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Money Roundup: Investors Look Past the Headlines, What Sir John Might Think, and More

This week’s picks for the best investing and personal finance articles from around the web. Investors look past headlines as bull market roars ahead (NY Times). With eyes on the economy, investors see reason for
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New Upgrading Recommendation

As promised yesterday, here is the new fund recommendation for SMI's Large/Value stock risk category.
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Stock Upgrading Special Alert: Urgent

In a highly unusual situation, we are pulling today's recommendation of Fairholme (FAIRX).
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Stock Upgrading — New Fund Recommendations for March 2017

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Things Are Not As They Seem

Sorting out the real from the illusory is one of the great challenges in investing, as in life. There’s often a disconnect between our perceptions and the underlying reality. Things are not as they seem. For
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Market Probabilities: What the Past Suggests About the Future

Even after the dreadful losses of 2008—and despite numerous past recessions and even a Great Depression—the remarkably resilient U.S. stock market has returned, on average, +11.5% per year since the mid-1920s. That’s for a
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Understanding How Fund Distributions Affect Your Total Returns

We frequently get e-mails from members who follow our Fund Upgrading strategy and wonder why the returns they’ve calculated for various trades don’t match the ones we report. Without fail, the issue has to do with their
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‘Tell Me Again, What Exactly Does SMI Do?’

A long-time friend wrote to me recently, asking, in essence, the question in this article’s headline. On a high level, he knows SMI does something in the investment space. But as he’s become less satisfied with how his
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Money Roundup: The Risk of Living a Long Life, Keeping Politics and Your Portfolio Separate, and More

This week’s picks for the best investing and personal finance articles from around the web. How investors underestimate how long they’ll live in retirement (Wall Street Journal). “Longevity risk” has an ironic sound to
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Investors Don’t Experience “Average” Returns

Much of our focus the first six weeks of this year has revolved around financial planning — specifically the MoneyGuidePro® offer recently extended to SMI Premium Members by SMI Advisory Services. The cover article of our
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