There are no official changes to the DAA lineup for August — however, we are changing the optional fund refinement. Read on for the full details.
DAA is a core portfolio strategy designed to help SMI readers share in some
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As I noted in the mid-year review earlier this week, we've had SR under the microscope in the SMI Lab recently.
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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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Economic growth remains strong and the broad stock market is near an all-time high, and yet we are clearly seeing a market in transition.
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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 just updated SMI's Personal Portfolio Tracker with performance data through June 30, 2021, and we've posted a new edition of our monthly Fund Performance Rankings (FPR) as well.
New to the Tracker and FPR? Here's an
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There are no official changes to the DAA lineup for July. 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 is no change to the official SR recommendation for July. 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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We have one fund change this month — in Stock Upgrading's “Situational” category
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The bond fund we’re dropping this month was never an “official” recommendation, but we know many of our members have been invested in it.
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