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Sector Rotation — Mid-Month Fund Change

For the first time in Sector Rotation's 18 year history, we're making a change mid-month. Read on for the rationale behind this unusual move. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-21

SMI's Personal Portfolio Tracker has been updated with performance data through April 30, 2021. We've posted the May edition of our monthly Fund Performance Rankings (FPR) as well. It also features the latest month-end
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Sector Rotation – May 2021 Update

There is no change to the official SR recommendation for May. 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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DAA – May 2021 Update

There are no official changes to the DAA lineup for May. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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No Changes to Stock or Bond Upgrading For May 2021

There are no changes to Stock or Bond Upgrading this month.
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Balancing Inflation Fears With Market Realities

Today’s expanding fiscal stimulus threatens to speed up the rate at which our dollars lose value. That poses a significant risk for investors. Here’s how SMI can help you stay ahead of
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First Quarter Report: The Best of Times…the Worst of Times

SMI’s strategies had no exposure to longer-term bonds in the first quarter while being fully invested in stocks. That was a good position to be in. 
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The Crucial Difference Between “Yield” and “Total Return”

Depending on the market environment, the "total return" of an investment can work for you or against you.
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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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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 3-31-21

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through March 31, 2021. • The Tracker: SMI's fund-performance database tracks the monthly returns of more than
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