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Articles from 02/2022

DAA – New Recommendation for March 2022

There is one change to the DAA lineup for March. 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 – March 2022 Update

There is no change to the official SR recommendation for March. 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: Mr. Market at a Time of War, Making a Difference, and More

Some of the best investing and personal finance articles from around the web. How geopolitics impacts markets (The Big Picture). It may seem cold, and it probably seems counterintuitive, but, “Most of the time, markets
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Stock Upgrading – New Fund Recommendations for March 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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Energy Surge: Updating SMI’s Commodities Thinking in Light of a Falling Stock Market

Despite strong performance in recent months, commodities remain reasonably priced. And they've rarely been as attractive relative to stocks as they are today.
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Investing That Glorifies God Values His Majesty

To glorify God, our hearts and lives must be kept centered in Him. We should value His majesty and our communion with Him above all earthly ambitions and wealth. 
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What Every Christian Needs to Know About Investing

Scripture provides abiding principles that can (and should) guide Christians in their investing. Here are nine such principles that will change your life.
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Which of SMI’s Portfolio Strategies Best Fits Your Personal Situation?

You're more likely to progress financially if you invest according to a time-tested strategy. Here's what you need to know to choose an approach that's right for you. 
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A Roth IRA Conversion and the Opportunity of a Down Market

A down market offers an upside — an opportunity for significant tax savings when moving money from a Traditional IRA to a Roth IRA.
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If You Hate to Budget, You’re Not Doing it Right

A budget isn’t about less but about more. With more information about your finances, you’ll make better use of money. And you’ll end up with more for the things that matter most to
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