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The Best Way to Invest a New Lump Sum

A common question SMI has fielded over the past 30 years is what is the best way for a person to invest a new lump sum amount. Specifically, what most people are wondering is whether it's better to invest it all at once,
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Plugging the Holes in Your Portfolio

There are three primary reasons why investors don't get the returns they expect from their portfolios. I'm not talking about when a person makes poor investing choices out of ignorance, or when a portfolio simply
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Small-Company Stocks Have Been Causing Problems in SMI Strategies

The market can swing from favoring one category of stocks to another, often with little explanation. And sometimes it can stay "swung" in a particular direction for quite a while.
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“Not QE” Has Changed the Market’s Trend

Stocks have posted six straight weeks of higher prices, pushing the S&P 500 Index above its long-term trend-line and breaking through the pattern of the past two years where significant new highs were inevitably met within
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“Fully Invested Bears”

New SMI members are sometimes confused by an apparent disconnect between what our articles seem to be saying and what our investment portfolios are actually doing. This typically happens because all of SMI's portfolios
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SMI on the Radio: What if You Could Time the Market Perfectly? (audio and transcript)

It's risky to try to time the market. And even you could do it perfectly (which you can't!) the upside isn't as great as you might think, as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise
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What Did You Expect?

Successful investing is largely about managing expectations. How else to explain the fact that the Great Recession of 2008 took out many investors — perhaps permanently? According to Gallup, in April, 2007, 65% of U.S.
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The Surprisingly Small Benefit of Perfect Market Timing

Becoming a consistent month-after-month investor (which anyone can do!) likely will contribute more to your long-term success than trying to time the market (which few can do well).
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Are Value Stocks Staging a Comeback?

As we have noted in previous articles and posts, growth stocks (on the whole) have have been outperforming value stocks for more than a decade. (Definitions of "growth" and "value" are imprecise but, generally speaking,
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Is Indexing the New Subprime Crisis?

The rise of passive investing, or "indexing," has been going on since the first index funds were introduced back in the 1970s. But the bull market that began a decade ago in 2009 has really kicked the indexing trend into
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