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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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No Changes to Stock or Bond Upgrading For February 2021

There are no changes to Stock or Bond Upgrading this month.
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4th Quarter Surge Propels SMI Strategies to New Highs

The value of SMI’s diversified approach was on full display in 2020, helping members realize strong gains for the year, even while reducing the emotional strain of the sharpest bear market in
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Upgrading in a 401(k) or 403(b) With Help From SMI’s Portfolio Tracker

Want to implement SMI’s Upgrading strategy via your workplace retirement plan? You'll have to overcome several obstacles.
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Can a Fund Become Too Popular?

Although containing general information about fund investing, this post likely will be of particular interest to members following SMI's Sector Rotation strategy. Mutual funds that are posting great performance numbers
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Commodities & Taxes

SMI's newly recommended commodities exposure is off to a great start in 2021, gaining +4.4% so far this year (through the close on January 19). That's considerably better than the +1.28% gain the S&P 500 has generated
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