Following last week's changes to Sector Rotation and Dynamic Asset Allocation, I received the following email. There are likely other readers with similar questions and thoughts, so I thought I'd respond here for the
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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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Not sure what it is about May, but for the first time since last May 31 (2018), the numbers are close enough today that we're not going to be able to make a definitive call regarding DAA before the close of trading.
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There is a new Sector Rotation fund being recommended 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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Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Many do-it-yourself investors eventually reach a point where they need or want a financial advisor. Here's how to find a good fit for you.
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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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[We originally posted this article in mid-January when Vanguard announced a new policy limiting the availability of leveraged funds.
In light of May's new SR recommendation — the first Sector Rotation change since
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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
Continue Reading
There is a new Sector Rotation fund being recommended 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
Continue Reading
