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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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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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July Issue Release Timing

The stock market suffered a second significant sell-off today, its second in the past 10 sessions. The S&P 500 is basically flat for June at this point, closing today at 3,050 after ending May at
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DAA – New Recommendation for June 2020

There is one change to the DAA lineup for June. 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 – June 2020 Update

There is no change to the official SR recommendation for June. 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 – Instructions for June 2020

There are no Upgrading changes to make for June. We're waiting to see if the market is now in a "false rally" or at the start of a genuine bull market.
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DAA – May 2020 Update

There are no changes to the DAA lineup for May. 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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