR recommendation for March. 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 March 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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The Indispensable Virtue of Persistence

Every investment strategy will go through good times and bad. It takes persistence to stick with a strategy through its weak periods so it ultimately can succeed for you.
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Called to Be Free

Too often, our lives are characterized by hurry and clutter. Jesus calls us to a different way of living — to a life of trust in the Father and a simplicity that makes us free.
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BulletShares: Good News for Savers and Bond Investors

Savers and investors have long had two options for the bond portion of their portfolio: individual bonds or bond mutual funds. Now a third option is available that blends the best aspects of
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Learning to Love Bear Markets: A Lesson in Contrary Thinking

If you’re like most investors, you cheer for the bull. That makes sense if you need to cash out your stock investments in the next 3-5 years. But otherwise, you’ve got it all wrong — you should be pulling for the
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New SMI Investment-Planning Resources Available

The development of Multiply, SMI’s new video-based investing study, led us to create new support materials to help Multiply small group or workshop participants act on the ideas they learn. These new materials are
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Protecting Seniors From Financial Fraud and Exploitation

Mildred Smith of Stockbridge, Ga., answered the phone (not her real name but the story is true). “Señora Smith,” said a serious voice on the other end, “This is Rafael Lopez with the Mexico City police. Your grandson is
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Upside Risk and Other Points to Ponder

Blissful ignorance “If you had checked your portfolio on January 1, 1987, and then slept through the entire year and woken on December 31st you would have looked at your portfolio and said ‘huh, pretty slow year in the
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