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Sector Rotation – New Recommendation for August 2021

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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DAA – August 2021 Update

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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Sector Rotation — Waiting for Final End-of-July Rankings

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 – New Fund Recommendations for August 2021

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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How to Make Rational Investing Decisions

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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Mid-Year Review: Strong First Half Ends With Market Transition

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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Going Steady: The Advantages of a Systematic Investment Plan

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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Enduring Optimism and Other Points to Ponder

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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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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Pictures That Are Worth Lots of Words

"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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