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Articles from 12/2021

Stock Upgrading — New Guidance for January 2022

Our Stock Upgrading update earlier this month indicated we needed to keep a close eye on our commodities position through the end of December.
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DAA – New Recommendation for January 2022

There is one change to the DAA lineup for January. 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 – January 2022 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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SMI on the Radio: Making 2022 a Year of Financial Progress (audio & transcript)

Putting together a financial to-do list for 2022? SMI can help. A few days ago, I joined host Rob West on Moody Radio's MoneyWise Live to suggest lots of ways to make financial progress in the new year. To listen, click
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Stock Upgrading – New Fund Recommendations for January 2022

Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest
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Winds of Change Are Blowing: Casting a Wary Eye on 2022

The Fed is poised to tighten monetary policy despite a (likely) slowing economy. Plus we’re approaching a political cycle that’s rattled the markets in the past.
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Once More, With Feeling

The pursuit of God-glorifying goals requires a daily choosing, a daily remembering. We must continually “take off” the old self and “put on” the new.
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Easy Ways to Add Downside Protection To Your Portfolio

Want additional portfolio protection in 2022? Learn about new ETFs that enable you to add safeguards simply.
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The 7 Essential Steps to Leaving Debt Behind

Follow these steps and you’ll get out of debt over time. But there's more: God has blessings for you along the way.
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SMI’s 2022 Rebalancing Guide

Rebalancing is like pressing a reset button that restores your portfolio to its original targets. January is a great time for that reset to occur.
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