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Video: Mark’s Strategy Update for September

Once a month, Mark Biller provides a half-hour video update for those who invest with SMI Private Client. (Private Client is separate from the SMI newsletter but it is an affiliated business.) Since the strategies
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DAA – New Fund Recommendation for September 2022

There is one change to the DAA lineup for September. 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
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Sector Rotation – September 2022 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

Despite rallies, neither stocks nor bonds have moved enough to definitively change their longer-term trends.
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Video: Mark’s Strategy Update for August

Each month, Mark Biller provides a video update for those who invest with SMI Private Client — the separate but affiliated business of SMI Advisory Services that manages individual portfolios. (SMI Advisory Services also
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DAA – New Fund Recommendation for August 2022

There is one change 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 – August 2022 Update

There is no change to the official SR recommendation 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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Stock Upgrading – New Recommendation for August 2022

Stock Upgrading is a mechanical strategy involving owning traditional mutual funds and ETFs exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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Mid-Year Review: SMI Strong Through First Six Months of the Bear

The SMI process has been working well through the early months of the bear market. By employing defensive measures, SMI’s strategies reduced losses considerably relative to the market’s
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1970s Redux?

In some ways, 2022 seems like a return to economically turbulent 1970s. If we are facing a 70s repeat, how should that affect your investing plan?
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