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Articles from 02/2020

DAA – New Recommendation for March 2020

There is one change 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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DAA Update Coming This Weekend

With the massive market volatility we've seen all week and continuing today, we won't be making a call on Dynamic Asset Allocation until we have the final closing numbers from today.
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Sector Rotation – March 2020 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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Money Roundup: Take a Deep Breath, Avoiding an Irrational Response, and More

Some of the best investing and personal finance articles from around the web. Freaked out by the stock market? Take a deep breath (NY Times). It’s a good time to remember some of the core truths about
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March Issue on Hold

We're taking the highly unusual step of delaying the release of our March issue today. It will most likely be released online Monday. The reason for postponing the issue's release has to do with Upgrading 2.0. A week ago,
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Current Market & March Issue Update

[Update: The March issue has been delayed so final February data can be obtained before changes to our Upgrading strategy are determined. See March Issue On Hold for details.] The dramatic turnaround of the stock market
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More Than a Tough Day in the Market

As investors, days like today are painful. No one likes to see significant losses in their portfolios. But what’s behind today’s losses is something far more significant than dollars and cents. It’s a horrible disease
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Money Roundup: E-Trade Finds a Suitor, Steering Clear of Bad Decisions, and More

Here's the Roundup for a midwinter's weekend. Enjoy!
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How the Current Rally Compares to Recent History

The stock market has been on quite a tear over the past few months. The S&P 500 index is up +11.3% since the third Fed rate cut happened last October 30, a span of about 3.5 months. It's up a whopping +17.2% since the
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SMI on the Radio: The 5 Building Blocks of Successful Investing (audio and transcript)

SMI executive editor Mark Biller talked about the key "building blocks" of a successful long-term plan on Monday's MoneyWise Live from Moody Radio. To listen, click the play button below — or, if you prefer, scroll down
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