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Articles from 07/2019

DAA – August 2019 Update

There are no changes to the DAA lineup for August. 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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DAA Decision on Hold as Fed Rate Cut Rattles Markets

For half an hour after the Fed announced today that it is cutting interest rates for the first time in 10½ years, the markets stayed calm and it looked like we might be able to make a normal call on DAA. Then Chairman
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Sector Rotation – August 2019 Update

There is no change to the official SR recommendation for August. 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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Innovations in the Annuities Market

In this month’s newsletter cover article about annuities, we mentioned several companies where you can purchase annuities without going through a commissioned salesperson. But there are some new players in this
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Stock and Bond Upgrading Update for August

There are no changes to Stock or Bond Upgrading for August.
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Making Sense of the Annuity Puzzle

Buying an annuity is, in essence, buying a steady pension for your retirement years. That sounds attractive, but annuities also have downsides. Here’s how to determine if one is right for
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2nd Quarter Report: June Surge Ends Best First Half Since 1997

Investor emotions in the second quarter of 2019 ran the gamut from optimism to despair to glee. Meanwhile, most of SMI's strategies posted solid gains.
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Tracking Your Portfolio

Tracking performance details for your overall portfolio usually requires gathering information from multiple accounts and trying to put it all together into a unified whole. An online tracking platform can make that task
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SMI by the Numbers

SMI is now in its 30th year! Our executive editor Mark Biller has been thinking about several significant numbers related to SMI’s history — and also about numbers that tell us something about the current market
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Retirement Planning for Singles

Being single puts the responsibility of preparing for your later years squarely on your shoulders, especially if you don’t have adult children. So you need to have a plan.
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