There is a new Sector Rotation fund being recommended for August. We are also making a significant change to the SR process this month. Read on for the details.
Sector Rotation is a high-risk/high-volatility strategy.
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There are no official changes to the DAA lineup for August — however, we are changing the optional fund refinement. Read on for the full details.
DAA is a core portfolio strategy designed to help SMI readers share in some
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As I noted in the mid-year review earlier this week, we've had SR under the microscope in the SMI Lab recently.
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Stock Upgrading is a mechanical strategy that involves owning mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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July 28, 2021
Paul Merriman
Your best defense against your emotions — and against the influences of Wall Street and the media — is to get things figured out once and then set your investing on auto-pilot.
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Economic growth remains strong and the broad stock market is near an all-time high, and yet we are clearly seeing a market in transition.
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A “going steady” approach to investing involves having money regularly transferred from your bank account to an investment account. Here are six advantages of automating your investing in this
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Great expectations
“…investors expect to revel in a long run almost three times what financial professionals say is realistic.”
– From a recent global survey of investors by Natixis, an asset management company.
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Our investing strategy known as Fund Upgrading is based on the idea that if you are willing to monitor your mutual-fund holdings and replace laggards periodically, you can improve your returns.
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"A picture is worth a thousand words," the adage goes. That is not universally true, but visual images can communicate quite efficiently and effectively.
The pictures (i.e., graphs and charts) below are from the most
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