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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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Money Roundup: Before the Bubble Bursts, Rethinking ‘Safe,’ and More

Some of the best investing and personal finance articles from around the web — a bit early this week since we'll have Dynamic Asset Allocation and Sector Rotation strategy updates on Friday. 5 important things to do
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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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Money Roundup: The Advantage You Have Over Professional Investors, The Stewardship of Christmas, and More

Before heading out the door for the Christmas weekend, we've rounded up our latest collection of interesting articles on investing, personal finance, and stewardship. Merry Christmas!
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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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