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Articles from 04/2020

DAA – May 2020 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 – May 2020 Update

There is no change to the official SR recommendation 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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Stock Upgrading 2.0 – Instructions for May 2020

The Upgrading 2.0 defensive protocols call for us to shift three more funds to cash this month. 
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Bond Upgrading – New Fund Recommendation for May 2020

We're issuing a new fund recommendation for the "rotating" slot in SMI's Bond Upgrading portfolio.
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Trusting God to Work Things Together for Good

We pray to a God who is too strong to ever lose control of any situation, too wise to make a mistake, and too loving to abandon us. Just the kind of God we need.
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When the Market Environment Gets Stormy, Rely on Your Instrument Panel

In times of uncertainty and fear, it’s crucial to rely on the discipline of a structured, proven approach to risk management. That’s just what SMI provides.
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1st Quarter Report: Return of the Bear

If the market action has felt dramatic and disorienting lately, it has been! Here’s a review of how SMI’s strategies performed during the opening stanza of this bear market.
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CARES ACT Provides Pandemic-Related Aid to Taxpayers, Retirees

Congress and the White House are trying hard to counteract the financial fallout from COVID-19. Here's what that means for you.
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When in Doubt, Take the Safe Route

Investing decisions can’t be made with mathematical certainty. But by paying attention to certain signals, you can increase the likelihood of protecting your portfolio when the market trends
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The Market Will Heal First, and Other Points to Ponder

Keep calm and carry on “These events can be frightening in the short term, but this analysis shows that for investors who can stay in the market for the long run, equity markets still continue to provide rewards for
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