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DAA – April 2021 Update

March 31, 2021

Mark Biller

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There are no official changes to the DAA lineup for April. However, you may want to read on for an update on the two optional refinements discussed in the April issue of SMI. DAA is a core portfolio strategy designed to

Sector Rotation – April 2021 Update

March 31, 2021

Mark Biller

Comments

There is no change to the official SR recommendation for April. 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

Elevating the Role of Health Savings Accounts

March 29, 2021

Matt Bell

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Should you think of a health savings account (HSA) as a retirement account — just like you think of a 401(k) plan or an IRA? According to a new study (PDF) by the consulting company Willis Towers Watson, the answer is an

Stock Upgrading – New Fund Recommendation for April 2021

March 26, 2021

Mark Biller

Comments

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

9 Steps to Make the Most of Your 401(k)

March 26, 2021

Matt Bell

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Today's employer-sponsored retirement accounts differ from the pension plans of yesteryear. Now, the responsibility for the ultimate outcome — saving enough for retirement — rests squarely on your

Two Ideas to Boost DAA’s Upside

March 26, 2021

Mark Biller

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SMI’s Dynamic Asset Allocation strategy minimizes losses during bear markets but tends to lag during bull markets. These two optional enhancements that may improve DAA’s bull-market

Is it Time to Reduce Your Investment Risk?

March 26, 2021

Joseph Slife

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If your retirement years are starting to come into view, maybe it’s time to move to a less-aggressive investing posture. Will that still provide what you need in retirement? Here’s how to find

A Company, Its Stock, and Its Shareholders: a Primer

March 26, 2021

Matt Bell

Comments

In most cases, investing in a company is like buying a used car. Your money isn’t going to the company — it’s going to another investor who owned shares and decided to sell.