Home >Articles

Category: SMI Strategies

Adding Defensive Protocols to a Just-the-Basics Portfolio

Looking for downside protection for an indexing strategy, such as SMI’s Just-the-Basics? Consider following the go-to-cash signals from the Fund Upgrading strategy.
Continue Reading

Video: Mark Biller’s Strategy Update for October

Mark's latest video update for SMI Private Client investors is now available to SMI newsletter members too, courtesy of SMI Advisory Services. Private Client is an investment-management business separate from the SMI
Continue Reading

DAA – October 2022 Update

There are no changes to the DAA lineup for October. 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)
Continue Reading

Sector Rotation – October 2022 Update

There is no change to the official SR recommendation for October. 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
Continue Reading

No Changes to Stock or Bond Upgrading for October: Pausing to Assess

As the bear market continues, let's review how we got here, assess why SMI is positioned as we are, and look ahead to the game plan from here.
Continue Reading

Video: Mark’s Strategy Update for September

Once a month, Mark Biller provides a half-hour video update for those who invest with SMI Private Client. (Private Client is separate from the SMI newsletter but it is an affiliated business.) Since the strategies
Continue Reading

DAA – New Fund Recommendation for September 2022

There is one change to the DAA lineup for September. 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
Continue Reading

Sector Rotation – September 2022 Update

There is no change to the official SR recommendation for September. 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
Continue Reading

No Changes to Stock or Bond Upgrading for September

Despite rallies, neither stocks nor bonds have moved enough to definitively change their longer-term trends.
Continue Reading

Video: Mark’s Strategy Update for August

Each month, Mark Biller provides a video update for those who invest with SMI Private Client — the separate but affiliated business of SMI Advisory Services that manages individual portfolios. (SMI Advisory Services also
Continue Reading