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Category: Current Market Events

It’s Always Something

Ten days ago, when a U.S. drone strike killed an Iranian general, and days later, when the Iranians retaliated by firing missiles at military bases in Iraq where U.S. troops were housed, your investment portfolio probably
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News Events and Your Portfolio

Big political/geopolitical news events sometimes cause investors to get shaky nerves. But such events are rarely a good reason to change your portfolio.
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SMI’s 2020 Rebalancing Guide

Even without intentional changes, a diversified portfolio will stray from its initial percentage allocations as some investments perform better than others. The beginning of the year a good time to
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Two Types of Risk

When thinking about how much risk to take to reach your retirement-planning goals, don't focus solely on average expected returns. Consider the full range of past market outcomes, some of which have been
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Too Much of a Good Thing, and Other Points to Ponder

More time on the clock? “What if we’re not in the bottom of the 9th but the top of the 5th? What if the past 10 years were unbelievable for U.S. stock market investors but the next 10 years are just as good or better?
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Small-Company Stocks Have Been Causing Problems in SMI Strategies

The market can swing from favoring one category of stocks to another, often with little explanation. And sometimes it can stay "swung" in a particular direction for quite a while.
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“Not QE” Has Changed the Market’s Trend

Stocks have posted six straight weeks of higher prices, pushing the S&P 500 Index above its long-term trend-line and breaking through the pattern of the past two years where significant new highs were inevitably met within
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Trade Deal Update

Clever graphic from Slope of Hope blogger Tim Knight:
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“Fully Invested Bears”

New SMI members are sometimes confused by an apparent disconnect between what our articles seem to be saying and what our investment portfolios are actually doing. This typically happens because all of SMI's portfolios
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SMI’s Small-Stock Problem

The returns of small-company stocks have historically been either roughly equal to, or superior to, those of large-company stocks (depending on the period examined and the studies you choose to focus on). This has been
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