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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 6-30-20

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through June 30, 2020. • The Portfolio Tracker: The Tracker makes it possible to personalize SMI's fund rankings
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Mid-Year Financial Review

There has never been a year without twists and turns. But 2020 has been especially unpredictable, with the unfolding of circumstances that have directly affected the personal finances of most of the population. No one
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Money Roundup: Navigating a Scary Stock Market, A Recession Like No Other, and More

Some of the best investing and personal finance articles from around the web. Your 5-step guide to navigating a scary stock market (NY Times). “The best action to take might not involve your portfolio.”   We’re still
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Stock Upgrading – Instructions for July 2020

We’re holding our Upgrading exposure for July steady. Here's why.
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How SMI Strategies Put the Best Team on the Field

In investing, as in sports, sometimes you're helped more by a solid defense than by an aggressive offense.
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The Education of an Investor

We hope you’re benefiting financially from being an SMI member. But more than that, we want you to grow in Christ and in your role as a steward of God’s resources.
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An Upgrading Overview: Easy as 1-2-3

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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DAA – July 2020 Update

There are no changes to the DAA lineup for July. 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
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Sector Rotation – July 2020 Update

There is no change to the official SR recommendation for July. 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
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The Shape of Things to Come

There’s much debate among economists about the likely path of our country’s recovery from the pandemic-fueled recesssion. Those who think about such things tend to talk in terms of “shapes.” So, in a series of surveys
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