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Digging Into the Upgrading Back-Tested Numbers

I'm going to put a disclaimer here at the top of this article. What follows is a deep dive into the backtested data that informed the changes we made to Stock Upgrading at the beginning of 2021. We don't feel it's
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Stock Upgrading – New Fund Recommendations for March 2021

Stock Upgrading is a mechanical strategy that involves owning mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest method of
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Bond Upgrading – New Fund Recommendation for March 2021

SMI Bond Upgrading involves investing half of the bond portfolio in two “core” funds that are permanent holdings. These two funds provide stability to the portfolio. The other half of the bond portfolio is invested in a
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IVOL: Profiting From Rising Interest Rates

A bond fund designed to excel in a time of rising interest rates? There is one. And if you have a bond-heavy portfolio, this ETF might be a great diversifier.
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DAA – New Recommendation for March 2021

There is one change to the DAA lineup for March. 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 – March 2021 Update

There is no change to the official SR recommendation for March. 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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The Simplest Way to Reduce Risk

If you wish there was a way to lower your risk in the current market without making any drastic portfolio changes, try this simple approach.
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Early Upgrading Returns Are Encouraging

The earlyl indications are that SMI's Stock Upgrading changes for 2021 are working.
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DAA – February 2021 Update

There are no changes to the DAA lineup for February. 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 – February 2021 Update

There is no change to the official SR recommendation for February. 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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