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Articles from 04/2019

DAA – May 2019 Update

There are no changes to the DAA lineup for May. 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 - New Recommendation for May 2019

There is a new Sector Rotation fund being recommended for May. 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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SMI on the Radio: Which Kind of IRA Is Best for You? (audio and transcript)

The Roth-vs.-traditional playing field is more level than it may seem. 
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Stock Upgrading – New Fund Recommendations for May 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 Crucial Role of Diversification in Reducing Risk

Investors should build portfolios the way managers assemble sports teams — with an eye toward diversifying their talent so they can compete effectively under a variety of conditions.
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1st Quarter Report: Back to the Races for Stocks

After a dreadful December, the stock market has roared back — thanks in large part to a change in tone at the Fed. Here's an overview of how SMI's strategies fared during the first three months of the
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How to Start Investing With SMI If Your Portfolio Is Small

Reduced broker minimums, together with the rise of low-cost-of-entry exchange-traded funds (ETFs), mean you can now get started with SMI strategies for as little as $500.
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“A Game of Recovery”

If you're not too happy with your past spending, investing, and giving decisions, join the club. But don't despair. You can recover from setbacks. Here's how.
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Transferring Your Wealth to the Next Stewards

“Fortunes tend to self-destruction by destroying those who inherit them” — so said Henry Ford. How can you help ensure that the inheritance you leave is a blessing, not a curse?
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Should You Refinance?

A surprising downswing in mortgage rates is offering yet another opportunity to refinance. But do your homework first, or a refinance could cost you more in the long run. 
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