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Articles from 12/2020

DAA – New Recommendation for January 2021

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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Sector Rotation – January 2021 Update

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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Roundup: Buying at an All-Time High, How Your 2nd Stimulus Check Differs From the First, and More

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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SMI’s Posting and Publishing Calendar for 2021

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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Money Roundup: Forecasters at It Again, For Such a Time as This, and More

Some of the best investing and personal finance articles from around the web — a day early this week since we assume you'll be focused on more important matters tomorrow. Merry Christmas. Clueless about 2020, Wall
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Stock Upgrading – New Fund Recommendations for January 2021

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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Fund Upgrading Gets Upgraded: Adapting to an Ever-Changing Market Landscape

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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Building Your Financial House on the Bedrock of Biblical Principles

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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Adding Commodities to SMI’s Fund Upgrading Portfolio

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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The Science of Habit Formation

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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