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Strategy Update for May

As you may know, Mark Biller provides a half-hour video update each month for those who invest with SMI Private Client. While the SMI newsletter is targeted at do-it-yourselfers, Private Client offers professional
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Bear Alert Update

SMI's Bear Alert indicator triggered this past Friday. That means the S&P 500 put in its first weekly (Friday) close at a level more than -15% below the prior high. That high was set a little more than four months ago on
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Maintaining Perspective

Everyone take a deep breath. It's been ugly out there the past three days. Four months into this bear market, we finally got the first whiff of real fear and perhaps a little capitulation selling yesterday. There are two
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Sector Rotation – May 2022 Update

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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DAA – New Recommendation for May 2022

There is one change 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 preventing)
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Stock Upgrading – New Recommendations for May 2022

Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest
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1st Quarter Report: The Bear Market Begins?

Most of SMI’s strategies posted small losses. Here's why they were significantly less severe than first-quarter losses in the broader market.
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DAA – April 2022 Update

There are no changes to DAA for April. 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) losses during
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Sector Rotation – April 2022 Update

There is no change to the official SR recommendation for April. 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 Recommendation for April 2022

Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest
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