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DAA – August 2019 Update

There are no changes to the DAA lineup for August. 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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DAA Decision on Hold as Fed Rate Cut Rattles Markets

For half an hour after the Fed announced today that it is cutting interest rates for the first time in 10½ years, the markets stayed calm and it looked like we might be able to make a normal call on DAA. Then Chairman
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Sector Rotation – August 2019 Update

There is no change to the official SR recommendation for August. 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 and Bond Upgrading Update for August

There are no changes to Stock or Bond Upgrading for August.
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2nd Quarter Report: June Surge Ends Best First Half Since 1997

Investor emotions in the second quarter of 2019 ran the gamut from optimism to despair to glee. Meanwhile, most of SMI's strategies posted solid gains.
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Tracking Your Portfolio

Tracking performance details for your overall portfolio usually requires gathering information from multiple accounts and trying to put it all together into a unified whole. An online tracking platform can make that task
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SMI by the Numbers

SMI is now in its 30th year! Our executive editor Mark Biller has been thinking about several significant numbers related to SMI’s history — and also about numbers that tell us something about the current market
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August Sightings

Value Stocks Haven’t Traded This Low Since the Dot-Com Bubble A total-return measure of value versus growth across developed markets just slumped to its lowest since 2000. That marks almost two decades since shares dubbed
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Beware the Short Memory, and Other Points to Ponder

Crazy times “We are in such bizarre times, all bets are off. It is certainly not the time for ‘buy and hold’ unless your goal is to lose everything. If not, then you need an active, flexible, defensive investment strategy
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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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