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Articles from 11/2019

DAA – New Recommendation for December 2019

There is one change to the DAA lineup for December. 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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Money Roundup: Schwab Flexes its Muscles, The Best Investment You Can Make, and More

Wow! It's beginning to look a lot like Christmas (to coin a phrase ). Here's our holiday weekend Roundup of read-worthy articles on investing, personal finance, and stewardship. Enjoy! Schwab muscles its way to the top
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DAA Updates Will Be Posted This Weekend

The financial markets are closing early today at 1 p.m. Eastern Time due to the holidays. Holiday-shortened sessions like today's are typically low-volume, which makes it a poor day to trade large quantities of certain
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Sector Rotation – New Recommendation for December 2019

There is a new Sector Rotation fund being recommended for December. 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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A Prayer for Thanksgiving Day

This classic prayer of thanksgiving is adapted from The Book of Common Prayer:
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Stock Upgrading – New Fund Recommendations for December 2019

Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. This article explains the Upgrading changes for the coming month.
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Your 10 Most Important Financial Moves for 2020

SMI wants you to have 20/20 financial vision in the year 2020 — to see clearly how to strengthen your financial life both in the short-term and the longer-term. So here's our list of "action items" for the new year. Pick
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Sector Rotation: Short-Term Pain, but Long-Term Gains

Sector Rotation is SMI’s most aggressive — and risky — strategy. It requires patience and courage to stick with it, but those who have done so have been richly rewarded.
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Building Your Eternity Portfolio

We'd like to send you a free book that'll help you become more intentional about investing your resources in things that generate eternal treasure in heaven. After all, giving is the ultimate
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Getting What You Really Want for Christmas

What people truly treasure about this time of year can’t be gift-wrapped and placed under the tree.
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