Home >Articles

Category: Bond Investing

Bond Upgrading — New Fund Recommendation for November 2015

The new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio.
Continue Reading

Cash Is Trash? Think Again.

This post may come as a bit of a surprise, because admittedly SMI has never been a big proponent of holding cash within an investment portfolio. Generally speaking, we think those who tend to "raise cash" in anticipation
Continue Reading

Debunking Market Myths

Financial theorist William Bernstein once said, “Investment wisdom begins with the realization that long-term results are the only ones that matter.” Yet, while markets produce relatively consistent returns over the long
Continue Reading

Bond Upgrading — New Fund Recommendation for September 2015

The new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio.
Continue Reading

Understanding the Important Difference Between “Yield” and “Total Return”

Yield and total return are concepts SMI has historically discussed in relation to bonds or other savings vehicles. But because our Dynamic Asset Allocation (DAA) strategy recently presented a scenario involving these
Continue Reading

Stock/Bond Market Valuations In Context

It's not unusual these days to read or hear statements tracking this line of thought: "With both stocks and bonds richly valued, what's an investor supposed to do?" It reflects the fact that both asset classes are trading
Continue Reading

Bond Upgrading - New Fund Recommendation for June 2015

[This is the first change to our recommended bond fund since the new SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do
Continue Reading

How SMI Is Preparing For Higher Interest Rates

One of the most discussed financial topics of the past couple years is the seemingly imminent end of the 30+ year bull market in bonds. Most of today's investors have experienced only good times in the bond market, which
Continue Reading

Technical Analysis Confirms DAA’s Latest Moves

Our Dynamic Asset Allocation strategy took its decisions down to the wire at the end of April, with multiple categories vying closely for limited available slots in the official recommendations. Like a good game of musical
Continue Reading

Questions From Last Week’s Articles

Two follow-up items from last week's articles. One quick, one not so much. First, many have been wondering about the brokerage availability of the new SMI Bond Fund (SMIUX). Fidelity wins the prize, as the fund is up and
Continue Reading