For the first time in Sector Rotation's 18 year history, we're making a change mid-month. Read on for the rationale behind this unusual move.
Sector Rotation is a high-risk/high-volatility strategy. While its peaks and
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SMI's Personal Portfolio Tracker has been updated with performance data through April 30, 2021. We've posted the May edition of our monthly Fund Performance Rankings (FPR) as well. It also features the latest month-end
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There is no change to the official SR recommendation 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
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There are no official changes to the DAA lineup for May. 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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There are no changes to Stock or Bond Upgrading this month.
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Today’s expanding fiscal stimulus threatens to speed up the rate at which our dollars lose value. That poses a significant risk for investors. Here’s how SMI can help you stay ahead of
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SMI’s strategies had no exposure to longer-term bonds in the first quarter while being fully invested in stocks. That was a good position to be in.
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Depending on the market environment, the "total return" of an investment can work for you or against 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've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through March 31, 2021.
• The Tracker: SMI's fund-performance database tracks the monthly returns of more than
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