There is one change to the DAA lineup for January. 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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There is no change to the official SR recommendation for January. 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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We're posting the Roundup early since Friday is a holiday. (Tomorrow, look for the monthly strategy updates for DAA and Sector Rotation.)
Happy New Year!
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Happy 4th day of Christmas! We hope your Christmas season continues to be filled with cheer and blessings.
We suspect many SMI readers use this week leading up to New Year's Day to plan for the year ahead. To help, here's
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Stock Upgrading is a mechanical strategy that involves owning mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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We’re making significant changes to SMI’s Fund Upgrading strategy. And we’re confident those changes will pay off — both in better returns and easier maintenance.
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We don’t know what type of financial storms may come, or when — but come they will. Will you be ready?
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Commodities can play a valuable role in diversifying a portfolio. That makes them an attractive addition to a stock/bond-oriented portfolio such as Fund Upgrading.
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Setting a goal for 2021 is helpful. But building a system is how you'll reach that goal — and systems are all about daily habits.
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What are the “right” choices for you in the new year? Here are four time-tested guidelines.
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