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Articles from 01/2021

DAA – February 2021 Update

There are no changes to the DAA lineup for February. 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
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Money Roundup: The GameStop Frenzy, The Price of Admission, and More

Here's our GameStop-heavy Roundup of recent articles on investing and personal finance. Be careful out there. The GameStop stock frenzy, explained (Vox). An overview of the unfolding David-vs.-Goliath market saga that
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Sector Rotation – February 2021 Update

There is no change to the official SR recommendation for February. 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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No Changes to Stock or Bond Upgrading For February 2021

There are no changes to Stock or Bond Upgrading this month.
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The Psychology of Money

The investing decisions you make tomorrow or next week won't matter nearly as much as what you do during the small number of days — likely 1% of the time or less — when everyone else around you is going
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4th Quarter Surge Propels SMI Strategies to New Highs

The value of SMI’s diversified approach was on full display in 2020, helping members realize strong gains for the year, even while reducing the emotional strain of the sharpest bear market in
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Upgrading in a 401(k) or 403(b) With Help From SMI’s Portfolio Tracker

Want to implement SMI’s Upgrading strategy via your workplace retirement plan? You'll have to overcome several obstacles.
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The Wisdom to Show Restraint

Market sentiment is more euphoric than ever. Our advice? Focus on risk first, returns second.
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How Federal Workers Can Make the Most of the Thrift Savings Plan

If you're a federal employee, take advantage of the Thrift Savings Plan. The government offers broadly diversified funds and matches employee contributions.
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Making Sure Your House Doesn’t Own You

Buying a house you really can't afford will disrupt every other area of your finances.
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