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Stock Upgrading — New Fund Recommendations for April 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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Diversification Means Always Having to Say You’re Sorry—and Why You Should Do It Anyway

In his award-winning book, The Laws of Wealth, behavioral psychologist Daniel Crosby explains the psychological pitfalls facing investors, plus he offers practical advice for avoiding those pitfalls
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No Such Thing As “Normal”

By all accounts, 2008 was a most unusual year. The economy and financial system were rocked with abnormal events, and the prices of most financial assets fell sharply. Ever since, many have been eagerly anticipating a time
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The Truth About P/E Ratios

Noted economist and fund manager John Hussman warns we’ve recently arrived at “the most broadly overvalued moment in market history.” Nobel prize-winner Robert Shiller warns “the market is way overpriced.” Yet plenty of
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An Under-Appreciated Benefit of Saving Money and Other Points to Ponder

What P/E ratios tell us … or don’t “The market is way over-priced.’’ – Yale Economics Professor and Nobel Laureate Robert Shiller, who developed the cyclically adjusted price-to-earnings ratio (CAPE), a widely used
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Checking In On Bond Upgrading

It's been a little over two years since SMI revamped our approach to bond investing. This change was explained in the article, Introducing an Upgrading Approach to Bond Investing that Outperforms the Bond Market. Bonds
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Money Roundup: Robert Shiller Sees Cause for Concern, Investing in Uncertain Times, and more

This week’s picks for the best investing and personal finance articles from around the web. Why Robert Shiller is worried about the Trump rally (Bloomberg). There are a number of valuation metrics; his is flashing a
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Would You Abandon A Perfect Investing Strategy?

We read a ton of stuff in our quest to stay on top of the financial/investing world for you. As such, it's fairly rare that we see information presented that has much of a "new/wow" factor to it. But the following is
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The Question For Investors

For investors who follow market news closely, there always seems to be something to worry about. Today, there’s frequent chatter about elevated P/E ratios and impending rate hikes, concern about how much longer the aging
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 2-28-17

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 2/28/2017. The Tracker and FPR are typically updated monthly between
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