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Articles from 09/2020

DAA – October 2020 Update

There are no changes to the DAA lineup for October. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even preventing)
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Sector Rotation – October 2020 Update

There is no change to the official SR recommendation for October. 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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Where to Keep Your Savings: The Time/Money Tradeoff

Money-market funds aren’t what they used to be. Not that long ago, they were paying about 2.5%. I should know. Because of that great rate, and in the interest of simplifying our household’s financial life, in the spring of
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Stock Upgrading – New Fund Recommendations for October 2020

We're recommending one fund change for October — in the Small/Value category.
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The Retirement Investing Challenge: Keeping Up With Inflation While Limiting Risk

A financially secure retirement doesn’t just happen. Careful planning and wise investing are crucial to making your retirement years golden. 
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What if Money Isn’t for Our Happiness?

Realizing that the things of this world will never satisfy our deepest longings isn’t bad news. It’s helpful news.
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Buying Commodities to Hedge Against Inflation Risk

Want more direct inflation protection than the standard SMI strategies provide? Taking a little out of stocks to put into commodities is an easy way to get it.
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Dynamic Asset Allocation Was Made for Years Like This

This year has provided long-term investors with a healthy reminder that “the race is not to the swift.”
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Past Their Prime? Tough Times Return for Money-Market Funds

Money-market funds are no longer attractive alternatives for your savings. And they're not likely to be good options again any time soon.
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Your Annual Medicare-Coverage Checkup

Even if you’re happy with your current coverage, take a second look. You might get better coverage for less money.
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