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Articles from 04/2022

Sector Rotation – May 2022 Update

There is no change to the official SR recommendation for May. 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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DAA – New Fund Recommendation for May 2022

There is one change to the DAA lineup for May. 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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Money Roundup: Cash Is No Longer Trash, Resisting the Lure of Mammon, and More

Here's the Roundup — a day early this week (we'll post the DAA and Sector Rotation updates tomorrow). Wall Street finds new value in cash as global fears weigh on markets (Wall Street Journal). As stock prices wobble
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Stock Upgrading – New Recommendations for May 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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Market Risks Rise as Fed Joins Battle Against Inflation

The Fed's Quantitative Easing supplied extra money to the financial markets. Now, comes Quantitative Tightening. If the goal of QE was to boost asset prices, the goal of QT is to lower them.
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1st Quarter Report: The Bear Market Begins?

Most of SMI’s strategies posted small losses. Here's why they were significantly less severe than first-quarter losses in the broader market.
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Money Lessons From Mom and Dad

Even if parents never teach their kids overt lessons about finances, how mom and dad use their money will speak volumes.
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6 Principles for a Solid Investing Plan

No single investing strategy is right for everyone. But every good long-term strategy incorporates these six core principles.
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How to Minimize the Cost of Early IRA Withdrawals

Discover how to make early IRA withdrawals while avoiding the taxman — or at least minimizing his take.
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Helping Your Kids Find Their Way

Learn about two resources that can help teenagers make good decisions about choosing a career field.
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