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Stock Upgrading – New Fund Recommendations for April 2020

The bear market has triggered SMI’s Upgrading 2.0 defensive protocols, so this month's fund recommendations are different than usual. 
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Aren’t Bonds Supposed to Be Safe?

Many investors were surprised to see long-term bonds fall alongside stocks on the most volatile days in March. Here is why that happened, and why a bond rebound seems likely.
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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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Why Isn’t Gold Glittering?

In tumultuous times, gold typically assumes the role of a safe haven. This time, not so much. Or perhaps we should say, "Not yet." As you may know, gold enjoyed a strong run-up the weeks and months before the pandemic.
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Bear Alert & Market Update

SMI's Bear Alert indicator officially triggered this past Friday. That simply means the S&P 500 put in its first weekly (Friday) close at a level more than -15% below the prior high.
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Current Status of Upgrading 2.0

In light of the unprecedented market action of the past few weeks, here is an update on the status of our main actively managed strategies.
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Oil Adds Fuel to Financial Market Fire

Financial markets, already stressed from the coronavirus drama of recent weeks, received another stiff challenge this weekend, this time from the oil markets. The simplified version of what's going on is this: Saudi
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Managing Expectations

After two wild weeks in the financial markets, the question on everyone's mind is "What happens next?" If you've read SMI very long, you know the answer: Nobody knows. Except this time, it's really, truly nobody knows,
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No Upgrading Changes For March

When the stock market started giving serious consideration to what the coronavirus crisis could do to 2020’s economic picture, things got ugly fast — creating an unusual and slightly uncomfortable position for SMI's Fund
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Using SMI’s Portfolio Tracker to Manage a Limited 401(k) Plan

Based on new research, we’re recommending a change to the process of implementing Upgrading in a work-based retirement plan that offers relatively few investment choices.
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