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DAA – New Recommendation for December 2020

There is one change to the DAA lineup for December. 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 – December 2020 Update

There is no change to the official SR recommendation for December. 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 December 2020

There are no changes to Stock or Bond Upgrading this month.
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Fidelity Rolls Out Fractional Share Trading

SMI-friendly broker Fidelity now allows you to purchase exchange-traded funds in fractional shares. That's a game-changer.
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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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DAA – New Recommendation for November 2020

There is one change to the DAA lineup for November. 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 – November 2020 Update

There is no change to the official SR recommendation for November. 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 November 2020

Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. This article explains the Upgrading changes for the coming month.
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3rd Quarter Report: Two Steps Forward, One Step Back

SMI investors enjoyed a strong third quarter. Except for Sector Rotation, all of SMI’s strategies set all-time highs during the July-September period.
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How SMI’s “Relative-Risk” Scores Alert You to Potential Losses

For Fund Upgraders who want to look a little deeper when choosing from among our recommended funds, SMI’s relative-risk numbers provide further insight.
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