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Articles from 08/2020

DAA – New Recommendation for September 2020

There is one change to the DAA lineup for September. 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 – September 2020 Update

There is no change to the official SR recommendation for September. 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: What the Fed Is Doing and Why, Market-Timing Is Tough, and More

Here's our almost-the-end-of August Roundup of worthwhile reads on investing, the economy, and more. We hope you find them helpful. What is the Fed's new policy framework, and why does it matter? (Reuters via
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No Changes to Stock or Bond Upgrading for September 2020

There are no changes to Stock or Bond Upgrading this month.
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Answering the Big Questions About the Dollar

When the dollar ebbs, as it has in recent months, the decline has significant implications for international trade — and individual investors.
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The 7 Qualities of a Disciplined Investor

Striking a wise balance between the risks and rewards of the marketplace requires both knowledge and self-discipline.
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Which Assets Should You Withdraw First During Retirement?

Tax laws complicate the choice of which assets to draw from first. Here's what you need to know.
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Diversification: The Only Free Lunch in Investing

Want to be invested in the market’s top-performing segment at all times, without taking on too much risk? Here’s how.
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Invest In Your 401(k) or Pay Down Your Home Mortgage?

Will you come out ahead by investing or by prepaying your mortgage? Here's a year-by-year comparison of the two approaches. 
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Don’t Look! Blissful Ignorance Can Be Your Investing Ally

Watching your portfolio go up and down can leave you stressed out. Here’s a simple solution.
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