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Over the last three trading days (Thursday, Friday, Tuesday), the tech-driven Nasdaq stock index had its most dramatic selloff since March. I believe I saw somewhere that it was the fastest plunge from an all-time high to
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DAA – New Recommendation for September 2020

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

There is no change to the official SR recommendation for September. 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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No Changes to Stock or Bond Upgrading for September 2020

There are no changes to Stock or Bond Upgrading this month.
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Diversification: The Only Free Lunch in Investing

Want to be invested in the market’s top-performing segment at all times, without taking on too much risk? Here’s how.
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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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Sector Rotation – New Recommendation for August 2020

There is a new Sector Rotation fund being recommended for August. 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 – August 2020 Update

There are no changes to the DAA lineup for August. 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 preventing)
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Sector Rotation — Waiting for Final End-of-Month Rankings

We've noted the past couple months that while our current Sector Rotation holding has been performing similarly to the broad stock market, it has been gradually falling down the SR rankings as a result of other funds
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Stock Upgrading – New Fund Recommendations for August 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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