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DAA – New Recommendation for December 2019

There is one change to the DAA lineup for December. 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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DAA Updates Will Be Posted This Weekend

The financial markets are closing early today at 1 p.m. Eastern Time due to the holidays. Holiday-shortened sessions like today's are typically low-volume, which makes it a poor day to trade large quantities of certain
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Sector Rotation – New Recommendation for December 2019

There is a new Sector Rotation fund being recommended for December. 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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Stock Upgrading – New Fund Recommendations for December 2019

Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. This article explains the Upgrading changes for the coming month.
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Sector Rotation: Short-Term Pain, but Long-Term Gains

Sector Rotation is SMI’s most aggressive — and risky — strategy. It requires patience and courage to stick with it, but those who have done so have been richly rewarded.
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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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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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“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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“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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