Home >Articles

Category: Investing

Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-22

We've updated SMI's online Personal Portfolio Tracker with performance data through Sept. 30, 2022, and we've posted the September update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, read
Continue Reading

DAA – October 2022 Update

There are no changes to the DAA lineup for October. 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)
Continue Reading

Sector Rotation – October 2022 Update

There is no change to the official SR recommendation for October. 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
Continue Reading

Money Roundup: Bond Returns Are (Finally) Looking Up, The Compounding Effect of Good (and Bad) Habits, and More

We're posting the Roundup a day early this week. Tomorrow, look for the end-of-month updates for DAA and Sector Rotation (if you're a Premium-level member). Expected returns for bonds are finally attractive (Ben
Continue Reading

No Changes to Stock or Bond Upgrading for October: Pausing to Assess

As the bear market continues, let's review how we got here, assess why SMI is positioned as we are, and look ahead to the game plan from here.
Continue Reading

How to Avoid Panic and Reduce Fear

Investors are biologically induced into short-term thinking by the stress hormones released during episodes of acute fear. That's why fear can drive investors to make rash and unwise financial
Continue Reading

Make Sure Your Investment Decision-Making Is Inside-Out

As consumers, most of us decide what to buy based on personal needs and circumstances. But as investors, we too often allow our decisions to be driven by “outside” influences.
Continue Reading

Recessions and the Stock Market

If a recession is at hand, the current bear market could last a while. Bear markets accompanied by recessions tend to last longer and drop farther than non-recessionary bears. 
Continue Reading

Pushback Begins Against “ESG” Investing

Energy stocks got hammered Friday — and, to a lesser extent today — making this a painful stretch for SMI's Sector Rotation investors. Since being recommended early this year, SR's investment in the energy sector has
Continue Reading

Money Roundup: A Global Economy Off Balance, The Biggest Threat to Your Retirement, and More

Some of the best investing and personal finance articles from around the web. War, inflation knock world economy off balance (Wall Street Journal). “It’s a bit of an experiment, how fast and hard you can [raise interest
Continue Reading