Strategy Alert

DAA – New Recommendation for February 2018

Jan 31, 2018

There is one change to the DAA lineup for February. Read on for the full details.

DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even preventing) losses during bear markets. The strategy involves using exchange-traded funds to rotate among six asset classes, holding three at any one time. DAA is a defensive, low-volatility strategy that nonetheless has generated impressive back-tested results, demonstrating the power of "winning by not losing."

The recommended categories/ETFs for February are (in order of current momentum):

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Written by

Mark Biller

Mark Biller

Mark joined SMI in 2000. He leads the SMI newsletter’s overall content strategy, managing the editorial direction and writing many articles.

He helped develop several of SMI’s investment strategies, led the company’s efforts to create its first website, and has been a contributing author to The Sound Mind Investing Handbook.

Mark also serves as Senior Portfolio Manager to SMI Advisory Service’s Private Client managed-account program, the SMI Funds, and the SMI 3Fourteen Full-Cycle Trend ETF (FCTE) and REAL Asset Allocation (RAA) ETF's.

Follow Mark on X/Twitter at @mark_biller.

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