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SMI’s Posting and Publishing Calendar for 2020

As this new year gets underway, we thought you might like an overview of our 2020 publication days/dates for both web and print.
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DAA – New Recommendation for January 2020

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

There is no change to the official SR recommendation for January. 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 January 2020

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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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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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 – 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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