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Articles from 05/2022

DAA – June 2022 Update

There are no changes to DAA for June. 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) losses during
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Sector Rotation – June 2022 Update

There is no change to the official SR recommendation for June. 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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Memorial Day 2022

O beautiful for heroes proved In liberating strife, Who more than self their country loved And mercy more than life! America! America! May God thy gold refine, Till all success be nobleness, And every gain divine! – from
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Stock Upgrading – New Fund Recommendation for June 2022

We have one recommended fund change for June — in Upgrading's Small Company category.
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Facing Your Fears: Modeling the Impact of a Significant Bear Market on Your Financial Plan

Millions of investors make counter-productive and potentially life-altering moves during a bear market. Here’s how to avoid being one of them.  
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How SMI’s Process Helps Investors Buy Low and Sell High

SMI's active strategies are built on the principles of trend-following and momentum. Here’s how our process works, both in theory and in practice.
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Lessons From Past Bear Markets – Are You Prepared?

We don’t yet know if we're facing a prolonged bear market. But if so, are you ready to take advantage of it?
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Do You Need Travel Insurance?

Planning a family vacation can involve putting a lot of money at stake. So it may be wise to “protect your investment” — just in case something goes awry.
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The Coverdell ESA – Still a Good Way to Save for College

The Coverdell Education Savings Account has a significant advantage over college-savings 529 plans — an advantage that makes the Coverdell well-suited to SMI’s strategies. 
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Becoming the Boss: Retiring to Your Own Business

Want to keep working post-retirement? Consider creating a job for yourself. You’ll be able to do work you enjoy — and do it on your own schedule.
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